Create Contacts in SugarCRM

This bot creates Contacts in Sugar CRM  for every row in the excel file.

Sales

Create Contacts in SugarCRM

Create Contacts in SugarCRM

This bot creates Contacts in Sugar CRM  for every row in the excel file.

Create Contacts in SugarCRM

This bot creates Contacts in Sugar CRM  for every row in the excel file. This bot is provided by People Shores.


Features

Logs in to SugarCRM and creates Contacts in Sugar CRM, for every row in the excel file.

Benefits

Automated task creation at scale. Can be run at any desired frequency.


Inputs

Salutation, First_Name, Last_Name,Title,Mobile,Department,Call,Account_Name,Number_Of_Email,Primary_Email_Address, Tags,Primary_Address,Primary_City,Primary_State,Primary_Postal_Code,Primary_Country, Copy_Primary,Alt_Address,Alt_City,Alt_State,Alt_Postal_Code,Alt_Country,Office_Phone,Fax,Assistant, Assistant_Phone,Description,Reports_To,Sync_Mail,Lead_Source,Assigned_To,Campaign,Language, Portal_Name,Portal_Active,Password,Company_Website,Education,Education_Additional,Previous_Jobs,Company_Size,Industry,Company_Location,Company_Description,Year_Founded,Industry_Tags, NAICS_Code,SIC_Code,FY_End,Annual_Rev,Facebook_Link,Twitter_Link,Company_Facebook, Company_Twitter,Number_Of_Teams,Teams,Email_2,Email_3,Email_4….

Output

Contacts will be created in SugarCRM.


More Details

This requires a Sugar CRM account and correct Task parameters to be added in input file provided with the download zip. For more details about input variables refer to readme provided.

Owner Contact Info

Vendor image

Pre-install Checks

Functional AAE v10.7sp2


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

Reviews

There are no reviews yet.

Be the first to review “Create Contacts in SugarCRM”

Your email address will not be published. Required fields are marked *