- Create contacts
- Reads from an excel file
- Send notification when it is finished
This bot creates Contacts in Sugar CRM for every row in the excel file. This bot can save time by automating a repetitive and simple task. As long as you have data to input into SugarCRM, you can easily automate and free up time to do more important tasks.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- SugarCRM account
- Input data
- Microsoft Excel