Create new contacts in SugarCRM

This Bot will create new customer contacts in Sugar CRM by fetching the data from the XML input files.

Top Benefits

  • Time saving - upload contacts to Sugar CRM rapidly
Use this Bot to create new contacts in Sugar CRM, from an XML input file.

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • '- Automation Anywhere Enterprise v10 sp2 or higher.- User should have log in to SugarCRM as Data Privacy Officer site.- SugarCRM URL should be present in property file. Ex: https://rgsrch8862.trial.sugarcrm.eu/#Contacts- Property file should have data like URL.- XML input files should have the data of new customers.
  • Inputs: To create new contact, user should have the contact details.

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