Create Notes in SugarCRM

This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person.

Sales

Create Notes in SugarCRM

Create Notes in SugarCRM

This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person.

Create Notes in SugarCRM

This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person. This bot is provided by People Shores.


Features

This bot can create new notes using the excel sheet as input.

Benefits

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


Inputs

Subject, Contact, RelatedTo, RelatedToValue, Description, NumberOfTeams, PrimaryTeam, AttachmentPath, AssignedTo, Tags, PortalDisplay, Team2, Team3...

Output

All notes per Excel Data Sheet will be saved in the user's SugarCRM account


More Details

This requires a SugarCRM account and correct data 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 10.7 (SP2)


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 Notes in SugarCRM”

Your email address will not be published.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