This bot can create quotes in Sugar CRM for every row in the primary Excel file. There are 3 Excel sheets used in this bot.
This requires a Sugar CRM account and correct Quote parameters to be added in input file provided with the download zip. For more details about input variables refer to readme provided.
Key Use Case: Creating and publishing quotes for Sugar CRM.
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
- Functional AAE 10.5
- Microsoft Excel
- Sugar CRM account
Inputs: Actual_Close_Date, Assigned_To, Billing_Account_Name, Billing_Contact_Name, Comments, Currency, Date_Shipped, Description, Discount, Discount_Type, Groups, Groups_List, Group_Comments, Group_Comments_List, Group_Discount, Group_Discount_List, Group_Discount_Type, Group_Discount_Type_List, Group_Line_Item, Group_Line_Item_List, Group_New, Group_New_List, Group_Part_Number, Group_Part_Number_List, Group_Quantity, Group_Quantity_List, Group_Unit_Price, Group_Unit_Price_List, InputFile, Line_Item, location, location2, my-list-variable, New, Number_of_Groups, Number_of_Quoted_Line_Items, Opportunity_Name, Original_Stage, Original_PO_Date, Part_Number, Payment_Terms, Prompt-Assignment, Purchase_Order_Num, Quantity, Quote_Stage, Quote_Subject, Shipping, Shipping_Account_Name, Shipping_Contact_Name, Shipping_Provider, Tags, Tax_Rate, Teams, Unit_Price, URL, Valid_Until, vErrorFolder, vLogFolder, vSnapshotFolder