Create Tasks in SugarCRM

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

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Create Tasks in SugarCRM

Create Tasks in SugarCRM

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

Create Tasks in SugarCRM

This bot creates tasks in Sugar CRM for every row in the excel file. This bot is provided by PeopleShores.


Features

This bot can create tasks in Sugar CRM, for every row in the excel file

Benefits

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


Inputs

Subject, Start Date, Start Time, Priority, Due Date, Due Time, Status, Assigned To, Related To, Name , Tags, Description, Contact Name, Number of Teams, Primary Team, Team2, Team3, Team4 . . .

Output

A task will be created to be published after it is approved for publishing.


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

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 

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