- Create notes
- Reads from Excel
- Alerts you when process is done
This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person. This bot can save the user plenty of time during the day and will alert the user when the process is done. The user will need a SugarCRM account.
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