SugarCRM Target List Data Pump
SugarCRM Target List Data Pump is a small utility for creating sugarcrm targets lists from a set of contacts contained in a Microsoft Excel file.
You have an installation of sugarCRM and you have exported a group contacts in order to proceed with a mail merge or create some subsets of contacts.
You do that because you can work faster with excel spreadsheets than the sugarCRM environment.
But now you have to update sugarCRM with the lists produced.
1.Run this simple utility
2.Go to operations/CRM connection Settings and set your MySQL connection settings for your sugarCRM Installation
3.Select File/Select Excel of user the right icon of the excel input box
4.Press "Open" button and if you have the right connection settings the excel file entries will be shown on the "Excel Data" grid.
5.Input the "filter fields" criteria
You can select up to 4 fields from sugarCRM and match them with an Excel column number :
6.Select the desired Target List from the dropdown list with the available targets lists of your sugarCRM installation.
7.Press start and the system will go through all the Excel rows and try to match the criteria given in order to find the sugarCRM rows and add them to the selected Target List.
If for example, you have selected as "Excel Column" :2,3 and "CRM fields": first_name,last_name the system will search for contacts the have first_name the value in column 2 and last_name the value in column 3.
The utility adds the record found in the given target list, only if there is only one record with the given criteria.
If there are no rows found or there are more than one matching the criteria then you get a warning in the "results log" to the bottom of the form and the row is ignored.
You can save this log when the check ends using the "Save Results" button.
The file created is a ; delimited text file you can easily import to Excel again.