Sage CRM: Difference between revisions
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=Mapping= | =Mapping= | ||
When inserting Companies or Contacts, possibly other entities, there is a hyperlink in the Manage Stages box for something like "Related Records". Here you can choose how many related records, like Addresses, Phone Numbers or Email Addresses you want to insert with your main record. | When inserting Companies or Contacts, possibly other entities, there is a hyperlink in the Manage Stages box for something like "Related Records". Here you can choose how many related records, like Addresses, Phone Numbers or Email Addresses you want to insert with your main record. | ||
==Update== | |||
When using an Update stage, you must match on the primary key of the table. CompanyID for example. | |||
==Update/Insert== | |||
When using an Update/Insert stage, you can match on any field, including custom fields. |
Latest revision as of 19:27, 12 November 2015
SageCRM Origin
Make sure you update your standard SageCRM URL to include ../webservices at the end. The SageCRM Origin will not work if you have a blank password. Your user must have a password.
Origin Filters
"SageCRM Filters should work just like normal SQL-like filters." Editors Note: Someone should update this with a working example.
SageCRM Destination
Make sure you update your standard SageCRM URL to include ../webservices at the end. The SageCRM Destination will not work if you have a blank password. Your user must have a password.
Mapping
When inserting Companies or Contacts, possibly other entities, there is a hyperlink in the Manage Stages box for something like "Related Records". Here you can choose how many related records, like Addresses, Phone Numbers or Email Addresses you want to insert with your main record.
Update
When using an Update stage, you must match on the primary key of the table. CompanyID for example.
Update/Insert
When using an Update/Insert stage, you can match on any field, including custom fields.