SUGAR IMPORTING BASICS
Brieanne Rowe
Training Specialist
SugarCRM
@SugarCRMu #SugarCon
Agenda
• Importing Features
• Modules with the Import Function
• Importing Best Practices
• Sugar Import Process
• Advance...
IMPORTING BASICS
Importing Features
• Import into standard modules or into custom
modules created in Module Builder
• Create new records an...
Accounts
Import from other
CRM
systems, Contact
Managers, Excel
Contacts
Import from other
CRM
systems, Contact
Managers, ...
Importing Best Practices
• Prepare the data for import
• Prep Sugar to accept your data
• Test the import
• Match the Date...
Best Practice: Prepare the Data for
Import
• Cleanse the data first!
– Check for spelling errors
– Check for duplicate inf...
Best Practice: Prep Sugar to accept your
Data
• Add all necessary legacy system fields not
available out-of-the box with S...
Best Practice: Match the Date Format
• When importing date fields, verify that the import
file and Sugar’s user setting fo...
Best Practice: Import Accounts First
• Manipulate contact data to create an account
spreadsheet to import
– Save As Accoun...
Best Practice: Test the Import
• Import 1,000 records at a time
• Create a smaller version of your data file
exclusively f...
Sugar Import Process: Five Steps
Import per module – Actions Menu
1. Upload Import File
2. Confirm Import File Properties
...
Advanced Data Loads
• SugarCRM Partners provide a variety of data
migration services for many different CRM
systems includ...
QUESTIONS?
THANK YOU
@SugarCRMu #SugarCon
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Sugar Importing Basics

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One of the first steps in implementing Sugar is to migrate your existing information for use in Sugar. This session highlights best practices that you can use to quickly transfer your existing data where it belongs – in Sugar! Learn how you can quickly start your Sugar implementation by importing data from other CRM applications, Outlook, Google Contacts or any program that can save data in a CSV (comma-separated values) format, such as Excel. Clean data in Sugar becomes valuable information for your business.

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Sugar Importing Basics

  1. 1. SUGAR IMPORTING BASICS Brieanne Rowe Training Specialist SugarCRM @SugarCRMu #SugarCon
  2. 2. Agenda • Importing Features • Modules with the Import Function • Importing Best Practices • Sugar Import Process • Advanced Data Loads 2
  3. 3. IMPORTING BASICS
  4. 4. Importing Features • Import into standard modules or into custom modules created in Module Builder • Create new records and update existing records simultaneously • Add data field values during the import process • Check for duplicates • Specify Sugar import file settings during the import process • Ability to import 20,000 records at one time (value configurable in Admin settings) 4
  5. 5. Accounts Import from other CRM systems, Contact Managers, Excel Contacts Import from other CRM systems, Contact Managers, Microsoft Outlook, Excel Targets Import from Excel Leads, Opportunities, Revenue Line Items, Bug Tracker, Cases, Notes, Tasks, Calls, Meetings Import from other CRM systems, Excel Products, Product Types, Product Categories, Manufacturer s Available in the Administration Home page Import from other CRM systems, Excel Modules with Import Function 5
  6. 6. Importing Best Practices • Prepare the data for import • Prep Sugar to accept your data • Test the import • Match the Date format • Import Accounts first 6
  7. 7. Best Practice: Prepare the Data for Import • Cleanse the data first! – Check for spelling errors – Check for duplicate information – Correct formatting (e.g., lower case vs. upper case) – Add missing information – Add record IDs for updating records 7
  8. 8. Best Practice: Prep Sugar to accept your Data • Add all necessary legacy system fields not available out-of-the box with Sugar (using Sugar Studio) • Don’t worry about layout at this stage – you can finalize the layout after the final import 8
  9. 9. Best Practice: Match the Date Format • When importing date fields, verify that the import file and Sugar’s user setting for the date format match Example: If you import a UK date format (dd/mm/yyyy) and your user settings are still set to the default US format (mm/dd/yyyy), some of your data will error If this happens, remove the data import (Undo Last Import) and import the data again with the correct date format selected. 9
  10. 10. Best Practice: Import Accounts First • Manipulate contact data to create an account spreadsheet to import – Save As Account_Import, sort by company name – Delete duplicates – Add new columns for account fields as needed • Import new account data into the Accounts module, then import the contact data into the Contacts module with the account name or account record id 10
  11. 11. Best Practice: Test the Import • Import 1,000 records at a time • Create a smaller version of your data file exclusively for test purposes • Start with about 5 records – Why wait for 1,000 records to import when you can gain assurance of the process using only 5 records? 11
  12. 12. Sugar Import Process: Five Steps Import per module – Actions Menu 1. Upload Import File 2. Confirm Import File Properties 3. Confirm Field Mapping 4. Check for Possible Duplicates 5. View Import Results 12
  13. 13. Advanced Data Loads • SugarCRM Partners provide a variety of data migration services for many different CRM systems including SalesForce and ACT! – Data Migration Guidance – Pre-Data Migration Preparation – SFDC Data Migration – SQLData Conversion to MySQL – Standard Data Migration • Contact your sales rep for a partner referral or use the partner page on the SugarCRM.com website: http://www.sugarcrm.com/partners/overview 13
  14. 14. QUESTIONS?
  15. 15. THANK YOU @SugarCRMu #SugarCon

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