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• Some thoughts on Importing Data

  I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together. It is certainly... Posted Dec 31 2008, 10:21 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Web Services, Import, eWareQuery Object, .NET API, Data Model

• How can I easily import a large list of Selection list values into CRM?

  This article has been edited to use the Sage CRM 6.2 coding conventions. This question occurs when setting up CRM; you may find yourself with a very large number of selection list values that need to be... Posted Dec 31 2008, 10:15 by Jeff Richards with | with 1 comment(s) Filed under: custom captions, External Script, Import

• Using Code to Import Data in a on Premise Installation

  The links in this article have been corrected. Problems will arise with any code that does a direct insert into a table. Where possible inserts from external data sources should use the CreateRecord API... Posted Dec 31 2008, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, Import, eWareQuery Object, Record Object

• Some thoughts about Importing Outlook Contacts

  Sage CRM offers integration with Outlook. Once the Outlook plugin has been installed you see the new CRM Synchronization buttons on the Outlook toolbar. Depending on how the System Administrator has configured... Posted Nov 28 2008, 01:55 by Jeff Richards with | with 1 comment(s) Filed under: Outlook Integration, Import

• SageCRM Uploader

  If you ever wanted to upload a file into SageCRM via web services you will like this post. Thanks to some help from Dublin this example will show you how to do just that. The trick is this, you have to... Posted Oct 16 2007, 10:00 by Jeff Richards with | with 4 comment(s) Filed under: Web Services, Import, Library

• Adding Users via Webservices

  If you look at the Sage CRM database tables that are exposed in the WSDL file and also in the "custom_tables" meta data table it looks like you should be able to add users. But when working with... Posted Oct 02 2007, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, Import, Security

• Adding a Company Entity using the Sage CRM 6.0 Web Service API

  Below is some code that will add a company, a default contact (Person) and a default business telephone number. When adding a company entity (with address, email etc) to Sage CRM via the Webservices API... Posted Aug 09 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, Import, Denormalisation, C#