Now, we will loop through the data table of extracted company details and update the CRM:
- Let's add the For Each Row UiPath activity, which you can find under DataTable. Let's loop through the dtCompanyData data table.
- Within this loop, we will use the Assign activity to assign values to all the variables we created previously. We will extract each row from the data table and convert them into strings using the row(columnname or ColumnIndex).ToString syntax; for example, strCompanyName = row("CompanyName").ToString. Your looping part of the Sequence will look as follows:
Note that we have to assign data to all five variables we defined previously.
- With the data assigned to our variables, we can update the Apptivo CRM application. We will search for our customer in Apptivo and then go to that specific customer record and update the same.
- To automate the search, we will...