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Book Overview & Buying
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Table Of Contents
Implementing SugarCRM 5.x
SugarCRM has flexible data exporting capabilities. Essentially, all of the SugarCRM modules have an export function, accessed by clicking on the Export link at the top left corner of the list portion of each list view screen, including all of Activities, Accounts, Contacts, Documents, Leads, Opportunities, Bugs, Emails, Campaigns, Prospects, Projects, and Cases.
In each case, a .CSV file is produced that contains all the currently selected records from the module in use (not just those records that are currently displayed on the screen). The CSV files can be opened for viewing by using Microsoft Excel, Notepad, WordPad, or other text editors and can easily be parsed as input files by most software.
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A sample portion of a CSV file, exported from the Accounts module and viewed in Microsoft Excel, is shown in the preceding screenshot. You can see that essentially the entire database table is exported in the CSV file with column titles, including the Record ID (a long and...
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