Book Image

Implementing SugarCRM

By : Michael Whitehead
Book Image

Implementing SugarCRM

By: Michael Whitehead

Overview of this book

<p>SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.</p> <p>This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring, or you have already learned about CRM systems but have yet to implement one, or you're working with SugarCRM already; this book will show you how to get maximum benefit of this exciting product.</p>
Table of Contents (18 chapters)
Implementing SugarCRM
Credits
About the Author
About the Reviewer
Preface
Index

Importing Accounts and Contacts


Importing contacts into SugarCRM is fairly straightforward. First you use your old CRM application or contact manager to export the data into a Comma Separated Values (.CSV) file format. Then you use the import function within the Contacts module (accessible via the Navigation Shortcuts Box) to import the data. If a contact record that is imported refers to an unknown account, then a new record is automatically created for an account of that name.

However, one thing to watch out for is that when account records are created automatically in this fashion, they are essentially empty—they have associated contacts, but no address or telephone information is recorded. Because of this, you should typically import your account data first, creating the records complete with address and telephone information (plus perhaps Account Type and lots of other information, depending on your old CRM system). This avoids creating rather empty account records, and having to manually add the rest of their information later.

See the sections below for the exact steps for exporting and importing contacts and accounts.