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

Exporting Information


SugarCRM has flexible data exporting capabilities. Essentially all of the SugarCRM modules have an export function, accessed by clicking on the Export link in 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 Comma Separated Values (.CSV) file is produced, which contains all the currently selected records from the module in use (not just those records currently displayed on the screen). CSV files can be opened for viewing by Microsoft Excel, or Notepad, WordPad, and other text editors—and can easily be parsed as input files by most software.

CSV File in Excel

A sample portion of a CSV file, exported from the Accounts module and viewed in Microsoft Excel, is shown above. You can see that essentially the entire database table of information is exported in the CSV file with column titles, including the Record ID (a long and largely incomprehensible string of letters and numbers used as a unique reference to each account record) and other fields that SugarCRM uses internally.