The topic at hand related to importing data, which, as I discuss in that prior post, avoiding problems requires that some attention be given to the source data. Continuing this discussion, there are additional points worth mentioning about different data types.
More specifically, below are some parameters to keep in mind as you prepare your data for import:
Recipient SugarCRM Field Data Type
|
Source Data Format
|
DateTime
|
2012-10-23 09:30:00
|
Date
|
2012-10-23
|
MultiSelect
|
^Value^
^Value1^,^Value2^,^Value3^
Value must match the Item
Name entry defined in the associated drop down list, including case.
|
DropDown
|
Value must match the Item
Name entry defined in the associated drop down list, including case.
|
Checkbox
|
1 = Checked, 0 = Unchecked
|
Radio
|
1 = Selected, 0 = Unselected
|
I hope that helps save you some time at import time!
I'm sure this will help some folks, especially the MutliSelect can be confusing if you haven't seen it before.
ReplyDeleteIt is also worth mentioning that the same rules apply to inserting data via the API.
Delete
ReplyDeleteIn SugarCRM Development one more data type is Flex Relate which Creates a drop-down list from which we can associate a related record. Because we can add only one Flex-Relate field to a module, this option does not display in the Data Type drop-down list.