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January 23, 2013 Business Technologies

How to Import Data into SugarCRM

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By Sonja Fridell

There are lots of ways to import data into SugarCRM. Here at BrainSell we help customers with large database imports using Sugar’s API and other behind the scenes methods. However, there is a super easy import tool in Sugar that enables end users to import CSV’s or Excel spreadsheets into Sugar.

Here’s an overview of the video:

  • Import principals – why it’s important to follow our rules.
  • Extracting data from the source, and what format it should be in.
  • Cleansing the data before importing.
  • Prepping Sugar to accept your data.
  • Performing the import.

Importing in SugarCRM

 

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