{"id":11281,"date":"2015-11-02T08:57:59","date_gmt":"2015-11-02T08:57:59","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11281"},"modified":"2015-11-02T08:57:59","modified_gmt":"2015-11-02T08:57:59","slug":"sage-crm-mapping-component-to-upload-data-from-excel","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/02\/sage-crm-mapping-component-to-upload-data-from-excel\/","title":{"rendered":"Sage CRM Mapping component to upload data from Excel"},"content":{"rendered":"<p style=\"text-align: justify;\">Hi folks! Before I start writing these blog one thing I want to say, that you will end up learning a new feature that would really help to CRM developers.<br \/>\nConsider a scenario, where client wanted to have an upload routine which should display a mapping screen for user to link the Excel columns with entity columns. And, once mapping is saved it should be reusable in nature i.e. as and when data needs to be uploaded in system user can make use of it.<\/p>\n<p style=\"text-align: justify;\"><strong><em><span style=\"color: #993300;\">New Stuff:<\/span><\/em><\/strong><span style=\"color: #993300;\"> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/08\/27\/sage-erp-data-access-over-any-browser-mobile-or-tablet-device\/\" target=\"_blank\">Sage ERP data access over any browser, mobile or tablet device<\/a><\/span><\/p>\n<p style=\"text-align: justify;\">I will be explaining you how we have created this module and how it performs in CRM. This feature is somewhat similar to Data Upload feature of Sage CRM but with enhanced features. Below is the approach which we have followed to do the same.<\/p>\n<p style=\"text-align: justify;\">We created a separate section under Data management.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/11.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-11333\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/11.jpg\" alt=\"1\" width=\"1144\" height=\"395\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">On click of above highlighted panel, below list gets opened up and using New button we can create mapping in CRM.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/21.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-11334\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/21.jpg\" alt=\"2\" width=\"1172\" height=\"285\" \/><\/a><\/p>\n<p>Clicking on New button, will open the below screen for user to fill the details.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/3.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-11335\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/3.jpg\" alt=\"3\" width=\"1178\" height=\"173\" \/><\/a><br \/>\n&nbsp;<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/12345.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11314\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/10\/12345.jpg\" alt=\"12345\" width=\"554\" height=\"96\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Click on <strong>Save <\/strong>button to save the details.<\/p>\n<p style=\"text-align: justify;\">To start mapping the fields with proper entity columns user will have to click on the hyperlink which will open the below screen for user.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-11336\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/4.jpg\" alt=\"4\" width=\"1057\" height=\"707\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/5.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11337\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/5.jpg\" alt=\"5\" width=\"561\" height=\"133\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">The above activity is known as \u201c<strong>Data Mapping<\/strong>\u201d, because we simply do mapping of column name present in our excel sheet with the actual fields present in required entity.<\/p>\n<p style=\"text-align: justify;\">Then, on \u201c<strong>My CRM<\/strong>\u201d area of CRM we have created a tab as \u201c<strong>Uploads<\/strong>\u201d where the required entities gets displayed as shown below.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/6.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11338\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/6.jpg\" alt=\"6\" width=\"952\" height=\"588\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Now, if I click on the \u201c<strong>Enquiry Upload<\/strong>\u201d it will open the list of available mapping done by user for this particular entity as shown below.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/7.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11339\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/7.jpg\" alt=\"7\" width=\"1147\" height=\"323\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Suppose, I select Dummy Enquiry then provision to select the excel file from system will be made available for user as shown below.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/8.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11340\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/8.jpg\" alt=\"8\" width=\"1139\" height=\"224\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Click on \u201c<strong>Save<\/strong>\u201d to start uploading data in the respective entity and on completion a confirmation message will be displayed on the screen.<\/p>\n<p style=\"text-align: justify;\">A log file will be created with error messages included in it in case of any failures during the upload activity.<\/p>\n<p><span style=\"color: #993300;\"><strong><em>Also Read:<\/em><\/strong><\/span><br \/>\n<strong>1.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/09\/troubleshooting-sage-crms-customized-data-upload-routine-issue\/\" target=\"_blank\">Troubleshooting Sage CRM\u2019s Customized Data Upload Routine Issue<\/a><br \/>\n<strong>2.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/09\/05\/data-upload-using-deduplication-part-2\/\" target=\"_blank\">Data Upload using Deduplication \u2013 Part 2<\/a><br \/>\n<strong>3.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/30\/sage-crm-file-upload-limitation-setting\/\" target=\"_blank\">Sage CRM File Upload Limitation setting<\/a><br \/>\n<strong>4.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/\" target=\"_blank\">Data Upload using Deduplication<\/a><br \/>\n<strong>5.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/23\/document-upload-notification-in-sage-crm\/\" target=\"_blank\">Document Upload Notification in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi folks! Before I start writing these blog one thing I want to say, that you will end up learning a new feature that would really help to CRM developers. Consider a scenario, where client wanted to have an upload routine which should display a mapping screen for user to link the Excel columns with\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/02\/sage-crm-mapping-component-to-upload-data-from-excel\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72,101,332,1],"tags":[896,897,918,1107],"class_list":["post-11281","post","type-post","status-publish","format-standard","hentry","category-component-sage-crm","category-data-upload","category-sage-crm","category-uncategorized","tag-customized-data-mapping","tag-customized-data-upload","tag-data-upload-from-excel","tag-excel"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Mapping component to upload data from Excel - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/02\/sage-crm-mapping-component-to-upload-data-from-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM Mapping component to upload data from Excel - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi folks! 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