How to Import Data into CRM Regularly to Reflect the Latest Statistics?

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SugarCRM doesn’t know what time it is! So when, for example, you need to be able to import the Products, Terms & Goals, Fiscal Year details and Sales History into the CRM, a cron job can be used.

The cron is a long-running process that executes commands at specific dates and times. Cron jobs can be set to run by the minute, hour, day of the week, day of the month, month or any combination of these.

You can create a Scheduled Task via the Windows Command Prompt, which runs a batch file. This batch file can execute the cron.php of your Sugar installation.

So, in this case, cron job can be set to update the sales history on a daily basis.

If you’ve got any more SugarCRM queries, get in touch for a FREE CRM Consultation to end your Sugar troubles once and for all!

 

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