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Safetech Hardware

Client's Profile

Safetech Hardware wanted to extract the data records of  its Australian and New Zealand’s customers from its SugarCRM Community Edition and export them in an Excel file. The records that were of interest to Safetech were residing in three modules: Leads, Accounts and Contacts. The Excel file would then be imported into another CRM. Furthermore, the company required a few integrations to extend the functionality of its CRM system.

Challenges

Safetech Hardware wanted to extract the data records of  its Australian and New Zealand’s customers from its SugarCRM Community Edition and export them in an Excel file. The records that were of interest to Safetech were residing in three modules: Leads, Accounts and Contacts. The Excel file would then be imported into another CRM. Furthermore, the company required a few integrations to extend the functionality of its CRM system.

Solution

  • Custom PHP script was used to query the database and get the relevant and related module data. The country  information was not always kept in country field so our developers performed some conditional checks to get accurate information. CSV files for each module were prepared which could easily be opened in Microsoft Excel.
  • In order to identify the AUS and NZ records which did not have Country field, our script validated the city and street address to identify the record. If the record was still not determined by the script, it was pushed to another separate CSV file.
  • Opacus plugin was installed to sync emails, calls, meetings and tasks between Sugar and Outlook.
  • Twilio was integrated with Sugar so calls could be made to Leads, Contacts and Accounts and SMS campaigns could be run from within the CRM.

Results

Separate Excel files were created for the data records in each module which could easily be exported to another CRM.  The records which could not be identified were transferred to another excel file which assisted Safetech Hardware in manually verifying and updating them. Opacus plugin integration eliminated the need to update two systems simultaneously. Twilio integration made reaching out to leads and contacts effortless.

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