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Importing from Excel
Posted: 18 May 07 12:39 PM
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fiogf49gjkf0d Has anyone had an experience importing data from Excel into SalesLogix?
I have a project that requires the ability to import detailed information for Opportunities from Excel into SalesLogix. I actually have a custom table already created, and I've created the custom forms to be able to manually add, edit and delete from that table. However, most of the data to populate this table is in Excel files with potentially hundreds of rows. Since this is an on-going process, it's not something that I can do in the background - I need to create a user interface to perform this operation.
Ideally, this would be launched from a button on a custom form. I have considered the SalesLogix import wizard, but I was not able to get it to work. The custom table has a one to many relationship with the Opportunity table, and the import is not letting me fill the OpportunityId field with the related opportunity id.
Any thoughts or examples would be greatly appreciated!
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Re: Importing from Excel
Posted: 19 May 07 12:58 AM
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fiogf49gjkf0d Hello Ron,
Send me your email address, and I'll send a Bundle containing a SLX form I've built to import data from trade shows and similar files. It uses an intermediate table, does some Account matching and then adds new Contacts. You'll probably find some useful code bits in there. You'll see that I use ADOX.Catalog to treat the Excel file like a database.
Rick |
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Re: Importing from Excel
Posted: 21 May 07 8:15 AM
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fiogf49gjkf0d Thanks for the reply Ryan! I'll certainly take a look at your article. |
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Re: Importing from Excel
Posted: 22 May 07 8:43 AM
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Hello Rick,
We get a lot of data like this from shows as well. Could you send me the bundle as well. I'd be interested to see how you are handling this.
Thanks,
Dan |
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Re: Importing from Excel
Posted: 23 May 07 10:48 AM
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fiogf49gjkf0d HI,
Rick, my email is ppacun@hotmail.com I would like to see the bundle too. We import data and while I have development my own routine I am not pleased with it - I can't see to dedup it very well.
Paul |
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Re: Importing from Excel
Posted: 26 May 07 5:24 PM
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fiogf49gjkf0d Originally posted by Rick Smith
Hello Ron,
Send me your email address, and I'll send a Bundle containing a SLX form I've built to import data from trade shows and similar files. It uses an intermediate table, does some Account matching and then adds new Contacts. You'll probably find some useful code bits in there. You'll see that I use ADOX.Catalog to treat the Excel file like a database.
Rick |
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Rick,
It looks like there is a lot of interest in this. Perhaps you'd want to send me the bundle and a write-up of the bundle for me to post as a sample on this site?
Thanks!
-Ryan |
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Re: Importing from Excel
Posted: 28 May 07 8:50 AM
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Reminder... There's an article on this site by...ME!
It's an import tool for importing products and it uses.... ADO and Excel!
--
rjl |
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Re: Importing from Excel
Posted: 30 May 07 10:19 AM
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I'd need to do some cleanup of an ancillary table before I'd consider this polished. In the meantime I'm glad to respond to anyone who's interested - just send me an email.
A key distinction between Bob's product import tool and this bundle is the use of ADOX.Catalog, which treats properly formatted Excel files as a database. Here's a good description of its use: http://www.4guysfromrolla.com/webtech/013101-1.shtml
I've found it to be very compatible with typical trade show lead files.
Rick |
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Re: Importing from Excel
Posted: 31 May 07 5:00 PM
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| Could you shoot me the bundle at basvanderbrugge[AT]gmail.com? Thank you! |
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Re: Importing from Excel
Posted: 11 Nov 08 3:06 PM
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Rick,
If you still have the import bundle, would please send me a copy. I was looking to do something similar.
Thanks for the help.
Dave |
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Re: Importing from Excel
Posted: 12 Nov 08 9:21 AM
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Hello Harendra,
I've tried sending two messages to the email address you listed but both were returned (rejected?) by your server.
Perhaps you can send me a different email address to try?
Cheers,
Rick |
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Re: Importing from Excel
Posted: 19 Nov 08 10:18 AM
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David,
As per your request , I have sent the same bundle to you.
Thanks,
Harendra |
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Re: Importing from Excel
Posted: 09 Dec 08 7:25 AM
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Rick,
If you still have the import bundle, would please send me a copy.
Thanks for the help.
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