I’m actually trying to import a CSV file every 1st of the month to update my opportunities.
My opportunities are like this:
I’ve got 12 fields, 1 for every month, So the first of march I’ll import the revenue for February etc…
To start I’ve done a custom scheduled task like here (post of ewanmcrobert):
This helped too : https://docs.suitecrm.com/developer/scheduled-tasks/
So now I need to write the function. The hard thing is that I will need to make a research in my CSV for every line of the opportunities’s name to find the ID, to update the correct line of my opportunities module.
Tried to look at /SuiteCRM/modules/Import/ to copy some code, but there is so much file and code that I don’t really know where to start ahah.
This is a “basic” question, I think I’m not the only one who will have this need. I’ll update here how I’ve done it for everyone who’s interested.