Salesforce Opportunity Import to SuiteCRM 8

💬 General Discussion
1

I’ve succesfully (I think) imported accounts and contacts from our Salesforce instance and now I’m working on Opportunities.

Each SF opportunity has a contact person associated to it. I can do a lookup and associate the SuiteCRM Contact ID for the contact, but I don’t see a field in the SuiteCRM 8 field list for this.

I created a test opportunity and added a contact in the relationships section, but when I export the opportunity, the contact person information isn’t included.

Is there a way for me to associate a contact to the opportunity during an import?

Thanks,

…Dave

2

Do you want to add contact related field in the detailview?

When you export, it will display all the fields in the opportunity module. Not the fields from the subpanel.

3

I’m hoping to associate the contact in the contact subpanel of the opportunity when I import the opportunities from salesforce but I don’t see where the link is made in the opportunity data.

4

Under the hood, those are relationship between two modules.

You can check out those relationship for opportunities module at:

Admin → Studio → Opportunities → Relationship

5

I have a guide here, but I think I don’t address that:

https://igosalesandmarketing.com/migrating-from-salesforce-to-suitecrm-a-step-by-step-guide/

There is an opportunties_contacts table in the DB that must be populated manually. Basically, what I do is create a spreadsheet then import it into the table via PHPMyAdmin

I believe you also have to address the contacts_opportunites_roles relationship in the same way.

6

Thanks.

I’ll look into both of these.

…Dave

7

I have successfully imported the opportunity_contact details from Salesforce into SuiteCRM and the list in the Opportunity iw working correctly.

Thanks to all for the assistance. I’m sure I’ll be back as I tackle creating a couple of modules.

…Dave

8

Please share your solution, so it will help others in the future.

9

I followed pstevens directions. Salesforce had an exported csv for contacts associated to the opportunities.

During the import of contacts and opportunities, I created custom fields for the Saleforce ID’s for both so I was able to export the Contacts and Opportunities from SuiteCRM, use vlookup to obtain the SuiteCRM ids, and then used phpMyAdmin to import into the opportunity_contact table for SuiteCRM.

10

You would have been better off preserving the salesforceid = suitecrmid, then you don’t have to do a bunch of acrobatics to get everything to relate properly. All the relationships will work if you just use the ID’s that come from salesforce as the record ID and the relat to ID.

So when you import, just set ID = to you your Salesforce record ID. That will save you a ton of time.