Importing files into CRM

Importing files into CRM

//An example o opening a csv file and importing into Sage CRM

{
  var fso, f1, ts, s;
  var ForReading = 1;
  fso = new ActiveXObject(“Scripting.FileSystemObject”);
     f = fso.OpenTextFile(“c:\\John\\act.csv”, ForReading);
  }

while (!f.AtEndOfStream)
    {
    var r = f.ReadLine();
    var Idarr = r.split(“,”);
    compid = Idarr[0];
    compname = Idarr[2];
    compstart = (Idarr[4]);
//Date is opened as  string, so dissect it with a split and join as a date.

 cd = compstart.split(“/”);
 actdate = new Date();
 actdate.setYear(cd[2]);
 actdate.setMonth(cd[1]);
 actdate.setDate(cd[0]);
 eWare.AddContent(actdate);
 ad = new String(actdate.getDate());
 am = new String(actdate.getMonth());
//The months behave strangely when P12 

if (am==0){
 am = 12
 }

  if ((ad.length == 1)){
 ad = “0″+ ad;
 }
 eWare.AddContent(‘<BR>’+ am + “/”+ ad +”/”+actdate.getYear() +’<BR>’);

 comprec = eWare.FindRecord(“Company”,”Comp_CompanyId=”+compid);

 recs = comprec.RecordCount;
 if (recs > 0){
 startdate = comprec.item(“comp_start”);
    compname = comprec.item(‘Comp_name’);
    dept = comprec.item(‘comp_dept’);
 //Add Charter (our custom entity)
 record = eWare.CreateRecord(“Charter”);
 record.item(‘charter_signeddate’)= startdate;
 record.item(‘Charter_companyid’) = compid;
 record.SaveChanges()
 chartid=record.item(‘Charter_charterId’);

 var record6 = eWare.CreateRecord(‘charaction’);
 record6.item(‘char_CompanyId’)=compid;
 record6.item(‘char_chartid’)=chartid;
 record6.item(‘char_startdate’)=startdate;
 record6.item(‘char_tobeactioned’) = am + “/”+ ad +”/”+ay;
 record6.item(‘char_name’)=compname
 record6.item(‘char_completed’)=’No’;
 record6.item(‘char_acttype’)=’CSQ’;
 record6.item(‘char_department’) = dept;
    record6.item(‘char_active’)=’No’
    record6.item(‘char_order’)=6;
    record6.SaveChanges();
     chartactid = record6.item(‘char_charactionid’);

    }

}

  Response.Write(eWare.GetPage());

About the Author

John Waters (Director of Accounting Software Professionals) attained his IT and Accounting skills during the years when accounting systems were in their infancy. Spotting a niche in his chosen proefession as a Chartered Accountant, he has created a brand and breed of CA that bridges the gap between management needs and IT deliverables.