SugarCRM Import Accounts Using ID

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Summary:
This post shows you how to use the import facility to update Accounts or any other modules' entries (using the same principle) using the ID field.


Content:

The only situation in which you want to do this is to update many accounts at one time. But why we should bother about ID? It is because you might have accounts with the same name. However, their IDs are always different.

Firstly, you have to export all your data into a CSV file. Keeping the ID field, you can edit any other fields. After that, you can import back all the data.

You can easily export all your data by doing a simple search for nothing. In other words, you don't put any keywords for search. It will show all the data.
SugarCRM Import Accounts Using ID Step 1

SugarCRM Import Accounts Using ID Step 2

You can edit the shipping address, or any other fields. If you are not updating all the fields, keep only the most necessary ones.
SugarCRM Import Accounts Using ID Step 3

 
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