bthoem

Brilliant – thank you so much!

Works like a charm:-)

Bj?rn Tore

Hi Dipesh and thank you for returning on this topic.

Yes – “Account Name” (Company/ Customer name) is a field in the Lead module.

When i pull the import template, these are the fields in the Lead module:
First Name
Last Name
ID
Salutation
Title
Department
Account Name
Account Description
Website
Email Address
Non Primary E-mails
Mobile Phone
Office Phone
Home Phone
Other Phone
Fax
Primary Address Street
Primary Address City
Primary Address State
Primary Address Postalcode
Primary Address Country
Alt Address Street
Alt Address City
Alt Address State
Alt Address Postalcode
Alt Address Country
Status
Status Description
Lead Source
Lead Source Description
Description
Converted
Opportunity Name
Opportunity Amount
Referred By
Campaign ID
Do Not Call
Portal Name
Portal Application
Reports To ID
Assistant
Assistant Phone Birthdate
Contact ID
Account ID
Opportunity ID
Assigned User Name
Assigned User ID
Date Created
Date Modified
Created By ID
Modified By ID
Deleted Address
Geocode Status
Latitude
Longitude

We don’t need all of these fields, but Account Name would be appreciated:-)

Bj?rn Tore Hoem
Cloudwalker AS

Hi Siegoboy – same problem here – SuiteCRM is not in the drop down meny – SugarCRM does not work.

Bj?rn Tore

@smackcoders: Thank you a lot – let me know when you have something you would like me to test.

Looking forward to hearing from you again,

Bj?rn Tore

Hi and thank you.

I have installed the plugin, but SuiteCRM is not available in the pull down.

Trying to configure it as SugarCRM, only results in the following error message: “Crm fields are not yet synchronised”

Bj?rn TOre