I am currently working on a project whereby I have to make both openERP and SugarCRM talk to each other.
For example, if I add a new Account in SugarCRM, this account is also created in OpenERP...and if I create a new Customer in OpenERP, a new customer with same values is created in SugarCRM.
I've searched the net and I found a connector which allows this interfacing.
http://www.sugarforge.org/projects/sugar2openerp
This connector is not an easy thing to work with...I had to build a module inside SugarCRM for me to input connection details (url, username, password, etc ).
Now, I dont know how to proceed with the connector...the files contained in it mentioned "accounts_cstm"... should I create it or no?
Have you looked at the import_sugarcrm module (http://apps.openerp.com/addon/6970)?
I've never used it, but it is an certified OpenERP module, which means that it is officially supported by OpenERP SA, so you should be able to get support and post feature requests if necessary.
all table names ended with "_cstm" are the upgrade safe portion of the data you create in SugarCRM (_cstm for "custom"). For example if you add a new field to accounts, the original structure doesn't change. SugarCRM creates your new field in this table, and relates to the original accounts table thru id_c field.
I didn't test the module you are mentioning here, but if well constructed there wouldn't be need of creating such table.
Related
I'm migrating a customer CRM database to Dynamics CRM. It's about accounts, contacts, and activities. Unfortunately, the previous CRM was not really well used so the data are a bit confused:
While creating a contact, you have a field "Company" that is a "look up" field as we can find in Dynamics. But, if you write something in there and you don't look up for the company entity, the value entered becomes just a value of the field "COMPANY" in the "CONTACT" record.
That's why I have some contacts that are not really associated with companies.
In Dynamics, I'm using the Import Wizard to imports those entities. Is there a way to add the contact's company if it not already exists while importing contacts?
You need to handle this during the Create – by a plugin with a step, or by a workflow. Both works similarly to DB trigger. Plugin is basically .dll written in C#, running in a sandbox, using some of MS libraries. It is registered by external utility. Workflow is something you can do without programming right in the CRM UI. It is easier do deploy, but it has less possibilities. You can find enough information about both online.
I would recommend following process:
Create temporary custom text field on a Contact entity to store account name as a text.
Before the import, in the import file, create a copy of account column with another name.
One account column should be linked to account lookup (parent customer). This is for automatic joining contact and account. The other column is linked to the created field.
Your routine (workflow or plugin) to process this will have following condition to proceed: If account lookup is empty. Then you will create a new account by using information from Contact (mainly account name) and then associate the account and contact (update of the contact record). Optionally erase account text field on the Contact.
At the end, you should deactivate or remove the routine. If you’d use it more often, you need some condition to recognize records are created by import.
When creating a new project from the Google Developers Console, it asks for a project name. If an id equivalent to that project name is available, it makes the id to be the same as the project name. If not, some unique id is system generated.
When an id is not available, is there a way to determine who owns the id? There's an id I would like to use, and I'm not sure who is using it (or whether I mistakenly used it in a different GAE project).
If you created the id (and you didn't delete it) you should see it in the Developers Console. If you deleted it you can't re-use it anymore:
Accept the generated project ID or supply your own ID. This project ID
is used as the App Engine application ID. Note that this ID can only
be used once: if you subsequently delete your project, you won't be
able to re-use the ID in a new project.
No there is no way to know this. You can visit the appspot version of the website (appid.appspot.com) and maybe gather something from there, but there is no way to know who is using it.
We now have one site running but we will need to build a branded site for our client soon. The client site will have exactly the same data set as our current site expect for the user data. The client site must have totally separated user info which allows only the client to use the site.
I don't see the need for setting up a new database or creating a new user table for the client. My tentative solution is add a "Company" column for the user table so that I can differ which site the user data row is on.
I do not know if this approach will work or not or if it is the best practice. Could anyone with experience like this shed some light on this question?
Thanks,
Nigong
P.S. I use LAMP with AWS.
Using an extra column to store a company / entity id is a common approach for multitenant system. In general you will want to abstract the part that that verifies you can only retrieve data you're allowed to a piece that all queries go through, like your ORM. This will prevent people new to the project from exposing/using data that shouldn't be exposed/used.
I want to create multiple levels of users in my application developed using django1.6 and python 3.2. I inserted the levels in auth_group table. but in the add user page of Django Admin I can assign one user to more than one group(multiselect Group values). Actually I want is one user to one Group only.
Please reply me.
Definitely change the django core is not an option. You shouldn't never do it because in the future you will have problems to update your system to the new django versions,
I can't see clearly why you want to do it but if you really think is a good implementation you should extend your Authentication model to implement what you need:
https://docs.djangoproject.com/en/dev/topics/auth/customizing/
i am new to Drupal and want to do the following:
Allow for a simple user registration process
Once the user is registered, allow them to register a project->a project is going to basically have a name, an address and a picture.
Allow for projects to have teams within themselves
kindly guide how to proceed and modules required to do this.
So, there is a core module called "Users". That allows for username creation and authentication. Just go to "admin/modules" and enable it. Then take some time to familiarize yourself with how that works in terms of the experience of creating an account and managing users.
If you require additional login functionality (such as being able to log in using and email address instead of a username), there is a module called LoginToboggan that provides a lot of good functionality
For user profiles, there is a new Drupal 7 module called Profile2 which should meet your needs. Just install it and its dependencies and specify which fields should be in a user profile.
For teams and projects, I think that maybe you're thinking about things the wrong way. Look into the module Organic Groups. That will allow you or users to create their own teams that can then be associated with different nodes.
Finally, create a node type called Project. Specify whatever fields you need for that project. Then, set your permissions so that users can create groups and create new Projects.