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Customization Project for Sage CRM

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by Emma Tsai

Recently, we provided staff augmentation services to a housing service company. We had a Sage CRM developer working on several CRM customization projects that support their special operational needs for their student housing account management. One of the most current projects is to pull the application information from their existing housing website and upload them to Sage CRM and to create accounts and person records by following some pre-defined rules.

In order to trigger this automated upload process, we created two programs. One is a configuration program, which is used to store SQL connection information. The other one is an upload program, and users can use Windows task scheduler to set up the time and frequency to kick off the process.

When the process begins, it first determines if the account already exists in the system as a lead. If so, the program advances the status from Lead to Application and updates the various related fields on the company, person, address, etc., tables. However, if the applicant does not already exist in the system, it creates a new account and populates the company table, the person table, address, phone, etc., along with all the necessary “links.” After the process, the results populate in a SQL logging table and users see the results/summary on a custom Application Uploads screen in Sage CRM.

The customization streamlines and automates the process and saves users lots of time and effort. If you have any specific custom solution request, please contact me.

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