Re: [fat-free-crm-dev:435] Importing Contacts

[Eric Shelley]

Hi,

I just got done doing the same thing. I created a rake task to handle the migration.

Right now it handles custom csv files. But it could easily be converted to handle an Outlook csv format.

Eric
er...@webdesignbakery.com

----- Reply message -----
From: "Jason Alexander" <jason.a...@gmail.com>
Date: Fri, Jan 7, 2011 10:30 am
Subject: [fat-free-crm-dev:435] Importing Contacts
To: <fat-free...@googlegroups.com>

Hey there,

I tweeted Michael about this, and he suggested I send through requirements about importing in contacts -

I currently have a client that I setup Fat Free CRM for, and he loves it, except that he's migrating over from having manually managed all of his contacts in Outlook. No problem, I thought originally, I would just export the contacts to CSV and import them in. But, there was no facility for it.

So, my requirements are very simple:

* Must have the ability to take a CSV of contacts, formatted from Outlook and import them in.

* Should be able to handle large files (my client has 1700 contacts, and the file is 425k, so it's really not THAT big)

* Should be able to prompt for resolution of conflicts

* Should be able to confirm how many were imported, how many failed, etc...

Please let me know if I can help clarify! Obviously, my format is very much shoot-from-the-hip style. :)

Thanks!
-Jason

--
Jason Alexander

Site: http://JasonA.net
Twitter: http://twitter.com/jasona
LinkedIn: http://www.linkedin.com/in/jasonlalexander

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[ademola adesakin]

Eric,

Can you share the rake task for importing? I would like to have it and possibly the option of extending to others as well.

Regards,

Ademola Osindero

---

From: Eric Shelley <er...@binarytreeinvestments.com>
To: Jason Alexander <jason.a...@gmail.com>; fat-free...@googlegroups.com
Sent: Fri, 21 January, 2011 17:23:19
Subject: Re: [fat-free-crm-dev:437] Importing Contacts

[Eric Shelley]

Ademola,

It's ugly right now (here's a little bit of my rake task: https://gist.github.com/833736), but I'm going to be making a graphical import of this in the next month or so. I'm hoping to make this a plugin as well.

My install of FatFreeCRM has custom fields and I added some roles, so you may need to remove those from the rake task, otherwise you can extend this example anyway you like.

Thanks,
Eric