Opportunity & Quote Export

SageCRM Opportunity & Quote Export (SAMSAGECRMEX)

This integration extracts Opportunities and Quotes from the Sage. This job demonstrates the SageCRM Reader transform which is powered by SData.

The flow of the integration:

  1. Read
  2. Map
  3. Write

Read Transform

The SageCRM Reader transform provides the ability to extract data from SageCRM with the hierarchical structure between the data intact.

  1. The Top Level Entity drop sets the entity that will be at the top of the resultant dataset; in this job it is set to Opportunity.
  2. The filter statement provides a means to limit the dataset. The filter statement is in a SQL like language and is essentially a where clause in a SQL statement.

  1. The field mapping tab allows fields to be deselected from the dataset.
  2. Press Refresh to generate the dataset. The result is a hierarchical dataset; click the ‘+’ icons at the left hand side of the grid to view the child records.

Map Transform

In this job the map transform adds a new field ‘RecType’ to each record. On each record the field sets a different integer value.

Write Transform

The write transform exports the dataset to an Excel file.