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Moderator
Posts: 440
Registered: ‎05-07-2008

Custom Import Leads - Example

[ Edited ]

An example of customizing the Web Import Lead to allow custom transformations for fields.  Example shows Owner and Account Manager assignment.

Contained in the zip file:

 

• C# project for Custom Transformation Provider
• Test Import Data CSV file.
• ImportConfigurations.xml (Currently, cannot be bundled in AA, must be modified in the VFS in Configuration/Global) (This configures the import to use the Custom Transformation Provider.)

 

    Changed:
       <TransformationProviderType>Sage.SalesLogix.Services.Import.ImportTransformationProvider, Sage.SalesLogix.Services.Import, Version=7.5.0.1100, Culture=neutral, PublicKeyToken=null</TransformationProviderType>


    To:
  <TransformationProviderType>Custom.Import.CustomTransformationProvider, Custom.Import</TransformationProviderType>


• Modified SmartPart ( StepProcessRequest.ascx.cs)

     Commented out one line that forces the Transformation Provider to the default.
• AA Bundle that added the SmartPart and CustomImport.dll to the correct  support file  locations


After setting this up correctly you then can see the new custom transformation in the Import Wizard UI  during the mapping step.


Here we mapped AccountManager to [Set Account Manager Name] and Team to [Set Owner By Name].

 

 

Message Edited by jperona on 08-02-2009 02:21 PM
Message Edited by jperona on 08-02-2009 02:25 PM
Message Edited by jperona on 08-02-2009 02:35 PM

John Perona

Director, Infor CRM Development

Infor CRM

Infor CRM

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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Custom Import Leads - Example

Excellent John!
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RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
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New Member
Posts: 1
Registered: ‎10-30-2009

Re: Custom Import Leads - Example

Hi john,            Its nice and working good..... great john

 

Manish Dave

Salelogix Professional

 

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Nickel Contributor
Posts: 52
Registered: ‎01-25-2010

Re: Custom Import Leads - Example

Hello John,  This customization looks great.  The only problem I am having is that after it is imported as a lead, when I convert it to a contact, the owner field changes back to Everyone instead on the imported owner.  I looked at the SetProcessRequest.aspx.cs but was not sure what line was commented out.
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New Member
Posts: 1
Registered: ‎12-29-2010

Re: Custom Import Leads - Example

we have used this code since 7.5.1 and love it !

now, we are trying to upgrade to 7.5.3 and are getting an error:

it fails on record 1 with the error: Record Number 1: Error in calculated Transformation [Set Account Manager by Name] Source Field [Account Manager]

 

it appears to me that we need to change the CustomImport.dll in order to get it working in 753.

is it possible to get the source code for the dll so we can continue to use it?

 

Thanks,

Michael

 

Highlighted
Moderator
Posts: 440
Registered: ‎05-07-2008

Re: Custom Import Leads - Example

I've reposted the source.

John Perona

Director, Infor CRM Development

Infor CRM

Infor CRM