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Overview

This node integrates with SugarCRM to perform various operations on CRM modules such as Leads, Accounts, Contacts, Opportunities, Meetings, and custom complaint modules. Specifically, the 'Upsert' operation allows users to either update an existing record or create a new one based on specified criteria. This is useful for synchronizing data where you want to avoid duplicates and ensure records are updated if they already exist. For example, you can upsert a Lead by matching on email or phone number, updating the record if found, or creating a new Lead if not.

Use Case Examples

  1. Upsert a Lead by matching on email and phone number to update existing contact information or create a new Lead if none exists.
  2. Upsert an Account by matching on company name to keep account details current without creating duplicates.

Properties

Name Meaning
Module The SugarCRM module to operate on, e.g., Leads, Accounts, Contacts, etc.
Custom endpoint Custom API endpoint to use when 'Other (custom endpoint)' module is selected.
Upsert criteria Conditions used to find existing records to update instead of creating new ones. Multiple criteria can be specified, each with a field, operator, and value.
Leads — Campi Fields and their values to set on a Lead record during upsert.
Accounts — Campi Fields and their values to set on an Account record during upsert.
Opportunities — Campi Fields and their values to set on an Opportunity record during upsert.
Meetings — Campi Fields and their values to set on a Meeting record during upsert.
Contacts — Campi Fields and their values to set on a Contact record during upsert.
Customer complaints — Campi Fields and their values to set on a Customer complaint record during upsert.
Supplier complaints — Campi Fields and their values to set on a Supplier complaint record during upsert.
Advanced Advanced options including sending a custom JSON body instead of the standard fields.

Output

JSON

  • id - The unique identifier of the upserted record.
  • module - The module in which the record was upserted.
  • fields - The fields and values of the upserted record.

Dependencies

  • SugarCRM API with OAuth2 authentication

Troubleshooting

  • Ensure the SugarCRM API credentials are correctly configured and have the necessary permissions.
  • Verify that the upsert criteria fields and values are correctly specified to avoid unexpected record creation or update failures.
  • If using custom JSON body, ensure the JSON is valid and matches the expected API schema.
  • Common errors include authentication failures, invalid field names, or API endpoint errors. Check the error message for details and verify the API documentation.

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