Creating db from imported csv files (first post) ?

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1

Hello,

I freshly installed SuiteCRM on my laptop (Mac) !
Based on this topic that was posted about one year ago (visit link) I am about to convert a sql file (generated from a proprietary CRM) to a csv file using TeamSQL client (Mac) : https://suitecrm.com/suitecrm/forum/installation-upgrade-help/16173-importing-sql-database


PREPARING CSV FILE IMPORT (CONTACTS) FOR DB CREATION IN SUITECRM ?
In my old other CRM (Epesi CRM) these contacts were contained in a single database (csv file to be imported), but dispatched in different tables that were inter-relating persons ; companies ; and complementary notes, to match the way these informations were input and organised from the Epesi CRM UI.

Does any setting options can be activated (from my MySQL server client or from SuiteCRM) so that the creation of a database from my imported csv file could propagate the same contact organisation and reflect it in the SuiteCRM contacts UI as it was in Epesi CRM UI ?

This is my first post and any recommandation or advice would be appreciated.

Regards,

2

Hi, welcome.

If you’re starting from a SQL file I don’t think you have much advantage going through the CSV format, it’s probably easier to just import through MySQL directly, adjusting the formats to the new database schema.

https://schema–suitedocs.netlify.com/schema/tables/

You can also consider writing a PHP import script (see an example here) since it gives you much better control for creating relationships and security records (so you can define who can access what).

Typical Hierarchy Setup