I need to send reports(that would be scheduled to be sent every day for example) from SugarCRM to Google Drive. I checked code that is used to schedule sending reports to users email address, but I noticed that too many things are hard coded, and it would be very hard to extend everything without modify core files.
So I just wonder what would be best solution to this problem. We are using SugarCRM 7.7
Thank you for reply. This is interesting approach, I was thinking about similar approach, but using IMAP functions to get emails, parse them extract attachments. Your approach is much better and simpler, but I am still trying to find out if this can be done in SugarCRM.
I have some ideas, but will share them if they works once I get chance to test them.
The other option I'd pursue is to use the Google Drive REST API in a scheduler - Upload Files | Drive REST API | Google Developers - but I've no idea how you'd generate the report in the scheduler, you'd have to dig into the reporting classes, and as you said, it's very much hard-coded (hopefully soon it'll be moved to Sidecar).
Hi Ivica,
Interesting use case!
For clarification: What kind how reports are you sending? Rows and Columns?
One approach could be the following:
- Determine one user in Sugar with gmail account that collects the email
- With that user set up the normal scheduled reports for example daily in Sugar
- Then get some external tool like the following to monitor the email inbox and save the attachments:
How to Save Gmail Emails and Attachments to Google Drive
All you have to do is visually create a rule, similar to how your create filters in Gmail, and then specify a folder in your Google drive. The add-on runs in the background and will automatically download the matching emails to the corresponding Drive folder. You can choose to save the email message only, the included attachments or both.
That should work.
Other than that you can of course create your script to create and save the CSVs, depending on the complexity of the report. So just use the REST API to get data from the instance and then in PHP or any other language concat that to a CSV file. Then you can use the Google Drive REST API to upload that file there.
Would that help for your use case?
Hi Dennis,
Thank you for detailed reply.
I managed to send Row and Columns reports from SugarCRM to Google Drive using schedulers, and works perfect(I had to copy and modify code from template_handle_export() function, so it return content rather than output it) and it is upgrade safe. I will share some ideas once we complete this feature.
Now, we want to export summation reports(we plan to export only summation, no need for summation with details report types and we would exclude all graphs) too to Google Drive, but in csv format(without graphs). Now because there are no options to export these reports to csv format, I guess best idea is to create custom code based on code for generating these reports in pdf format, right? Any suggestions/best practice on this?
BTW, as an alternative to methods that already were mentioned, you can automatically send CSV reports from SugarCRM to your Google Drive with the help of Skyvia.
I had to do something similar to this, I don't have it documented anywhere but if you go to my blog and look at one of my dashlet projects (Code from the creek...: Use Rows & Columns reports in Dashlets ) I have code in there (GIT Repository at the bottom) in a file called files/custom/modules/Reports/clients/base/api/ReportsDashlets2Api.php that has the code for running and saving any rows and columns report. You could run that, save the result to CSV and then upload that all in a simple scheduler.
I'd recommend not trying to do this in Sugar and just getting it scheduled emailed to your gmail account and getting a non-Sugar script to get it into drive. E.g.:
Send to Google Drive with Google Apps Script
How to Save Gmail Emails and Attachments to Google Drive