AnsweredAssumed Answered

Enable .CSV import or install MS Excel plugin for Projects module?

Question asked by Angelo Bovino on Aug 29, 2016
Latest reply on Sep 1, 2016 by jsmith

Hi,

 

 

I am looking for a way to enable importing for the Projects module.

 

The only solution I have found for this is by modifying some of the code in a .php file, however, I do not have access to these files.  If I can enable importing in Sugar and avoid using the Excel plugin, this would be the ideal scenario.

 

Question 1: Is there an easy way to enable .CSV importing for the Projects Module?  Please keep in mind that I will not have access to our servers, or be able to make any modifications in the Sugar code.

 

Question 1.a: If I cannot enable importing for the projects module will installing the Excel plugin allow me to import via Excel?  Or will I still need to enable importing?

 

Question 2: Also, we plan on making custom modifications in Studio to the Project module.  Besides making custom fields importable, is there anything I should know that could effect our installation of the Excel Plugin?

 

Sugar Version: SugarCRM Enterprise, Version 7.6.1.0

Excel Version: 14.0.7166.5000 (32-bit)

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