ETLS - ETL for SugarCRM

1. Does ETLS require any SugarCRM installation or modifications?

No - ETLS simply requires valid SugarCRM login credetials, which are encrypted and saved for reuse on the local Windows operating system.

2. Can we use ETLS with custom modules we have created?

Yes - the user guide has examples of this.

3. Can we prevent duplicates from being created/uploaded in a module?

Yes - the Parent Identifier setting lets users skip records that exist in a target SugarCRM module.

4. Can we record data after each module record upload?

Yes - the Post Update setting lets users update local databases with data returned by SugarCRMs API.

5. How can we update a particular module record?

Users can either provide the module record unique identifier ID OR use the the Parent Identifier setting to query/retrieve the record ID.
Record IDs can be saved/recorded as noted in 4. above.

6. How can we create records for several modules and relate/link them as needed?

Create an auxiliary local database table where you save the record IDs, after each module record upload (see 4. above), as in this MS SQL example:

CREATE TABLE [ETLS_AUX](
    [module] [varchar](30) NOT NULL,
    [id] [varchar](36) NOT NULL,
    [sourceid] [varchar](36) NOT NULL,
    [created] [datetime] NULL,
    [updated] [varchar](32) NULL
) 

Use the saved information at a later time to build your module relationships as needed. Users of SugarCRM instances with v10 API support can use the speedier Bulk Load options of ETLS.

6. Can we synchronize SugarCRM modules records with our local application databases?

Yes - in addition to creating and updating module records, ETLS comes with a Pull option example for updating local databases. Use the Windows Task Scheduler (see 9 below) or run ETLS from within your applications.

7. Can ETLS run in other than Windows operating systems?

No - ETLS is a Windows based tool and it requires Windows environments that support Microsoft’s PowerShell Scripting engine.

8. Is there a limit on number of SugarCRM users for the Lite ETLS version?

No - it's only limit is the use of CSV files for input.

9. Can we run an ETLS configuration at given scheduled intervals?

You can create an xml file from the example here and then import and modify/rename the task for your needs inside the Windows Task Scheduler and according to your ETLS config file.