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Michele Gaw

Updating data in Sage CRM from an External Entity

Posted By

Help! Need some assistance regarding my options to update a record in the Person entity after contacts in an external entity are updated.

We have the external contacts list connected to the Sage CRM database. It is my understanding that if the contact list is updated through Sage CRM, I could use table level scripts to update the Person record. However, users want to be able to update the contacts from within the external database and have that data populated or updated in Sage CRM at the same time.

Since table level scripts will not work if the data is updated in the external entity, I am wondering what options I might have in accommodating this request.

Any assistance that could be provided would be greatly appreciated!

Thank you!

  • 0

    Hi Michele,

    You could do this outside of CRM with a SQL trigger on your external database, which will track changes to the record in that database, and then feed the information through to your normal CRM database with an UPDATE statement. Are the two databases both held within the same SQL instance? If not, you will need to create a linked server in SQL Server firstly, to allow them to pass information from one to the other.

    Thanks,

    Ben

  • 0

    Hi Ben..

    The two databases are not held within the same SQL instance.

    I like the idea of creating a linked server. I had considered that previously. However, the IT group that I was working with told me that it would not be possible. Therefore, I did not pursue it. The external database that I am trying to connect to is a Pervasive SQL database. Do you know if you can create a linked server to a Pervasive database?

    Any assistance that you can provide would be greatly appreciated!

    Thank you! Michele

  • 0

    I have no knowledge of Pervasive SQL unfortunately, but a quick Google tells me it is possible...

    "If you want to use the Pervasive provider,you'll need to download and install the Pervasive ADO.NET SDK (in the Software Development Kit section at pervasivedb.com/.../Default.aspx).

    You should be able to add the linked server pointing to an ODBC DSN though. You'll need to use the "MSDASQL" or "Microsoft ODBC Datasource" as the provider."

    Hope this helps!

    Ben

  • 0

    Thanks Ben!

    I will give these a try!

    I appreciate your assistance!

    Michele

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