SSIS Components for SuiteCRM

Build 22.0.8509

Opportunities

Create, update, delete, and query opportunities saved in SuiteCRM

Table Specific Information

Select

You can query the Opportunities table using any criteria in the WHERE clause. The component will use the SuiteCRM API to filter the results.

SELECT * FROM Opportunities WHERE [Opportunity Name] LIKE '%test%' AND [Date Created] > '2017-10-09'

Insert

Create an Opportunity by specifying any writable column.

INSERT INTO Opportunities ([Opportunity Name],Amount,[Account Id]) VALUES ('Good opportunity',5000,'AccountId58')

Update

You can update any Opportunity column that is writable, by specifying the Id.

UPDATE Opportunities SET [Expected Close Date] = '2017-08-25' WHERE Id = 'Test123' 

Delete

Remove an Opportunity by specifying the Id.

DELETE FROM Opportunities WHERE Id = 10003

Columns

Name Type ReadOnly Description
ID [KEY] String False

The unique identifier of the opportunity.

AccountID String True

The Id of the associated account.

AccountName String True

The name of the associated account.

Address String True

Address from Google Maps of the opprtunity.

Amount Double False

Formatted amount of the opportunity.

Assignedto String True

The user name of the user assigned to the record.

AssignedUser String False

The Id of the user assigned to the record.

Campaign String True

The name of the campaign that generated the lead.

campaign_id String False

The Id of the campaign that generated the lead.

CreatedById String True

The Id of the user who created the record.

CreatedByName String True

The user name of the user who created the record.

Currency String False

The Id of the currency used for display purposes.

CurrencyName String True

The name of the currency used for display purposes.

CurrencySymbol String True

The symbol of the currency used for display purposes.

DateCreated Datetime True

Date the record was created.

DateModified Datetime True

The date the record was last modified.

Deleted Bool False

The record deletion indicator.

Description String False

Full text of the note.

ExpectedCloseDate Date False

The expected or actual date the oppportunity will close.

GeocodeStatus String True

Geocode from Google Maps of the opprtunity.

Latitude Double True

Latitude from Google Maps of the opprtunity.

LeadSource String False

Source of the opportunity.

Longitude Double True

Longitude from Google Maps of the opprtunity.

ModifiedById String True

User who last modified the record.

ModifiedByName String True

The user name of the user who last modified the record.

NextStep String False

The next step in the sales process.

OpportunityAmount Double False

Unconverted amount of the opportunity.

OpportunityName String False

Name of the opportunity.

Probability(%) Int False

The probability of closure.

SalesStage String False

Indication of progression towards closure.

Type String False

Type of opportunity (e.g., Existing or New).

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Rows@Next String

Identifier for the next page of results. Do not set this value manually.

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Build 22.0.8509