API payload question

[SpeedBullet]

I'm trying to add Accounts via the API.

These are recognized and imported correctly:

'name' => $data[7],
'website' => $data[10],
'type' => $data[32],
'industry' => $data[19],
'sicCode' => $data[11],
..... and a couple more 

I can successfully create an account, but is it possible that the following payload keys/values aren't recognized?

'createdAt' => $data[1],
'modifiedAt' => $data[2],
'createdById' => '1',
'modifiedById' => '1',
'assignedUserId' => '1' 

Is there a solution to import accounts with their creation dates? How to define the modifiedById?

[yuri]

Only inside framework it's possible to specify createById and createdAt

$this->getEntityManager()->saveEntity($entity, array('import' => true, 'noStream' => true, 'noNotifications' => true)); 

It's better to write script inside application and run.

[SpeedBullet]

That's bad news... :s I was trying this as a proof of concept to import notes into accounts (with their original dates). I'm migrating data out of another CRM into espocrm and I need to move the "notes" / "meetings" / "calls" etc... from the old CRM to espocrm with their dates.

I was hoping to do this via api calls via an external php script.

How do I write custom code inside espocrm and run it?

[yuri]

You can use api as well, but createdBy and createdAt will be lost.

You create php file in root directory

<?php

$sapiName = php_sapi_name();
if (substr($sapiName, 0, 3) != 'cli') {
    die("Cron can be run only via CLI"); // this for security to avoid running via http
}


include "bootstrap.php";

$app = new \Espo\Core\Application();

$app->setupSystemUser();

$container = $app->getContainer();

$entityManager = $container->get('entityManager');

// here parse your import data, it can be CSV

foreach ($rowList as $row) {
  $entity = $entityManager->getEntity('Account');
  $entity->set('field1', $row['field1'];
  $entity->set('field2', $row['field2'];
  $entityManager->saveEntity($entity, array('import' => true, 'noStream' => true, 'noNotifications' => true));  
}

then run your script
php script_name.php

[SpeedBullet]

Thanks this is extremely helpful! I've managed to import the bulk of what needs to be done. Still left with the notes/mails but that will be for tomorrow. Kind regards.

[SpeedBullet]

yuri : So what I managed to do is this: I adapted your code example to do the following:

• Open CSV file
• Transpose CSV data into php array
• Process each array row and "create" entities.
• DONE: Accounts, Contacts, Leads, Opportunities, Tasks
• TODO: For each Account, Contact, Lead, Opportunity: Create note and attach to its relation/parent (account or contact or opportunity, etc...)

It seems like the notes are a bit harder to import via the above code. Any pointers on how to do this? I checked the database and analysed the structure, but I don't really know which parameters to set. I need to add notes (I have them ready in CSV) to certain contacts. How to do this via entitymanager in the example code you provided?

[SpeedBullet]

Oh yeah! I've finally imported the notes after some more study of the database structure and a test note to see the behaviour. Worked fine! One thing though, I have imported all my notes in alphabetical order. The notes are now displayed in the wrong order. Like this:

Today: Todays note
1jan2016: old imported note
1feb2016: old imported note
1aug2016: old imported note

Today's note correctly displays at the top, but the rest are in the wrong order (I think it's sorted by ID and not by date).

Today: Todays note
1aug2016: old imported note
1feb2016: old imported note
1jan2016: old imported note

Could this be fixed in a future version please?