Hi,
I'm testing out the Devart excel connector for SugarCRM & Marketo and wanted to test the ability to create/ update records. However, the Edit Mode is grayed out. Are there additional steps needed to get this to work?
HELP. Thanks in Advance!
Niegel
Edit mode grayed out
-
Pinturiccio
- Devart Team
- Posts: 2420
- Joined: Wed 02 Nov 2011 09:44
Re: Edit mode grayed out
The Edit mode is disabled before you import data.
Here is an example of how to work with Excel Add-in for SugarCRM:
1. On the Devart tab, click "Get Data" in the Import group.
2. In the "Devart Excel Add-ins: Import Data Wizard", select SugarCRM in the Data Source list .
3. Set the connection parameters in order to connect to SugarCRM.
4. After you have set the connection parameters and Test Connection is successful, click Next.
5. The next wizard page is displayed, and you can select the required object on the "Visual Query Builder" tab. In the right part of the page, you can configure filters for data to select.
6. Alternatively, on the "SQL Query" tab, you can enter your own SQL query to select data.
7. After you have specified query settings on the "Visual Query Builder" tab or entered your query on the "SQL Query" tab, click Next.
8. The next window displays the first 10 rows of the selected data.
9. By default, a new worksheet with the name of the corresponding source object is created. You can change this name or use an existing worksheet.
10. After clicking Finish, the data will be imported to the Excel worksheet.
After this you can edit existing rows of a table and/or add new ones and submit changes back to the data source. For this, perform the following actions:
1. After you have imported data, on the Devart tab, in the Edit Session group, click "Edit Mode";
2. Make the necessary data changes and click Commit. The changes will be sent to the source;
3. Click "Edit Mode" again to turn off the edit mode.
If "Edit Mode" is disabled for you after you import data, then describe the steps you performed.
Here is an example of how to work with Excel Add-in for SugarCRM:
1. On the Devart tab, click "Get Data" in the Import group.
2. In the "Devart Excel Add-ins: Import Data Wizard", select SugarCRM in the Data Source list .
3. Set the connection parameters in order to connect to SugarCRM.
4. After you have set the connection parameters and Test Connection is successful, click Next.
5. The next wizard page is displayed, and you can select the required object on the "Visual Query Builder" tab. In the right part of the page, you can configure filters for data to select.
6. Alternatively, on the "SQL Query" tab, you can enter your own SQL query to select data.
7. After you have specified query settings on the "Visual Query Builder" tab or entered your query on the "SQL Query" tab, click Next.
8. The next window displays the first 10 rows of the selected data.
9. By default, a new worksheet with the name of the corresponding source object is created. You can change this name or use an existing worksheet.
10. After clicking Finish, the data will be imported to the Excel worksheet.
After this you can edit existing rows of a table and/or add new ones and submit changes back to the data source. For this, perform the following actions:
1. After you have imported data, on the Devart tab, in the Edit Session group, click "Edit Mode";
2. Make the necessary data changes and click Commit. The changes will be sent to the source;
3. Click "Edit Mode" again to turn off the edit mode.
If "Edit Mode" is disabled for you after you import data, then describe the steps you performed.