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Import Documents to contacts
#1
I wish import a lot of documents in my coreBOS. All document file needs will be relation to contacts.

How I can do that?
Ranieri
eCRM Web
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#2
any ideia?
Ranieri
eCRM Web
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#3
You are looking for this:

http://corebos.org/documentation/doku.php?id=en:extensions:extensions:massdocumentimport
Joe
TSolucio
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#4
Like this.

But all docs in a directory structure with a custom filed number

001
002
003

inside each folder, file name has a code and this code is a key in another custom table

I need read all directory
Found in CRM, a contact,

name of directory = custom filed created in contatcs

Founded from name of file, in another table to translate this code to a original name

Created a new document in coreBOS, related a contact and with a name rescued from this table
Ranieri
eCRM Web
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#5
I'm sorry, I don't understand you but it is irrelevant. Right now we read the file name and expect this format:

recordidentifier_filename

recordidentifier must be the value in some field in the account or contact. If you need to modify that logic we can search on any field you want and you/we can adapt the code to search in any structure you want. The hard work is done, changing the logic to match your particular use case is "just work"
Joe
TSolucio
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#6
Yes,
I think the process has two parts

First is this process to identify each file
Second upload process automated, in coreBOS

I don't know how I can do second part ...
Ranieri
eCRM Web
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#7
Use webservice: http://corebos.org/documentation/doku.php?id=en:devel:corebosws:docenhance_examples
Joe
TSolucio
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#8
You think is possible for me change a little this code for do I need ?
Ranieri
eCRM Web
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#9
Yes, both with the massdocumentimport extension and with the webservice interface you can do what you are need to do.
Joe
TSolucio
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