Import Opportunities from SugarCRM ================================== This section explains how the import of opportunities from SugarCRM will represent itself on Tryton. .. note:: All the data represented below is demo data and is only for demonstration purposes. .. _import-opportunities: Opportunities are imported as Parties ------------------------------------- Only opportunities in the `Closed Won` state are imported in Tryton. This is periodically done by the Tryton CRON system. The default interval between two imports is a day, but can be modified to your requirements. :ref:`sugarcrm-cron`. **Opportunities in SugarCRM** .. image:: images/converted-opportunities.png :width: 900 **Opportunities imported as Parties in Tryton** | ``Menu: Party > Parties`` .. image:: images/imported-parties.png :width: 900 **Opportunity View in SugarCRM** .. image:: images/opportunity.png :width: 900 **Party in Tryton** .. image:: images/party.png :width: 900 Understanding the import mappings --------------------------------- * **Opportunities in `Closed Won` state** are imported as **Parties** * **Accounts related to Opportunity** are imported as **addresses**. * **Billing and Shipping addresses on each account** are imported as **addresses**. * **Contacts related to the Opportunity** are also imported as **addresses**. * **Any phone, fax, email or website linked to Account or Contact** are imported as **contact mechanisms**. * **Any documents attached to Opportunity, Account or Contact** are imported as **attachments**. It can be accessed as shown in section :ref:`accessing-attachments`