move-to-go 5.0.0

data/sources/lime-crm-basic/converter.rb

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+# encoding: UTF-8
+require 'move-to-go'
+
+# Customize this file to suit your LIME Pro database structure.
+#
+# Documentation move-to-go can be found at
+# http://rubygems.org/gems/move-to-go
+#
+# move-to-go contains all objects in LIME Go such as organization,
+# people, deals, etc. What properties each object has is described in
+# the documentation.
+#
+# *** NOTE:
+#
+# Integration-ID and LIME-links are automatically created for each
+# object
+
+# *** TODO:
+#
+# You must customize this template so it works with your LIME Pro
+# database. Modify each to_* method and set properties on the LIME Go
+# object.
+#
+
+############################################################################
+# Constants
+# Edit these constants to fit your needs
+
+# Connection to the SQL-server
+# You can use either an AD-account or SQL-user credentials to authenticate.
+# You will be prompted for the password when you run the import.
+#
+# Remove SQL_SERVER_USER or leave it empty if you want to connect with
+# the user that is running move-to-go.
+SQL_SERVER = ''
+SQL_SERVER_DATABASE = ''
+SQL_SERVER_USER = ''
+
+# LIME Server 
+LIME_SERVER = ''
+LIME_DATABASE = ''
+LIME_LANGUAGE = 'sv' # Used for the values in set and option fields
+
+# Companies
+# Set the name of the relation field to the responsible coworker
+ORGANIZATION_RESPONSIBLE_FIELD = 'coworker'
+
+# Deals
+# Set if deals should be imported and name of relationfields.
+# Defaults should work well.
+IMPORT_DEALS = false
+DEAL_RESPONSIBLE_FIELD = 'coworker'
+DEAL_COMPANY_FIELD = 'company'
+
+# Notes
+# Set if notes should be imported and name of relationfields.
+# Defaults should work well
+IMPORT_HISTORY = true
+HISTORY_COWORKER_FIELD = 'coworker'
+HISTORY_COMPANY_FIELD = 'company'
+HISTORY_PERSON_FIELD = 'person'
+HISTORY_DEAL_FIELD = 'business'
+
+############################################################################
+
+class Converter
+
+    # The to_coworker, to_organization, etc methods takes a LIME Go
+    # object (a coworker or organization etc) where some basic
+    # properties already has been set. The methods will also have a
+    # row argument that represents the database row in LIME Pro. Some
+    # methods will also get the rootmodel. You can use the rootmodel
+    # if you need to lookup coworkers or other object.
+    #
+    # The to_ methods should return the object that is provided as argument.
+    #
+    # We have included some sample code that shows how to set
+    # different properties. However, the goal is that you should NOT
+    # have to modify anything to get a basic import of a LIME Pro Core
+    # database.
+
+
+    # The following properties are set on the coworker by default:
+    #
+    # LIME Go field                                LIME Pro field label
+    # coworker.first_name and coworker.last_name   Name
+    # coworker.email                               PrimaryEmail
+    # coworker.direct_phone_number                 BusinessTelephoneNumber
+    # coworker.mobile_phone_number                 MobileTelephoneNumber
+    def to_coworker(coworker, row)
+        # If your database dont have fields with the specifed labels,
+        # you must set properties as below.
+
+        # coworker.first_name = row["firstname"]
+        # coworker.last_name = row["lastname"]
+        # coworker.direct_phone_number = row["phone"]
+        # coworker.mobile_phone_number = row["cellphone"]
+        # coworker.email = row["email"]
+
+        return coworker
+    end
+
+    # The following properties are set on the organization by default:
+    #
+    # LIME Go field                                LIME Pro field label
+    # organization.name                            Name
+    # organization.organization_number             CompanyNumber
+    # organization.email                           PrimaryEmailAddress
+    # organization.web_site                        BusinessHomePage
+    # organization.central_phone_number            BusinessTelephoneNumber
+    # organization.postal_address.street           StreetAddress + StreetAddress2
+    # organization.postal_address.zip_code         ZipCode
+    # organization.postal_address.city             City
+    # organization.postal_address.country          Country
+    # organization.visit_address.street            VisitingAddressStreetAddress + VisitingAddressStreetAddress2
+    # organization.visit_address.zip_code          VisitingAddressZipCode
+    # organization.visit_address.city              VisitingAddressCity
+    # organization.visit_address.country           VisitingAddressCountry
+    def to_organization(organization, row)
+        # If your database dont have fields with the specifed labels,
+        # you must set properties as below.
+        
+        # organization.name = row['name']
+        # organization.organization_number = row['registrationno']
+
+        ####################################################################
+        ## Bisnode ID fields
+
+        # NOTE!!! If a bisnode-id is present you dont need to set
+        # fields like address or website since they are reterived from
+        # PAR.
+
+        # bisnode_id = row['parid']
+
+        # if bisnode_id && !bisnode_id.empty?
+        #     organization.with_source do |source|
+        #         source.par_se(bisnode_id)
+        #     end
+        # end
+
+        # If a company is missing a bisnode ID then you should do this
+        # in order to capture any possible data that is written manually
+        # on that company.
+
+        # if bisnode_id && bisnode_id.empty?
+        #      organization.web_site = row['website']
+        #      organization.central_phone_number = row['phone']
+        
+
+        #     ####################################################################
+        #     # Address fields.
+        #     # Addresses consists of several parts in LIME Go. Lots of other
+        #     # systems have the address all in one line, to be able to
+        #     # match when importing it is way better to split the addresses
+
+        #     organization.with_postal_address do |address|
+        #         address.street = row['potstaladdress1']
+        #         address.zip_code = row['postalzipcode']
+        #         address.city = row['postalcity']
+        #         address.location = row['country']
+        #     end
+
+        #     # Same as visting address
+
+        #     organization.with_visit_address do |addr|
+        #         addr.street = row['visitingaddress1']
+        #         addr.zip_code = row['visitingzipcode']
+        #         addr.city = row['visitingcity']
+        #     end
+        # end
+        #####################################################################
+        ## Tags.
+        # Set tags for the organization. All organizations will get
+        # the tag "import" automagically
+
+        # organization.set_tag("Guldkund")
+
+        #####################################################################
+        ## Option fields.
+        # Option fields are normally translated into tags
+        # The option field customer category for instance,
+        # has the options "A-customer", "B-customer", and "C-customer"
+        
+        # case row['businessarea']
+        # when 'Marketing', 'Sales'
+        #     organization.set_tag(row['businessarea'])
+        # end
+
+        #####################################################################
+        ## Set fields.
+        # Set fields are normally translated into tags
+        # A field is a ";"- separated list. We must first split them into
+        # an array.
+
+        # values = row["mailings"].split(";")
+        # values.each do |value|
+        #     if value = "Newsletter"
+        #         organization.set_tag(value)
+        #     end
+        # end
+
+        #####################################################################
+        ## LIME Go Relation.
+        # let's say that there is a option field in Easy called 'Customer relation'
+        # with the options '1.Customer', '2.Prospect' '3.Partner' and '4.Lost customer'
+
+        # case row['relation'] 
+        # when '1.Customer'
+        # We have made a deal with this organization.
+        #    organization.relation = MoveToGo::Relation::IsACustomer
+        # when '2.Prospect'
+        # Something is happening with this organization, we might have
+        # booked a meeting with them or created a deal, etc.
+        #    organization.relation = MoveToGo::Relation::WorkingOnIt
+        # when '4.Lost customer'
+        # We had something going with this organization but we
+        # couldn't close the deal and we don't think they will be a
+        # customer to us in the foreseeable future.
+        #    organization.relation = MoveToGo::Relation::BeenInTouch
+        # else
+        #    organization.relation = MoveToGo::Relation::NoRelation
+        # end
+
+        return organization
+    end
+
+    # The following properties are set on the person by default:
+    #
+    # LIME Go field                                LIME Pro field label
+    # person.first_name                            Name
+    # person.last_name                             Name
+    # person.direct_phone_number                   BusinessTelephoneNumber
+    # person.mobile_phone_number                   MobileTelephoneNumber
+    # person.position                              JobTitle
+    # person.email                                 PrimaryEmailAddress
+    def to_person(person, row)
+        ## Here are some standard fields that are present
+        # on a LIME Go person that might be represented as custom
+        # fields in Pro.
+        # person.first_name = row["firstname"]
+        # person.last_name = row["lastname"]
+
+        # person.direct_phone_number = row['phone']
+        # person.mobile_phone_number = row['cellphone']
+        # person.email = row['email']
+        # person.position = row['position']
+
+        #####################################################################
+        ## Tags.
+        # Set tags for the person
+        # person.set_tag("VIP")
+
+        #####################################################################
+        ## Checkbox fields.
+        # Checkbox fields are normally translated into tags
+        # Xmas card field is a checkbox in Easy
+
+        # if row['Xmascard'] == "1"
+        #     person.set_tag("Xmas card")
+        # end
+
+        #####################################################################
+        ## Multioption fields or "Set"- fields.
+        # Set fields are normally translated into multiple tags in LIME Go
+        # interests is an example of a set field in LIME Pro.
+
+        # if row['intrests']
+        #     intrests = row['intrests'].split(';')
+        #     intrests.each do |intrest|
+        #         person.set_tag(intrest)
+        #     end
+        # end
+
+        #####################################################################
+        ## LIME Go custom fields.
+        # This is how you populate a LIME Go custom field that was created in
+        # the configure method.
+
+        # person.set_custom_value("shoe_size", row['shoe size'])
+
+        return person
+    end
+
+    # The following properties are set on the person by default:
+    #
+    # LIME Go field                                LIME Pro field NAME
+    # deal.name                                    name
+    # deal.description                             wonlostreason
+    # deal.value                                   businessvalue
+    def to_deal(deal, row)
+        
+        # deal.name = row['name'] 
+        ## Here are some standard fields that are present
+        # on a LIME Go deal and are usually represented
+        # as custom fields in Pro.
+
+        # deal.order_date = row['orderdate']
+
+        # Deal.value should be integer
+        # The currency used in Pro should match the one used in Go
+
+        # deal.value = row['value']
+
+        # should be between 0 - 100
+        # remove everything that is not an intiger
+
+        # deal.probability = row['probability'].gsub(/[^\d]/,"").to_i unless row['probability'].nil?
+
+        # Sets the deal's status to the value of the Pro field. This
+        # assumes that the status is already created in LIME Go. To
+        # create statuses during import add them to the settings
+        # during configure.
+
+        # if !row['businessstatus'].nil? && !row['businessstatus'].empty?
+        #     deal.status = row['status']
+        # end
+
+        #####################################################################
+        ## Tags.
+        # Set tags for the deal
+
+        # deal.set_tag("productname")
+
+        return deal
+    end
+
+    # Reads a row from the History table 
+    # and ads custom fields to the move-to-go history.
+
+    # NOTE!!! You should customize this method to include
+    # and transform the fields you want to import to LIME Go.
+    # The method includes examples of different types of
+    # fields and how you should handle them.
+    # Sometimes it's enough to uncomment some code and
+    # change the row name but in most cases you need to
+    # do some thinking of your own.
+    def to_history(history, row)
+
+        # history.text = row['text']
+
+        # Set the history classification. The value must be a value from the
+        # MoveToGo::HistoryClassification enum. If no classification is
+        # set the history will get the default classification 'Comment'
+        
+        # case row['type']
+        # when 'Sales call' 
+        #   history.classification = MoveToGo::HistoryClassification::SalesCall
+        # when 'Customer Visit'
+        # history.classification = MoveToGo::historyClassification::ClientVisit
+        # when 'No answer'
+        #   history.classification = MoveToGo::HistoryClassification::TriedToReach
+        # else
+        #   history.classification = MoveToGo::HistoryClassification::Comment
+        # end
+        
+        return history
+    end
+
+    
+    def configure(rootmodel)
+        #####################################################################
+        ## LIME Go custom fields.
+        # This is how you add a custom field in LIME Go.
+        # Custom fields can be added to organization, deal and person.
+        # Valid types are :String and :Link. If no type is specified
+        # :String is used as default.
+
+        # rootmodel.settings.with_person  do |person|
+        #     person.set_custom_field( { :integration_id => 'shoe_size', :title => 'Shoe size', :type => :String} )
+        # end
+
+        # rootmodel.settings.with_deal do |deal|
+            # assessment is default DealState::NoEndState
+        #     deal.add_status( {:label => '1. Kvalificering' })
+        #     deal.add_status( {:label => '2. Deal closed', :assessment => MoveToGo::DealState::PositiveEndState })
+        #     deal.add_status( {:label => '4. Deal lost', :assessment => MoveToGo::DealState::NegativeEndState })
+        # end
+    end
+
+    # HOOKS
+    #
+    # Sometimes you need to add exra information to the rootmodel, this can be done
+    # with hooks, below is an example of an organization hook that adds a comment to
+    # an organization if a field has a specific value
+    #def organization_hook(row, organization, rootmodel)
+    #    if not row['fieldname'].empty?
+    #        comment = MoveToGo::Comment.new
+    #        comment.text = row['fieldname']
+    #        comment.organization = organization
+    #        comment.created_by = rootmodel.migrator_coworker
+    #        rootmodel.add_comment(comment)
+    #    end
+    #end
+
+end
+

data/sources/lime-easy/.gitignore

@@ -0,0 +1,14 @@
+# See http://help.github.com/ignore-files/ for more about ignoring files.
+#
+# If you find yourself ignoring temporary files generated by your text editor
+# or operating system, you probably want to add a global ignore instead:
+#   git config --global core.excludesfile ~/.gitignore_global
+
+# Ignore bundler config
+/.bundle
+# Ignore built gems
+/*.gem
+# Ignore all logfiles and tempfiles.
+/tmp
+/spec/tmp
+pkg

data/sources/lime-easy/.move-to-go/readme.txt

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+This source converts a LIME Easy database to LIME Go.