OroCRM has different entities to storage customer information.
“Contacts, Accounts, Web Customer, B2B Customer, Leads, Opportunities”. It’s a kind of confuse to me to figure out where should I import customers because in some parts of the system one entity are required by another.
– To create a Opportunity, I have to select a “B2B Customer”
– To create a B2B Customer, I have to select an “Account”
So, I have 2 questions:
1) If I have a list of customers, and I want to use these customers to all OroCRM features, i.e: Create Leads, Opportunity, etc. Where should I import my .csv list?
2) I know that all process lives under the table oro_process_definition.actions_configuration as (base64 + json) data. But, how can I create a new process? I need something similar with that process that creates an Account\Contact from a Magento WebCustomer, but I’ll need to create an Account when a new customer is created.
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