Mapping Fields to Database Columns in Maximizer CRM

2.7 min read|Last Updated: April 28th, 2024|Categories: excel|
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In this blog, we explain how to map fields in a Maximizer CRM page to SQL database. The structure of Maximizer software on your computer might be different and we use our Maximimer structure as a reference.

If you’re looking for help for Maximizer or Excel, please feel free to contact our Maximizer and Excel experts.

Direct Mapping

Our Maximizer includes a page called “Opportunities”. The table on this page is mapped to a SQL table called, “AMGR_Opportunity_Tbl”. Many of the fields on Opportunities page are directly mapped to the columns of the SQL table; however, the naming might be different. For example, Opportunities page contains a field called, “Job Description” and it’s mapped to “Comments” column on the SQL database table. How did we find the mapping between these two? We picked a value in Job Description field and searched the entire database for this value. The search results referred to Comments column of AMGR_Opportunity_Tbl table.

Non-Direct Mapping

However, not all fields are directly mapped to a column. Some fields on Opportunities page are defined by user. These fields are managed by “AMGR_User_Field_Defs” and “AMGR_User_Fields” SQL tables. We explain two examples of user-defined fields.

user fields

Opportunities page includes another field called, “Estimate #”. This field is not directly mapped to AMGR_Opportunity_Tbl database table. The value of this field is stored in “AMGR_User_Fields” database table because it’s a custom field defined by user. Let’s find the Estimate # of a row in Opportunities page. In the first step, find the ID of that row. In our Maximizer SQL database, the ID is stored in “Opp_Id” column of AMGR_Opportunity_Tbl.

Open AMGR_User_Fields SQL table and look for the ID (found in the first step) in Client_Id column. You probably find many rows. Each row in this table is storing some user defined fields and each user defined field has a unique Type_Id. In our Maximizer table, the Type_Id of Estimate