Migrating from ACT! to Sage CRM

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This map will migrate ACT! to Sage CRM. This map is set up to use only the SQL versions of ACT. If you have the older flat-file version of ACT, a simple upgrade process can get you on SQL for the migration. For Sage CRM, we use the Web Services connection so you may use this map for an on-premise or hosted version.

Duplicate companies are merged into a single Company record, with people records underneath it, based on Company Name.

The included mappings are for Companies, People, Products, Opportunities, Opportunity Line Items (as a Quote), Notes, History, Activities, and Attachments.

Map updated 10/16/2012: Added Attachment support.

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Leverage the ActDiag tool to help find custom fields in the database.