Migrating from ACT! to Sage CRM
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.
Leverage the ActDiag tool to help find custom fields in the database.