Migrating from ACT! to Sage CRM: Difference between revisions
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Map updated 10/16/2012: Added Attachment support. | Map updated 10/16/2012: Added Attachment support. | ||
[[File:Document-save. | [[File:Document-save.png|60px|link={{filepath:ACT-to-SageCRM.zip}}]] [{{filepath:ACT-to-SageCRM.zip}} '''Download Now'''] | ||
Leverage the [http://wiki.starfishetl.com/index.php/Act! ActDiag] tool to help find custom fields in the database. | |||
Latest revision as of 18:58, 22 December 2016
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.