Starfish ETL - User contributions [en]

File:Copyproject-1.png

2020-10-16T17:38:37Z

Abiardo:

Main Page

2018-03-27T19:25:56Z

Abiardo: /* Important Pages */

=Overview=
This Starfish ETL Wiki was created to provide collaborative documentation of [http://www.starfishETL.com StarfishETL] and related topics. Feel free to contribute in any way that you can. If something's missing, add it. If something's messed up, fix it. Anyone can edit our pages by requesting an account.

For editing help, see '''[[Help]]'''. If you have any questions about Starfish ETL or want us to add something to the Wiki, please send us a message at [mailto:info@starfishetl.com info@starfishetl.com].

Check out StarfishETL on [https://www.g2crowd.com/products/starfish-etl/reviews G2 Crowd], "real-time and unbiased user reviews help you objectively assess what is best for your business."

----

[[File:CRM_Data_Migration_FAQ.png|link=http://info.techadv.com/acton/attachment/14803/f-0198/1/-/-/-/-/CRM2CRM%20FAQ.pdf]]

=Important Pages=
*If you plan to do any scripting, I would strongly suggest reading about the '''[[Starfish_Scripting_Class|Starfish Scripting Classes and Built-In Functions]]'''.
*If you plan to run LONG jobs or jobs on a schedule, I would strongly advise you to read about '''[[IIS Application Pool Settings|IIS Application Pool Recycling]]'''.
*Complex migrations or integrations require complex Record ID Cross References. Please review the differences between '''[[Cross-reference_(Xref)|Text and SQLite Xrefs]]'''.
*If you run into any errors, please check the '''[[Troubleshooting|Troubleshooting]]''' page or use the Search box in the upper right corner of this page.
*Find detailed information about each Connector on the '''[[Connectors]]''' page.

=General topics=
{| width="100%"
|- valign="top"
| width="14.3%" align="center" | [[File:Monobook icon.png|60px|link=Installation]]
| width="14.3%" align="center" | [[File:Getting Started.png|link=Getting Started]]
| width="14.3%" align="center" | [[File:Applications-system.png|60px|link=Settings]]
| width="14.3%" align="center" | [[File:Help-browser.png|60px|link=General Help]]
| width="14.3%" align="center" | [[File:Applications-internet.png|60px|link=Connectors]]
| width="14.3%" align="center" | [[File:Nuvola mimetypes source.png|60px|link=Scripting]]
| width="14.3%" align="center" | [[File:Green bug and broom.png|60px|link=Troubleshooting]]
|}
{| width="100%"
|- valign="top"
| width="14.3%" align="center" | '''[[Installation]]'''
| width="14.3%" align="center" | '''[[Getting Started]]'''
| width="14.3%" align="center" | '''[[Settings]]'''
| width="14.3%" align="center" | '''[[General Help]]'''
| width="14.3%" align="center" | '''[[Connectors]]'''
| width="14.3%" align="center" | '''[[Scripting]]'''
| width="14.3%" align="center" | '''[[Troubleshooting]]'''
|}

FAQs

2018-03-27T19:13:42Z

Abiardo:

==What is Cloud migration?==

Cloud migration is the process of moving your data from one CRM system to another through an exclusively Cloud based platform instead of downloaded software on your computer. The Cloud migration wizard guides users through the migration process step-by-step to completion, so you don’t have to be an IT genius to use it.

==What information do I need to get started?==

To get started with the migration wizard, you’ll need the following:
Administrator level log-in information for your old and new CRMs
Clean data that’s ready to move
A valid credit card

== How do I make sure my data’s ready to be entered in the wizard? ==

To get the most from your Cloud migration, you must start with clean data. Data cleaning (aka data preparation) is an essential part of a successful migration. Here are a few tips to keep in mind when preparing your data for migration:
Make sure your custom fields are set up in your new system before trying to migrate, otherwise the newly migrated data won’t know where to go!
Define what qualifies data as “good” or “bad” and use the rules to rid your system of anything that you’re not using or is no longer helpful. For example, if you have Leads in your system from 2005, it’s probably safe to discard them. Of course, these decisions are specific to your business, so make sure you discuss all data preparations with your team before execution.
If you’re not sure how to properly clean your data, contact us at info@starfishetl.com for help

== Which fields can I move? ==

The Cloud migration wizard supports the migration of the following fields: Accounts, Account parents, Contact, Cases, Leads, Products, Opportunities, Opportunity Line Items, Tasks, Events, Notes, Attachments

== Are there any fields I can’t move? ==

== Which systems does this Wizard support? ==

The Cloud wizard is currently configured for migrations to and from Salesforce, Microsoft Dynamics, SugarCRM, and Infor CRM, but we’re adding new systems all the time! If your system isn’t in the wizard yet, you can still migrate using our on-premises application. Or, ask our team for help. Contact sales@starfishetl.com for more information about your migration options.

== How does pricing work? ==

The cost of your Cloud migration is based on the number of fields your migrating. For example, the base price of $495 may go up if you add several custom fields, or have a lot of accounts. Once you reach the payment page, you can adjust the cost of your migration before submitting the payment.

== Why do I need to use CRM credentials with administrator rights? ==

== Is my data safe? ==

StarfishETL uses a combination of Amazon Web Services (AWS) and our own encryption to keep your data protected at all times. We will never access your data without your explicit permission.

== Is my credit card information safe? ==

We use BluePay services to process your credit card. To read BluePay’s privacy statements, please [https://www.bluepay.com/privacy-policy/ click here].

== What happens if I leave the Wizard while it’s running? ==

Not to worry! If you leave the wizard at any time, you can pick up where you left off the next time you log in. The system remembers your project and saves it accordingly so you can return to it when you are ready.

== What are my options if I need help? ==

If you get stuck, you can chat us through the StarfishETL website, email us at support@starfishetl.com, or call us during business hours (8am-5pm Central) at 847.655.3400.

== Why do I have to run a test load? ==

The test load is necessary to make sure your systems are properly communicating. If you run a test load and it fails, there are errors in your mapping. The Wizard will display a report so you can reference where the errors are originating to solve the problem.

== How long does the full migration take to complete? ==

A full migration can take anywhere from a few hours to a few days to complete. It all depends on the amount of data you’re moving. You don’t need to remain signed in to the system to complete the full migration. The program will run on its own and send you an email when your migration is complete. However, feel free to check in on the migration as it moves along to make sure everything is translating properly. If you notice errors, you’ll have to go in and resolve them before those fields can be properly moved.

== What do I do if I get locked out after too many test migration attempts? ==

The lockout is a security measure set up to take effect after three failed migration attempts. Contact support@starfishetl.com to reset your access. If you’re unsure of why your migration attempts are failing, please also let us know. We are here to help!

[[Category:Migration Wizard]]

FAQs

2018-03-15T16:30:18Z

Abiardo:

FAQs

2018-03-15T16:29:29Z

Abiardo:

==cloud==
===What is Cloud migration?===

Cloud migration is the process of moving your data from one CRM system to another through an exclusively Cloud based platform instead of downloaded software on your computer. The Cloud migration wizard guides users through the migration process step-by-step to completion, so you don’t have to be an IT genius to use it.

==local==

===What information do I need to get started?===

To get started with the migration wizard, you’ll need the following:
Administrator level log-in information for your old and new CRMs
Clean data that’s ready to move
A valid credit card

== How do I make sure my data’s ready to be entered in the wizard? ==

To get the most from your Cloud migration, you must start with clean data. Data cleaning (aka data preparation) is an essential part of a successful migration. Here are a few tips to keep in mind when preparing your data for migration:
Make sure your custom fields are set up in your new system before trying to migrate, otherwise the newly migrated data won’t know where to go!
Define what qualifies data as “good” or “bad” and use the rules to rid your system of anything that you’re not using or is no longer helpful. For example, if you have Leads in your system from 2005, it’s probably safe to discard them. Of course, these decisions are specific to your business, so make sure you discuss all data preparations with your team before execution.
If you’re not sure how to properly clean your data, contact us at info@starfishetl.com for help

== Which fields can I move? ==

The Cloud migration wizard supports the migration of the following fields: Accounts, Account parents, Contact, Cases, Leads, Products, Opportunities, Opportunity Line Items, Tasks, Events, Notes, Attachments

== Are there any fields I can’t move? ==

== Which systems does this Wizard support? ==

The Cloud wizard is currently configured for migrations to and from Salesforce, Microsoft Dynamics, SugarCRM, and Infor CRM, but we’re adding new systems all the time! If your system isn’t in the wizard yet, you can still migrate using our on-premises application. Or, ask our team for help. Contact sales@starfishetl.com for more information about your migration options.

== How does pricing work? ==

The cost of your Cloud migration is based on the number of fields your migrating. For example, the base price of $495 may go up if you add several custom fields, or have a lot of accounts. Once you reach the payment page, you can adjust the cost of your migration before submitting the payment.

== Why do I need to use CRM credentials with administrator rights? ==

== Is my data safe? ==

StarfishETL uses a combination of Amazon Web Services (AWS) and our own encryption to keep your data protected at all times. We will never access your data without your explicit permission.

== Is my credit card information safe? ==

We use BluePay services to process your credit card. To read BluePay’s privacy statements, please [https://www.bluepay.com/privacy-policy/ click here].

== What happens if I leave the Wizard while it’s running? ==

Not to worry! If you leave the wizard at any time, you can pick up where you left off the next time you log in. The system remembers your project and saves it accordingly so you can return to it when you are ready.

== What are my options if I need help? ==

If you get stuck, you can chat us through the StarfishETL website, email us at support@starfishetl.com, or call us during business hours (8am-5pm Central) at 847.655.3400.

== Why do I have to run a test load? ==

The test load is necessary to make sure your systems are properly communicating. If you run a test load and it fails, there are errors in your mapping. The Wizard will display a report so you can reference where the errors are originating to solve the problem.

== How long does the full migration take to complete? ==

A full migration can take anywhere from a few hours to a few days to complete. It all depends on the amount of data you’re moving. You don’t need to remain signed in to the system to complete the full migration. The program will run on its own and send you an email when your migration is complete. However, feel free to check in on the migration as it moves along to make sure everything is translating properly. If you notice errors, you’ll have to go in and resolve them before those fields can be properly moved.

== What do I do if I get locked out after too many test migration attempts? ==

The lockout is a security measure set up to take effect after three failed migration attempts. Contact support@starfishetl.com to reset your access. If you’re unsure of why your migration attempts are failing, please also let us know. We are here to help!

FAQs

2018-03-15T16:28:56Z

Abiardo:

==cloud==
===What is Cloud migration?===

Cloud migration is the process of moving your data from one CRM system to another through an exclusively Cloud based platform instead of downloaded software on your computer. The Cloud migration wizard guides users through the migration process step-by-step to completion, so you don’t have to be an IT genius to use it.

==local
=====What information do I need to get started?===

To get started with the migration wizard, you’ll need the following:
Administrator level log-in information for your old and new CRMs
Clean data that’s ready to move
A valid credit card

== How do I make sure my data’s ready to be entered in the wizard? ==

To get the most from your Cloud migration, you must start with clean data. Data cleaning (aka data preparation) is an essential part of a successful migration. Here are a few tips to keep in mind when preparing your data for migration:
Make sure your custom fields are set up in your new system before trying to migrate, otherwise the newly migrated data won’t know where to go!
Define what qualifies data as “good” or “bad” and use the rules to rid your system of anything that you’re not using or is no longer helpful. For example, if you have Leads in your system from 2005, it’s probably safe to discard them. Of course, these decisions are specific to your business, so make sure you discuss all data preparations with your team before execution.
If you’re not sure how to properly clean your data, contact us at info@starfishetl.com for help

== Which fields can I move? ==

The Cloud migration wizard supports the migration of the following fields: Accounts, Account parents, Contact, Cases, Leads, Products, Opportunities, Opportunity Line Items, Tasks, Events, Notes, Attachments

== Are there any fields I can’t move? ==

== Which systems does this Wizard support? ==

The Cloud wizard is currently configured for migrations to and from Salesforce, Microsoft Dynamics, SugarCRM, and Infor CRM, but we’re adding new systems all the time! If your system isn’t in the wizard yet, you can still migrate using our on-premises application. Or, ask our team for help. Contact sales@starfishetl.com for more information about your migration options.

== How does pricing work? ==

The cost of your Cloud migration is based on the number of fields your migrating. For example, the base price of $495 may go up if you add several custom fields, or have a lot of accounts. Once you reach the payment page, you can adjust the cost of your migration before submitting the payment.

== Why do I need to use CRM credentials with administrator rights? ==

== Is my data safe? ==

StarfishETL uses a combination of Amazon Web Services (AWS) and our own encryption to keep your data protected at all times. We will never access your data without your explicit permission.

== Is my credit card information safe? ==

We use BluePay services to process your credit card. To read BluePay’s privacy statements, please [https://www.bluepay.com/privacy-policy/ click here].

== What happens if I leave the Wizard while it’s running? ==

Not to worry! If you leave the wizard at any time, you can pick up where you left off the next time you log in. The system remembers your project and saves it accordingly so you can return to it when you are ready.

== What are my options if I need help? ==

If you get stuck, you can chat us through the StarfishETL website, email us at support@starfishetl.com, or call us during business hours (8am-5pm Central) at 847.655.3400.

== Why do I have to run a test load? ==

The test load is necessary to make sure your systems are properly communicating. If you run a test load and it fails, there are errors in your mapping. The Wizard will display a report so you can reference where the errors are originating to solve the problem.

== How long does the full migration take to complete? ==

A full migration can take anywhere from a few hours to a few days to complete. It all depends on the amount of data you’re moving. You don’t need to remain signed in to the system to complete the full migration. The program will run on its own and send you an email when your migration is complete. However, feel free to check in on the migration as it moves along to make sure everything is translating properly. If you notice errors, you’ll have to go in and resolve them before those fields can be properly moved.

== What do I do if I get locked out after too many test migration attempts? ==

The lockout is a security measure set up to take effect after three failed migration attempts. Contact support@starfishetl.com to reset your access. If you’re unsure of why your migration attempts are failing, please also let us know. We are here to help!

FAQs

2018-03-15T16:27:48Z

Abiardo:

Installation

2017-09-25T12:44:40Z

Abiardo: /* Videos */

[[File:Ambox warning pn.png|60px|link=Server Requirements|left]] '''[[Server Requirements]]'''
This short guide has all the technical information you need to know about the server requirements for Starfish ETL.

=Installation Instructions=
{|
| [[File:Network-server.png|Network-server|60px|link=Starfish Engine|left]] '''[[Starfish Engine]]'''
This guide is designed to get the backend of the Starfish ETL backend running properly so you don't run in to issues down the road.
| [[File:System-users.png|System-users|60px|link=Starfish Admin|left]] '''[[Starfish Admin]]'''
The Starfish ETL Admin is the program you will use to run jobs. This installation guide has the step-by-step information you need to get the program running with the Starfish Engine.
|-
| [[File:Appointment-new.png|Appointment|60px|link=Starfish Scheduler|left]] '''[[Starfish Scheduler]]'''
The Starfish Scheduler is not required but if you plan on keeping two systems integrated with each other you'll need to install this. Follow our instructions here on how to get it running.
| [[File:System-software-update.png|System-software-update|60px|link=Starfish Updater|left]] '''[[Starfish Updater]]'''
As a Starfish subscriber you are always entitled to the latest version of the program. This simple platform will regularly deliver your software updates.
|}

=Setup & Administration=
*[[Engine Web.Config Settings]]
*[[License Key|Configure License Key]]
*[[Locate your Web Service URL]]
*[[Scheduler Config Settings]]
*[[System Backup Wizard]]
*[[IIS Application Pool Settings]]
*[[Starfish Monitor]]

=Videos=
{{#ev:youtube|https://www.youtube.com/watch?v=VPFiOOmU6wM|||Shows how to configure a 64 bit Windows 7 workstation to support Starfish.|frame}}
{{#ev:youtube|https://www.youtube.com/watch?v=aU2Ddi-6lto|||How to download and install StarfishETL|frame}}

Starfish Updater

2017-09-12T16:56:44Z

Abiardo: /* Manually running the Update Wizard as Administrator */

=Update Wizard=
Starfish ETL has a built-in updater. To start, click the Starfish button and select “Check for Updates” or launch StarfishUpdater.exe directly from within the Starfish Admin installation path.

NOTE: It is often times necessary to start StarfishUpdater.exe with "Run-As Administrator".

[[file:Checkforupdates.png]]

The first time the Updater is run, you'll have to supply the paths to the Starfish ETL™ components. If your Starfish Engine is installed on another server, UNC paths are supported. If you don’t have a certain component installed (such as the Scheduler), you may leave the path empty.

[[file:Updater.png]]

Now you may click the “Look for Updates” button. If the updater finds out of date or missing files, the “Update Now” button will become available. (Files are compared by MD5 hash) Before proceeding, it is recommended that you close out Starfish Admin and shut down the Starfish Scheduler service if running. Now you may press the “Update Now” button. This will download and replace the necessary files from Starfish ETL™ servers.

[[file:Updateinprogress.png]]

=Manually running the Update Wizard as Administrator=
[[File:Updatererror.png|frame|System.IO.FileNotFoundException: File not found.]]

If you run into errors, you may need to run StarfishUpdater.exe as administrator. To do this, surf to where you installed the Starfish Admin program. Generally: C:\Program Files (x86)\Starfish ETL\Starfish Admin\. Find SarfishUpdater.exe, right click on it and select Run as Administrator.

Note that you may need to be logged into the computer as a local Admin.

File:Updatererror.png

2017-09-12T16:54:02Z

Abiardo:

Installation

2017-07-03T16:29:02Z

Abiardo:

[[File:Ambox warning pn.png|60px|link=Server Requirements|left]] '''[[Server Requirements]]'''
This short guide has all the technical information you need to know about the server requirements for Starfish ETL.

=Installation Instructions=
{|
| [[File:Network-server.png|Network-server|60px|link=Starfish Engine|left]] '''[[Starfish Engine]]'''
This guide is designed to get the backend of the Starfish ETL backend running properly so you don't run in to issues down the road.
| [[File:System-users.png|System-users|60px|link=Starfish Admin|left]] '''[[Starfish Admin]]'''
The Starfish ETL Admin is the program you will use to run jobs. This installation guide has the step-by-step information you need to get the program running with the Starfish Engine.
|-
| [[File:Appointment-new.png|Appointment|60px|link=Starfish Scheduler|left]] '''[[Starfish Scheduler]]'''
The Starfish Scheduler is not required but if you plan on keeping two systems integrated with each other you'll need to install this. Follow our instructions here on how to get it running.
| [[File:System-software-update.png|System-software-update|60px|link=Starfish Updater|left]] '''[[Starfish Updater]]'''
As a Starfish subscriber you are always entitled to the latest version of the program. This simple platform will regularly deliver your software updates.
|}

=Setup & Administration=
*[[Engine Web.Config Settings]]
*[[License Key|Configure License Key]]
*[[Locate your Web Service URL]]
*[[Scheduler Config Settings]]
*[[System Backup Wizard]]
*[[IIS Application Pool Settings]]
*[[Starfish Monitor]]

=Videos=
{{#ev:youtube|https://www.youtube.com/watch?v=VPFiOOmU6wM|||Shows how to configure a 64 bit Windows 7 workstation to support Starfish.|frame}}
{{#ev:youtube|https://www.youtube.com/watch?v=sX3B6Meo9iw|||How to download and install StarfishETL|frame}}
{{#ev:youtube|https://www.youtube.com/watch?v=utE_uu9-A4c|||Starfish 2.0 showing an export from Salesforce and importing the data into SalesLogix.|frame}}
{{#ev:youtube|https://www.youtube.com/watch?v=c0ye_uqUPXY|||Using Starfish 2.0 ETL to export data from Salesforce to Microsoft Dynamics CRM.|frame}}
{{#ev:youtube|https://www.youtube.com/watch?v=WeA9RArGoh4|||This demo is an example of migrating data from Goldmine to Sage Saleslogix CRM. Over 1,000 Accounts (including Contacts, Opportunities, Attachments, and Notes/History items) are converted in under 5 minutes.|frame}}

Installation

2017-07-03T16:22:43Z

Abiardo:

[[File:Ambox warning pn.png|60px|link=Server Requirements|left]] '''[[Server Requirements]]'''
This short guide has all the technical information you need to know about the server requirements for Starfish ETL.

=Installation Instructions=
{|
| [[File:Network-server.png|Network-server|60px|link=Starfish Engine|left]] '''[[Starfish Engine]]'''
This guide is designed to get the backend of the Starfish ETL backend running properly so you don't run in to issues down the road.
| [[File:System-users.png|System-users|60px|link=Starfish Admin|left]] '''[[Starfish Admin]]'''
The Starfish ETL Admin is the program you will use to run jobs. This installation guide has the step-by-step information you need to get the program running with the Starfish Engine.
|-
| [[File:Appointment-new.png|Appointment|60px|link=Starfish Scheduler|left]] '''[[Starfish Scheduler]]'''
The Starfish Scheduler is not required but if you plan on keeping two systems integrated with each other you'll need to install this. Follow our instructions here on how to get it running.
| [[File:System-software-update.png|System-software-update|60px|link=Starfish Updater|left]] '''[[Starfish Updater]]'''
As a Starfish subscriber you are always entitled to the latest version of the program. This simple platform will regularly deliver your software updates.
|}

=Setup & Administration=
*[[Engine Web.Config Settings]]
*[[License Key|Configure License Key]]
*[[Locate your Web Service URL]]
*[[Scheduler Config Settings]]
*[[System Backup Wizard]]
*[[IIS Application Pool Settings]]
*[[Starfish Monitor]]

{{#ev:youtube|https://www.youtube.com/watch?v=VPFiOOmU6wM|||Shows how to configure a 64 bit Windows 7 workstation to support Starfish.}}

Installation

2017-07-03T16:22:14Z

Abiardo:

[[File:Ambox warning pn.png|60px|link=Server Requirements|left]] '''[[Server Requirements]]'''
This short guide has all the technical information you need to know about the server requirements for Starfish ETL.

=Installation Instructions=
{|
| [[File:Network-server.png|Network-server|60px|link=Starfish Engine|left]] '''[[Starfish Engine]]'''
This guide is designed to get the backend of the Starfish ETL backend running properly so you don't run in to issues down the road.
| [[File:System-users.png|System-users|60px|link=Starfish Admin|left]] '''[[Starfish Admin]]'''
The Starfish ETL Admin is the program you will use to run jobs. This installation guide has the step-by-step information you need to get the program running with the Starfish Engine.
|-
| [[File:Appointment-new.png|Appointment|60px|link=Starfish Scheduler|left]] '''[[Starfish Scheduler]]'''
The Starfish Scheduler is not required but if you plan on keeping two systems integrated with each other you'll need to install this. Follow our instructions here on how to get it running.
| [[File:System-software-update.png|System-software-update|60px|link=Starfish Updater|left]] '''[[Starfish Updater]]'''
As a Starfish subscriber you are always entitled to the latest version of the program. This simple platform will regularly deliver your software updates.
|}

=Setup & Administration=
*[[Engine Web.Config Settings]]
*[[License Key|Configure License Key]]
*[[Locate your Web Service URL]]
*[[Scheduler Config Settings]]
*[[System Backup Wizard]]
*[[IIS Application Pool Settings]]
*[[Starfish Monitor]]

{{#ev:youtube|https://www.youtube.com/watch?v=VPFiOOmU6wM|||Shows how to configure a 64 bit Windows 7 workstation to support Starfish.|frame}}

Installation

2017-07-03T16:21:46Z

Abiardo:

[[File:Ambox warning pn.png|60px|link=Server Requirements|left]] '''[[Server Requirements]]'''
This short guide has all the technical information you need to know about the server requirements for Starfish ETL.

=Installation Instructions=
{|
| [[File:Network-server.png|Network-server|60px|link=Starfish Engine|left]] '''[[Starfish Engine]]'''
This guide is designed to get the backend of the Starfish ETL backend running properly so you don't run in to issues down the road.
| [[File:System-users.png|System-users|60px|link=Starfish Admin|left]] '''[[Starfish Admin]]'''
The Starfish ETL Admin is the program you will use to run jobs. This installation guide has the step-by-step information you need to get the program running with the Starfish Engine.
|-
| [[File:Appointment-new.png|Appointment|60px|link=Starfish Scheduler|left]] '''[[Starfish Scheduler]]'''
The Starfish Scheduler is not required but if you plan on keeping two systems integrated with each other you'll need to install this. Follow our instructions here on how to get it running.
| [[File:System-software-update.png|System-software-update|60px|link=Starfish Updater|left]] '''[[Starfish Updater]]'''
As a Starfish subscriber you are always entitled to the latest version of the program. This simple platform will regularly deliver your software updates.
|}

=Setup & Administration=
*[[Engine Web.Config Settings]]
*[[License Key|Configure License Key]]
*[[Locate your Web Service URL]]
*[[Scheduler Config Settings]]
*[[System Backup Wizard]]
*[[IIS Application Pool Settings]]
*[[Starfish Monitor]]

{{#ev:youtube|https://www.youtube.com/watch?v=VPFiOOmU6wM|1000||Shows how to configure a 64 bit Windows 7 workstation to support Starfish.|frame}}

Installation

2017-07-03T16:20:50Z

Abiardo:

Installation

2017-07-03T16:19:48Z

Abiardo:

Getting Started

2017-06-23T14:56:29Z

Abiardo: /* General */

=Start Page=
=General=
[[File:Starfish-general-tab.png]]
===New Job===
[[Create a New Job]]
===Rename Job===
===Copy Job===
[[Copying a Job]]
===Delete Job===
===Job Order===
===Project XML Source Edit===

=Origin=
=Destination=
=Mapping=
=Preview=
=Run Job=
=Help=

Getting Started

2017-06-23T14:55:27Z

Abiardo: /* General */

=Start Page=
=General=
[[File:Starfish-general-tab.png]]
===New Job===
[[Create a New Job]]
===Rename Job===
===Copy Job===
===Delete Job===
===Job Order===
===Project XML Source Edit===

=Origin=
=Destination=
=Mapping=
=Preview=
=Run Job=
=Help=

Getting Started

2017-06-23T14:54:30Z

Abiardo: /* General */

=Start Page=
=General=
[[File:Starfish-general-tab.png]]
===New Job===
===Rename Job===
===Copy Job===
===Delete Job===
===Job Order===
===Project XML Source Edit===

=Origin=
=Destination=
=Mapping=
=Preview=
=Run Job=
=Help=

Getting Started

2017-06-23T14:51:58Z

Abiardo: /* General */

=Start Page=
=General=
[[File:Starfish-general-tab.png]]

=Origin=
=Destination=
=Mapping=
=Preview=
=Run Job=
=Help=

Getting Started

2017-06-23T14:50:57Z

Abiardo:

=Start Page=
=General=
[File:Starfish-general-tab.png]
=Origin=
=Destination=
=Mapping=
=Preview=
=Run Job=
=Help=

File:Starfish-general-tab.png

2017-06-23T14:49:51Z

Abiardo:

General Help

2017-06-22T18:28:57Z

Abiardo:

*[[Editing XML]]
*[[Troubleshooting]]

=Jobs=
*[[Create a New Job]]
*[[Copying a Job]]
*[[Scheduling Jobs]]
*[[Previewing Jobs]]
*[[Running Jobs]]
**[[Run Options]]
**[[Using Multi-threading]]
*[[Saving Jobs]]

=Connections=
*[[Configuring the Origin]]
*[[Configuring the Destination]]
*[[Using Transactions]]

=Mapping=
*[[Creating a Stage]]
*[[Stage Options]]
*[[Mapping Screen Overview]]
*[[Straight Field-to-Field Mapping]]
*[[Function Field Mapping]]
*[[Exec Before/After Operations]]
*[[Inserting Variables]]
*[[Starfish Scripting Class]]
*[[Cross-reference (Xref)]]

General Help

2017-06-22T18:28:39Z

Abiardo:

*[[Editing XML]]

=Jobs=
*[[Create a New Job]]
*[[Copying a Job]]
*[[Scheduling Jobs]]
*[[Previewing Jobs]]
*[[Running Jobs]]
**[[Run Options]]
**[[Using Multi-threading]]
*[[Saving Jobs]]

=Connections=
*[[Configuring the Origin]]
*[[Configuring the Destination]]
*[[Using Transactions]]

=Mapping=
*[[Creating a Stage]]
*[[Stage Options]]
*[[Mapping Screen Overview]]
*[[Straight Field-to-Field Mapping]]
*[[Function Field Mapping]]
*[[Exec Before/After Operations]]
*[[Inserting Variables]]
*[[Starfish Scripting Class]]
*[[Cross-reference (Xref)]]

*[[Troubleshooting]]

File:Getting Started.png

2017-06-22T18:26:10Z

Abiardo: Abiardo uploaded a new version of "File:Getting Started.png"

Getting Started

2017-06-22T18:19:02Z

Abiardo: Created page with "=Start Page= =General= =Origin= =Destination= =Mapping= =Preview= =Run Job= =Help="

=Start Page=
=General=
=Origin=
=Destination=
=Mapping=
=Preview=
=Run Job=
=Help=

Main Page

2017-06-22T18:17:17Z

Abiardo:

The Starfish ETL Wiki was created to provide collaborative documentation of [http://www.starfishETL.com StarfishETL] and related topics. Feel free to contribute in any way that you can. If something's missing, add it. If something's messed up, fix it. Anyone can edit our pages by requesting an account.

For editing help and a list of things you can help us with, see '''[[Help]]'''. If you have any questions about editing or access to the Starfish ETL Wiki, please send us a message at [mailto:info@starfishetl.com info@starfishetl.com].

Find detailed information about each Connector type in the [[Connectors]] section.

Check out Starfish ETL on [https://www.g2crowd.com/products/starfish-etl/reviews G2 Crowd].

[[File:CRM_Data_Migration_FAQ.png|link=http://info.techadv.com/acton/attachment/14803/f-0198/1/-/-/-/-/CRM2CRM%20FAQ.pdf]]

----
'''General topics'''
{| width="100%"
|- valign="top"
| width="14.3%" align="center" | [[File:Monobook icon.png|60px|link=Installation]]
| width="14.3%" align="center" | [[File:Getting Started.png|60px|link=Getting Started]]
| width="14.3%" align="center" | [[File:Applications-system.png|60px|link=Settings]]
| width="14.3%" align="center" | [[File:Help-browser.png|60px|link=General Help]]
| width="14.3%" align="center" | [[File:Applications-internet.png|60px|link=Connectors]]
| width="14.3%" align="center" | [[File:Nuvola mimetypes source.png|60px|link=Scripting]]
| width="14.3%" align="center" | [[File:Green bug and broom.png|60px|link=Troubleshooting]]
|}
{| width="100%"
|- valign="top"
| width="14.3%" align="center" | '''[[Installation]]'''
| width="14.3%" align="center" | '''[[Getting Started]]'''
| width="14.3%" align="center" | '''[[Settings]]'''
| width="14.3%" align="center" | '''[[General Help]]'''
| width="14.3%" align="center" | '''[[Connectors]]'''
| width="14.3%" align="center" | '''[[Scripting]]'''
| width="14.3%" align="center" | '''[[Troubleshooting]]'''
|}

File:Getting Started.png

2017-06-22T18:16:55Z

Abiardo:

Salesforce

2017-06-14T16:15:21Z

Abiardo: /* I can't write CreatedDate or CreatedBy. */

'''I strongly encourage you to read this entire page including all FAQ items. You have been warned.'''

=Salesforce Destination=

Be aware that if you are importing into a Salesforce Sandbox, the size is limited. If you import somewhere around 150,000 records, you will run out of space. You should only import what is necessary for testing.
==Standard==
Input your Username and Password, making sure to append your user's API Token to the end of your password. If you are not using Bulk Mode, be careful to not run too many transactions or you could hit your rolling 24 hour limit. To get your API Token, open your Personal Settings and click Reset My Security Token. (The Salesforce UI changes over time, so you may have to google the current method of getting your API Token.)

==Bulk==
'''Read the Bulk API Limits Documentation. Skip this document at your own peril. https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_concepts_limits.htm'''

Check the "Use Bulk Mode" checkbox to use Bulk mode. This creates local csv files of your changes and uploads the csv files to Salesforce to process in batches.

===Bulk Attachments===
To insert Bulk attachments, you must have "Use Bulk Mode" checked on the Destination Tab. If "Use Bulk Mode" is checked, then you can use the "@@Bulk Attachments" "table" in your stage. Note that the Bulk API can only handle attachments up to 10MB among other limitations. I have always used the standard API for importing attachments, even if I have to do it over the course of several days. The standard API for attachments seems more stable.

===Bulk Update vs Bulk Update/Insert===
'''When performing Bulk Updates or Updates/Inserts, you must match on the Id field or on any text field that is marked as an ExternalID.'''

===Concurrency===
Parallel vs Serial. Parallel is a Salesforce API option which tells it to process multiple records at the same time on their side, serial is one at a time. Parallel mode doesn't seem very stable so we recommend using serial mode.

=Mapping=
==Stages==
===Update===
When running an Update Stage in standard mode, you can match on any field. When running a Bulk Update stage, you must match on the ID or a field that is marked a unique identifier from a foreign program.

==Field Types==
===Datetime Fields===
You must format datetime values to a specific format for Salesforce to accept them.
<syntaxhighlight lang="vb">
Function ScriptedField
ScriptedField=FormatDate("@@ORG:CREATEDATE@@", "yyyy-MM-ddTHH:mm:ss")
End Function
</syntaxhighlight>
You can enable the StarfishETL option for stages to Skip Blank Writes to get past errors on date or numeric fields in Salesforce for which some source values will be blank.

=FAQ=
==How can I see the results of a Bulk Job?==
In Salesforce, surf to Setup -> Jobs -> Bulk Data Load Jobs. On this page, you should see a list of your recent bulk jobs. Open the Starfish Job's Destination tab and click the Job Results button on the Salesforce Connector tab. Paste the Job ID into this and Starfish will save and open an Excel file of errors.

==Settings==
===Password Never Expires===
For an integration user, you probably don't want your password to expire else you'll have to keep updating your integration. To do this, clone the System Administrator Profile, rename it whatever you'd like, I like "API User", then you can check the Password Never Expires box. You can't do this on standard Profiles.

===I can't write CreatedDate or CreatedBy.===
You can only write to CreatedDate and CreatedBy if you turn on "Create Audit Fields" for your instance. This will allow you to set the CreatedBy and CraetedDate fields when importing. It will not work when updating records. For more information about Enabling Create Audit Fields check the Salesforce knowledge base. Article #000232909. https://help.salesforce.com/articleView?id=000232909&type=1&language=en_US

===How can I import into the audit fields, such as Created By and Last Modified By, etc.===
For a System Administrator to enable the feature they can follow the click-path below:
Setup -> Customize -> User Interface -> Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions

After enabling this organization wide permission, you need to grant to the user the profile permissions.

https://help.salesforce.com/apex/HTViewSolution?urlname=Enabling-Create-Audit-Fields&language=en_US

===How can I assign records to inactive Users?===
For a System Administrator to enable the feature they can follow the click-path below:
Setup -> Customize -> User Interface -> Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions

After enabling this organization wide permission, you need to grant to the user the profile permissions

https://help.salesforce.com/apex/HTViewSolution?urlname=Enabling-Create-Audit-Fields&language=en_US

===Records fail due to State / Country mismatches===
Salesforce has a feature that forces users to select a matching State and Country combination from their dropdowns. We recommend that this feature be disabled for imports. Source data is rarely clean and this can cause records to fail to import. After the import, this feature can be turned on and a wizard will help clean up existing data.

==Errors==
===SFBulkPost operation: /job error: System.Net.WebException: The remote server returned an error: (400) Bad Request.===
When I received this error, I was matching against a standard text field. You must go into setup and check the "External ID" checkbox for the field you are matching on.

===System.Web.Services.Protocols.SoapException: REQUEST_LIMIT_EXCEEDED: TotalRequests Limit exceeded.===
When I received this error, I was using the non-bulk API and upserting Contacts one at a time. This caused me to very quickly go over my rolling 24 hour limit. We contacted Salesforce and were able to raise our API limit for 2 weeks. It's best to use the non-bulk API for troubleshooting and then switch to the bulk API for mass imports. To check your API usage, open Setup -> System Overview and look at API Usage.

===The Bulk API seems to hang.===
When using the Bulk API, Starfish builds a csv file locally which is then uploaded to Salesforce and processed by Salesforce. Salesforce then returns the results of the process. Sometimes, Salesforce never responds - or the response doesn't match what Starfish is expecting. When this happens, Starfish continues to wait for a response. If this occurs, check the results of the data load inside Salesforce by going to Setup -> Monitor -> Jobs -> Bulk Data Load Jobs. Based on the results in Salesforce, you can choose when to Cancel the Job in Starfish and choose what to do as a result.

===The Bulk API seems to fail all rows after processing tens of thousands of records.===
When using Parallel Concurrency, Salesforce sometimes begins throwing errors due to internal page locking or other exceptions. It is recommended to use the Serial Concurrency setting.

===invalid cross reference id===
This occurrs when you are populating a reference (18) field with an invalid value. For example, if you are inserting into Users and you put an invalid Profile ID into the ProfileId field, you will see this error.

===Bulk API Fails with 1 error for each batch to upload===
You can find this error in your StarfishEngine's ExceptionCSV folder. Error text:
"SFBulkPost operation: /job/75037000000TphJAAS/batch error: System.Net.WebException: The remote server returned an error: (400) Bad Request.
at System.Net.HttpWebRequest.GetResponse()
at StarfishEngine.StarfishService.SFBulkPost(String operation, String dataType, Byte[] requestData, String responseElement)" 
This error could be caused by any limit in the Bulk API Limits documentation. You did read the Bulk API Limits documentation, didn't you? I ran into this issue when importing history from Act to Salesforce. The history had huge bodies that added up to over the maximum of 10,000,000 characters for all data in the batch. I had to make my batch smaller than the default 5000 records. I used 312 records.

===System.Exception: [500] Could not execute the specified command: DUPLICATES_DETECTED:It looks like you are creating a duplicate Account. We recommend you use an existing Account instead..===
This is caused by a Duplicate Rule. To disable Duplicate Rules, open Setup and type Duplicate into the quick search. Then open Duplicate Rules. From there, click on the Rule name and click Deactivate.

Salesforce

2017-06-14T16:14:53Z

Abiardo: /* I can't write CreatedDate or CreatedBy. */

'''I strongly encourage you to read this entire page including all FAQ items. You have been warned.'''

=Salesforce Destination=

Be aware that if you are importing into a Salesforce Sandbox, the size is limited. If you import somewhere around 150,000 records, you will run out of space. You should only import what is necessary for testing.
==Standard==
Input your Username and Password, making sure to append your user's API Token to the end of your password. If you are not using Bulk Mode, be careful to not run too many transactions or you could hit your rolling 24 hour limit. To get your API Token, open your Personal Settings and click Reset My Security Token. (The Salesforce UI changes over time, so you may have to google the current method of getting your API Token.)

==Bulk==
'''Read the Bulk API Limits Documentation. Skip this document at your own peril. https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_concepts_limits.htm'''

Check the "Use Bulk Mode" checkbox to use Bulk mode. This creates local csv files of your changes and uploads the csv files to Salesforce to process in batches.

===Bulk Attachments===
To insert Bulk attachments, you must have "Use Bulk Mode" checked on the Destination Tab. If "Use Bulk Mode" is checked, then you can use the "@@Bulk Attachments" "table" in your stage. Note that the Bulk API can only handle attachments up to 10MB among other limitations. I have always used the standard API for importing attachments, even if I have to do it over the course of several days. The standard API for attachments seems more stable.

===Bulk Update vs Bulk Update/Insert===
'''When performing Bulk Updates or Updates/Inserts, you must match on the Id field or on any text field that is marked as an ExternalID.'''

===Concurrency===
Parallel vs Serial. Parallel is a Salesforce API option which tells it to process multiple records at the same time on their side, serial is one at a time. Parallel mode doesn't seem very stable so we recommend using serial mode.

=Mapping=
==Stages==
===Update===
When running an Update Stage in standard mode, you can match on any field. When running a Bulk Update stage, you must match on the ID or a field that is marked a unique identifier from a foreign program.

==Field Types==
===Datetime Fields===
You must format datetime values to a specific format for Salesforce to accept them.
<syntaxhighlight lang="vb">
Function ScriptedField
ScriptedField=FormatDate("@@ORG:CREATEDATE@@", "yyyy-MM-ddTHH:mm:ss")
End Function
</syntaxhighlight>
You can enable the StarfishETL option for stages to Skip Blank Writes to get past errors on date or numeric fields in Salesforce for which some source values will be blank.

=FAQ=
==How can I see the results of a Bulk Job?==
In Salesforce, surf to Setup -> Jobs -> Bulk Data Load Jobs. On this page, you should see a list of your recent bulk jobs. Open the Starfish Job's Destination tab and click the Job Results button on the Salesforce Connector tab. Paste the Job ID into this and Starfish will save and open an Excel file of errors.

==Settings==
===Password Never Expires===
For an integration user, you probably don't want your password to expire else you'll have to keep updating your integration. To do this, clone the System Administrator Profile, rename it whatever you'd like, I like "API User", then you can check the Password Never Expires box. You can't do this on standard Profiles.

===I can't write CreatedDate or CreatedBy.===
You can only write to CreatedDate and CreatedBy if you turn on "Create Audit Fields" for your instance. This will allow you to set the CreatedBy and CraetedDate fields when importing. It will not work when updating records. For more information about Enabling Audit fields check the Salesforce knowledge base. Article #000232909. https://help.salesforce.com/articleView?id=000232909&type=1&language=en_US

===How can I import into the audit fields, such as Created By and Last Modified By, etc.===
For a System Administrator to enable the feature they can follow the click-path below:
Setup -> Customize -> User Interface -> Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions

After enabling this organization wide permission, you need to grant to the user the profile permissions.

https://help.salesforce.com/apex/HTViewSolution?urlname=Enabling-Create-Audit-Fields&language=en_US

===How can I assign records to inactive Users?===
For a System Administrator to enable the feature they can follow the click-path below:
Setup -> Customize -> User Interface -> Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions

After enabling this organization wide permission, you need to grant to the user the profile permissions

https://help.salesforce.com/apex/HTViewSolution?urlname=Enabling-Create-Audit-Fields&language=en_US

===Records fail due to State / Country mismatches===
Salesforce has a feature that forces users to select a matching State and Country combination from their dropdowns. We recommend that this feature be disabled for imports. Source data is rarely clean and this can cause records to fail to import. After the import, this feature can be turned on and a wizard will help clean up existing data.

==Errors==
===SFBulkPost operation: /job error: System.Net.WebException: The remote server returned an error: (400) Bad Request.===
When I received this error, I was matching against a standard text field. You must go into setup and check the "External ID" checkbox for the field you are matching on.

===System.Web.Services.Protocols.SoapException: REQUEST_LIMIT_EXCEEDED: TotalRequests Limit exceeded.===
When I received this error, I was using the non-bulk API and upserting Contacts one at a time. This caused me to very quickly go over my rolling 24 hour limit. We contacted Salesforce and were able to raise our API limit for 2 weeks. It's best to use the non-bulk API for troubleshooting and then switch to the bulk API for mass imports. To check your API usage, open Setup -> System Overview and look at API Usage.

===The Bulk API seems to hang.===
When using the Bulk API, Starfish builds a csv file locally which is then uploaded to Salesforce and processed by Salesforce. Salesforce then returns the results of the process. Sometimes, Salesforce never responds - or the response doesn't match what Starfish is expecting. When this happens, Starfish continues to wait for a response. If this occurs, check the results of the data load inside Salesforce by going to Setup -> Monitor -> Jobs -> Bulk Data Load Jobs. Based on the results in Salesforce, you can choose when to Cancel the Job in Starfish and choose what to do as a result.

===The Bulk API seems to fail all rows after processing tens of thousands of records.===
When using Parallel Concurrency, Salesforce sometimes begins throwing errors due to internal page locking or other exceptions. It is recommended to use the Serial Concurrency setting.

===invalid cross reference id===
This occurrs when you are populating a reference (18) field with an invalid value. For example, if you are inserting into Users and you put an invalid Profile ID into the ProfileId field, you will see this error.

===Bulk API Fails with 1 error for each batch to upload===
You can find this error in your StarfishEngine's ExceptionCSV folder. Error text:
"SFBulkPost operation: /job/75037000000TphJAAS/batch error: System.Net.WebException: The remote server returned an error: (400) Bad Request.
at System.Net.HttpWebRequest.GetResponse()
at StarfishEngine.StarfishService.SFBulkPost(String operation, String dataType, Byte[] requestData, String responseElement)" 
This error could be caused by any limit in the Bulk API Limits documentation. You did read the Bulk API Limits documentation, didn't you? I ran into this issue when importing history from Act to Salesforce. The history had huge bodies that added up to over the maximum of 10,000,000 characters for all data in the batch. I had to make my batch smaller than the default 5000 records. I used 312 records.

===System.Exception: [500] Could not execute the specified command: DUPLICATES_DETECTED:It looks like you are creating a duplicate Account. We recommend you use an existing Account instead..===
This is caused by a Duplicate Rule. To disable Duplicate Rules, open Setup and type Duplicate into the quick search. Then open Duplicate Rules. From there, click on the Rule name and click Deactivate.

Starfish ETL:Privacy policy

2016-12-19T21:16:08Z

Abiardo:

Information regarding how Starfish ETL, LLC handles private data.
Your privacy is important to us. To better protect your privacy we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used. To make this notice easy to find, we make it available on our homepage and at every point where personally identifiable information may be requested.

The Information We Collect: 
This notice applies to all information collected or submitted on the Starfish ETL, LLC website. On some pages, you can order products, make requests, participate in our online community, and register to receive materials. The types of personal information collected at these pages may include:

Name 
Address 
Email address 
Phone number 
Company Name 
Title 
Payment Information
Starfish ETL may also collect data from your licensed software or subscriptions when errors are reported. The data is only used to troubleshoot and correct the reported problem; all error and transaction logs are purged every 45 days.

The Way We Use Information: 
We use the information you provide about yourself/others when placing an order only to complete that order. We do not share this information with outside parties except to the extent necessary to complete that order.

We use return email addresses to answer the email we receive. Such addresses are not used for any other purpose and are not shared with outside parties.

We use non-identifying and aggregate information to better design our website, but we would not disclose anything that could be used to identify visitors to our site or applications. We gather that nonidentifying data and aggregate information via cookies which track the activities of a visitor on our website.

In the context of compliance with data protection laws it is useful to distinguish between ‘first party’ cookies and ‘third party’ cookies. First party cookies are cookies placed by the operator of the website visited by the user. Starfish ETL uses ‘first party’ cookies. These cookies enable Starfish ETL to advertise our products and tailor our website experience to the user based on the information gathered by our cookies. Starfish ETL is the sole controller of your personal data gathered by our own first party cookies.

Finally, we never use or share the personally identifiable information provided to us online in ways unrelated to the ones described above without also providing you an opportunity to opt-out or otherwise prohibit such unrelated uses.

Our Commitment To Data Security 
To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online.

How You Can Access Or Correct Your Information 
You may email Starfish ETL at info@starfishetl.com to request all your personally identifiable information that we collect online. You may correct factual errors in your personally identifiable information by sending us a request that credibly shows error. To update your email preferences, or to opt-out of all marketing communications, you may visit www.starfishetl.com.

To protect your privacy and security, we will also take reasonable steps to verify your identity before granting access or making corrections.

EU and Switzerland Safe Harbor Privacy Statement 
Starfish ETL, LLC has committed to handling all personal information it receives from the European Economic Area and Switzerland in accordance with the Safe Harbor Principles outlined in the U.S. - EU Safe Harbor Framework and U.S. - Swiss Safe Harbor Framework to resolve all complaints regarding your privacy and the collection or use of your personal information. Starfish ETL, LLC’ Safe Harbor certification can be found at https://www.export.gov/safehrbr/list.aspx. For more information about the Safe Harbor Principles, please visit the U.S. Department of Commerce’s Website at http://www.export.gov/safeharbor/.

How To Contact Us 
Should you have other questions or concerns about these privacy policies, please use the contact information below.

Starfish ETL, LLC 
1111 E Touhy 
Suite 550 
Des Plaines, IL 60018 
Email: info@starfishetl.com

Safe Harbor Dispute Resolution 
In compliance with the US-EU and US-Swiss Safe Harbor Principles, Starfish ETL, LLC commits to resolve complaints about your privacy and our collection or use of your personal information. European Union or Swiss citizens with inquiries or complaints regarding this privacy policy should first contact Starfish ETL, LLC at info@starfishetl.com.

Starfish ETL, LLC has further committed to refer unresolved privacy complaints under the US-EU and US-Swiss Safe Harbor Principles to an independent dispute resolution mechanism, the BBB EU SAFE HARBOR, operated by the Council of Better Business Bureaus. If you do not receive timely acknowledgment of your complaint, or if your complaint is not satisfactorily addressed by Starfish ETL, LLC please visit the BBB EU SAFE HARBOR web site at www.bbb.org/us/safe-harbor-complaints for more information and to file a complaint.

Starfish ETL:Privacy policy

2016-12-19T19:47:45Z

Abiardo: Created page with "Information regarding how Starfish ETL, LLC handles private data. Your privacy is important to us. To better protect your privacy we provide this notice explaining our online..."

Information regarding how Starfish ETL, LLC handles private data.
Your privacy is important to us. To better protect your privacy we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used. To make this notice easy to find, we make it available on our homepage and at every point where personally identifiable information may be requested.

The Information We Collect:
This notice applies to all information collected or submitted on the Starfish ETL, LLC website. On some pages, you can order products, make requests, participate in our online community, and register to receive materials. The types of personal information collected at these pages may include:

Name
Address
Email address
Phone number
Company Name
Title
Payment Information
Starfish ETL may also collect data from your licensed software or subscriptions when errors are reported. The data is only used to troubleshoot and correct the reported problem; all error and transaction logs are purged every 45 days.

The Way We Use Information:
We use the information you provide about yourself/others when placing an order only to complete that order. We do not share this information with outside parties except to the extent necessary to complete that order.

We use return email addresses to answer the email we receive. Such addresses are not used for any other purpose and are not shared with outside parties.

We use non-identifying and aggregate information to better design our website, but we would not disclose anything that could be used to identify visitors to our site or applications. We gather that nonidentifying data and aggregate information via cookies which track the activities of a visitor on our website.

In the context of compliance with data protection laws it is useful to distinguish between ‘first party’ cookies and ‘third party’ cookies. First party cookies are cookies placed by the operator of the website visited by the user. Starfish ETL uses ‘first party’ cookies. These cookies enable Starfish ETL to advertise our products and tailor our website experience to the user based on the information gathered by our cookies. Starfish ETL is the sole controller of your personal data gathered by our own first party cookies.

Finally, we never use or share the personally identifiable information provided to us online in ways unrelated to the ones described above without also providing you an opportunity to opt-out or otherwise prohibit such unrelated uses.

Our Commitment To Data Security
To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online.

How You Can Access Or Correct Your Information
You may email Starfish ETL at info@starfishetl.com to request all your personally identifiable information that we collect online. You may correct factual errors in your personally identifiable information by sending us a request that credibly shows error. To update your email preferences, or to opt-out of all marketing communications, you may visit www.starfishetl.com.

To protect your privacy and security, we will also take reasonable steps to verify your identity before granting access or making corrections.

EU and Switzerland Safe Harbor Privacy Statement
Starfish ETL, LLC has committed to handling all personal information it receives from the European Economic Area and Switzerland in accordance with the Safe Harbor Principles outlined in the U.S. - EU Safe Harbor Framework and U.S. - Swiss Safe Harbor Framework to resolve all complaints regarding your privacy and the collection or use of your personal information. Starfish ETL, LLC’ Safe Harbor certification can be found at https://www.export.gov/safehrbr/list.aspx. For more information about the Safe Harbor Principles, please visit the U.S. Department of Commerce’s Website at http://www.export.gov/safeharbor/.

How To Contact Us
Should you have other questions or concerns about these privacy policies, please use the contact information below.

Starfish ETL, LLC
1111 E Touhy
Suite 550
Des Plaines, IL 60018
Email: info@starfishetl.com

Safe Harbor Dispute Resolution
In compliance with the US-EU and US-Swiss Safe Harbor Principles, Starfish ETL, LLC commits to resolve complaints about your privacy and our collection or use of your personal information. European Union or Swiss citizens with inquiries or complaints regarding this privacy policy should first contact Starfish ETL, LLC at info@starfishetl.com.

Starfish ETL, LLC has further committed to refer unresolved privacy complaints under the US-EU and US-Swiss Safe Harbor Principles to an independent dispute resolution mechanism, the BBB EU SAFE HARBOR, operated by the Council of Better Business Bureaus. If you do not receive timely acknowledgment of your complaint, or if your complaint is not satisfactorily addressed by Starfish ETL, LLC please visit the BBB EU SAFE HARBOR web site at www.bbb.org/us/safe-harbor-complaints for more information and to file a complaint.

Migrating from Microsoft Dynamics CRM to SugarCRM

2015-11-09T22:05:22Z

Abiardo:

This map will migrate data from a hosted or on-premise instance of Microsoft Dynamics CRM to an on-demand or on-premise instance of Sugar CRM.

We utilize the fastest API methods available for pulling down data from Dynamics CRM, and Sugar's Web Services API for uploading data.

You'll first have to create a few custom fields in SugarCRM to be used by the migration, as detailed in the included "instructions.txt" file.

This map migrates Accounts, Contacts, Leads, Opportunities, Notes, Tasks, Appointments, and Phone Calls.

It can easily be modified to include additional modules or custom fields if necessary.

Two projects are now included in the download:
*Dynamics CRM 4.0 -to- SugarCRM.spd which loads data into Sugar using SOAP web services.
*Dynamics CRM 20xx -to- SugarCRM.spd which is compatible with CRM 2011 & CRM 2013, and has been updated to load data into Sugar using REST web services.

[[File:Document-save.png|60px|link={{filepath:MicrosoftCRM-to-SugarCRM.zip}}]] [{{filepath:MicrosoftCRM-to-SugarCRM.zip}} '''Download Now''']

Migrating from SalesLogix to SugarCRM

2015-11-09T22:04:41Z

Abiardo:

This map will migrate data from SalesLogix (6.2+) to SugarCRM 6.2.x. It should also work on 6.3, but has not been tested.

This map will migrate Accounts, Contacts, Activities, History and Attachments.

[[File:Document-save.png|60px|link={{filepath:SalesLogixToSugarCRMMap.zip}}]] [{{filepath:SalesLogixToSugarCRMMap.zip}} '''Download Now''']

Migrating from Salesforce to SugarCRM

2015-11-09T22:04:38Z

Abiardo:

This map will migrate data from a Salesforce instance to a SugarCRM instance in a pure Cloud to Cloud fashion. This will work with an On-Premise or On-Demand version of SugarCRM.

Follow the steps outlined in the included "instructions.txt" file to successfully migrate Users before migrating the rest of the data.

This map will migrate Accounts, Contacts, Leads, Opportunities, Products, Campaigns, Contracts, Notes, Attachments, Tasks and Meetings (Events).

[[File:Document-save.png|60px|link={{filepath:Salesforce-to-SugarCRM.zip}}]] [{{filepath:Salesforce-to-SugarCRM.zip}} '''Download Now''']

Migrating from Sage CRM to SugarCRM

2015-11-09T22:04:35Z

Abiardo:

This map will migrate data from an on-premise instance of SageCRM to an on-premise or on-demand instance of SugarCRM.

We utilize the new REST API for pushing data into SugarCRM resulting in a fast and complete data migration.

Please follow the procedures outlined in the included "instructions.txt" file.

This map migrates Companies, People, Addresses, Products, Opportunities & Line Items, Communications, and Documents/Attachments.

The map can easily be modified to include additional modules or custom fields if necessary.

[[File:Document-save.png|60px|link={{filepath:SageCRM-to-SugarCRM.zip}}]] [{{filepath:SageCRM-to-SugarCRM.zip}} '''Download Now''']

Migrating from Goldmine to SugarCRM

2015-11-09T22:04:29Z

Abiardo:

This map will migrate data from Goldmine to SugarCRM.

- You may use either SQL or DBF data format versions of Goldmine.

- You may use an on-premise or ondemand version of Sugar CRM (any edition).

Follow the steps outlined in the included "instructions.txt" file to successfully migrate the data.

This map migrates Users, Accounts, Contacts, Additional Contacts, Opportunities, Emails, Calls, Tasks, and Appointments.

[[File:Document-save.png|60px|link={{filepath:Goldmine-to-SugarCRM.zip}}]] [{{filepath:Goldmine-to-SugarCRM.zip}} '''Download Now''']

Migrating from ACT! to SugarCRM

2015-11-09T22:04:27Z

Abiardo:

This map will migrate ACT! to SugarCRM. 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 SugarCRM, we use the pre-built SugarCRM connector so you may use this map for an on-premise or hosted version.

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

The included mappings are for Accounts, Contacts, Opportunities, Notes, Emails, History, Activities, and Attachments.

[[File:Document-save.png|60px|link={{filepath:ACT-to-SugarCRM.zip}}]] [{{filepath:ACT-to-SugarCRM.zip}} '''Download Now''']

Migrating from SugarCRM to SalesLogix

2015-11-09T22:04:01Z

Abiardo:

This map will migrate data from SugarCRM to SalesLogix.

SugarCRM on-premise or ondemand, version 5.0+ is supported (any edition).

The migration to SalesLogix uses SData, and requires version 7.5.2+ with the SData portal deployed and active. This mapping will support migrating to on-premise or cloud editions of SalesLogix.

The map migrates Accounts, Parents, Contacts, Opportunities, Notes, Calls, Meetings, Tasks and Attachments.

[[File:Document-save.png|60px|link={{filepath:SugarCRMtoSalesLogix.zip}}]] [{{filepath:SugarCRMtoSalesLogix.zip}} '''Download Now''']

Migrating from Salesforce to SalesLogix

2015-11-09T22:03:58Z

Abiardo:

This map will migrate data from Salesforce.com to SalesLogix over SData.

Follow the steps outlined in the included "instructions.txt" file to successfully migrate Users before migrating the rest of the data.

This map migrates Users, Accounts, Contacts, Leads, Opportunities, Products & Pricing, Tasks, and Notes.

[[File:Document-save.png|60px|link={{filepath:Salesforce-to-SalesLogixSData.zip}}]] [{{filepath:Salesforce-to-SalesLogixSData.zip}} '''Download Now''']

Migrating from Sage CRM to SalesLogix

2015-11-09T22:03:55Z

Abiardo:

This map will migrate data from an on-premise version of SageCRM to SalesLogix through OLEDB. You'll need direct access to the SageCRM SQL database to pull the data. When ready, we'll update this map to use the SageCRM API connector.

Follow the steps in the included "instructions.txt" file to recreate users from SageCRM first.

This map migrates Company, People, Addresses, Products, Opportunities, Communications, Activities, and Documents.

[[File:Document-save.png|60px|link={{filepath:SageCRM-to-SalesLogix.zip}}]] [{{filepath:SageCRM-to-SalesLogix.zip}} '''Download Now''']

Migrating from Microsoft Dynamics CRM to SalesLogix

2015-11-09T22:03:53Z

Abiardo:

This map will migrate data from a hosted or on-premise version of Microsoft CRM 4.0/2011 to SalesLogix through SData.

Follow the steps in the included "instructions.txt" file carefully to migrate users first.

Updated map to use new Xref features.

This map migrates Users, Accounts, Contacts, Opportunities, Products & Prices, Taks, Phone Calls, Email and Notes.

[[File:Document-save.png|60px|link={{filepath:MCRM-to-SaleLogix.zip}}]] [{{filepath:MCRM-to-SaleLogix.zip}} '''Download Now''']

Migrating from Goldmine to SalesLogix

2015-11-09T22:03:50Z

Abiardo:

This map will migrate data from Goldmine to SalesLogix. The map is built to use SQL versions of Goldmine, but with a little work, can be modified to use DBF file (using the Microsoft DBase ODBC driver). The map migrates Accounts, Contacts, Opportunities, Activity, History and Attachments.

[[File:Document-save.png|60px|link={{filepath:GoldminetoSaleslogix.zip}}]] [{{filepath:GoldminetoSaleslogix.zip}} '''Download Now''']

Migrating from ACT! to SalesLogix

2015-11-09T22:03:47Z

Abiardo:

Here is a map which will migrate ACT! to SalesLogix. 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. The main map uses the Saleslogix OLE-DB provider and maps Accounts, Contacts, Opportunities, Products, Opportunity Line Items, Notes, Activity & History, and Attachments.

There is also a version of the map included which uses SData for the connection (for cloud instances) but this map is not complete yet - only Accounts and Contacts are mapped. I'll update the file here as that gets built out.

Update 5/22/2012: Added attachment support.

[[File:Document-save.png|60px|link={{filepath:ACT-to-SalesLogix_2012-05-22.zip}}]] [{{filepath:ACT-to-SalesLogix_2012-05-22.zip}} '''Download Now''']

Migrating from SugarCRM to Salesforce

2015-11-09T22:03:17Z

Abiardo:

This map will migrate data from an on-demand or on-premise instance of SugarCRM to Salesforce.com.

We utilize the fastest API methods available for pulling down data from SugarCRM, and Salesforce's Bulk API for uploading data. This dramatically cuts down on the number of API calls and time needed to perform a migration.

You'll first have to create a few custom fields in Salesforce to be used by the migration, as detailed in the included "instructions.txt" file.

This map migrates Accounts, Contacts, Opportunities, Notes, Calls, Tasks, Meetings, Emails and Attachments.

It can easily be modified to include additional modules or custom fields if necessary.

[[File:Document-save.png|60px|link={{filepath:SugarCRM-to-SFDC.zip}}]] [{{filepath:SugarCRM-to-SFDC.zip}} '''Download Now''']

Migrating from SalesLogix to Salesforce

2015-11-09T22:03:13Z

Abiardo:

This map will migrate data from SalesLogix (6.2+) to Salesforce using the SFDC Bulk API.

You will have to create 5 custom External ID fields in Salesforce, as defined in the included "instructions.txt" file, to allow for ID cross-referencing.

This map will migrate Accounts, Contacts, Opportunities, Tasks, Events, and Attachments.

UPDATE 11/9: Added Parent Accounts & Opportunities. Updated map to use Xref functions for much faster performance.

[[File:Document-save.png|60px|link={{filepath:Saleslogix-to-Salesforce.zip}}]] [{{filepath:Saleslogix-to-Salesforce.zip}} '''Download Now''']

Migrating from SageCRM to Salesforce

2015-11-09T22:03:11Z

Abiardo:

This map will migrate data from Sage CRM (on-premise or Cloud) to Salesforce.

You'll first have to recreate the users in CRM as detailed in the included "instructions.txt" file.

This map migrates Accounts, Contacts (including Address, Phone Numbers & Email Addresses), Leads, Products & Prices, Opportunities, Tasks, Events, and Notes.

While this map does not include support for attachments, it would be possible to add that mapping for on-premise versions of Sage CRM. For Sage's hosted Cloud version unfortunately we cannot get access to the files through the API.

[[File:Document-save.png|60px|link={{filepath:SageCRM-to-Salesforce.zip}}]] [{{filepath:SageCRM-to-Salesforce.zip}} '''Download Now''']

Migrating from Microsoft Dynamics CRM to Salesforce

2015-11-09T22:03:08Z

Abiardo:

This map will migrate data from a hosted or on-premise instance of Microsoft Dynamics CRM (4.0, 2011, 2013) to Salesforce.com.

We utilize the fastest API methods available for pulling down data from Microsoft, and Salesforce's Bulk API for uploading data. This dramatically cuts down on the number of API calls and time needed to perform a migration.

You'll first have to create a few custom fields to be used by the migration, as detailed in the included "instructions.txt" file.

This map migrates Users, Accounts, Contacts, Leads, Products & Prices, Opportunities, Line Items, Notes, Appointments, Emails, Phone Calls, Tasks, Attachments, and Email Attachments.

Update 06/23/2014: Added support to read from new Dynamics CRM connector, adding support for 2013.

[[File:Document-save.png|60px|link={{filepath:MCRM-SFDC.zip}}]] [{{filepath:MCRM-SFDC.zip}} '''Download Now''']

Migrating from Goldmine to Salesforce

2015-11-09T22:03:05Z

Abiardo:

This map will migrate Goldmine to Salesforce.

This map will work with either the SQL or DBF data format versions of Goldmine. Duplicate companies are merged into a single Company record, with contact records underneath it, based on Company Name + City though this logic could be easily changed to fit your needs. This is done through use of a temporary database file, included with the download.

You will have to create 4 custom External ID fields in Salesforce, as defined in the included "instructions.txt" file, to allow for ID cross-referencing.

This map migrates Users, Accounts, Contacts, Email & Web Addresses, Additional Contacts, Opportunities, History, Activities and Attachments.

[[File:Document-save.png|60px|link={{filepath:GoldminetoSalesforce.zip}}]] [{{filepath:GoldminetoSalesforce.zip}} '''Download Now''']

Migrating from ACT! to Salesforce

2015-11-09T22:03:02Z

Abiardo:

=Map Download=
This map will migrate ACT! to Salesforce.

This map assumes the Act Company records were NOT used. It reads Company values from the Contact Table. If you have an Act database that did use the Company table, then you need to map directly to the TBL_Company table in Act.

This map is set up to use 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. Duplicate companies are merged into a single Company record, with contact records underneath it, based on Company Name + City though this logic could be easily changed to fit your needs. This is done through use of a temporary database file, included with the download.

You will have to create 4 custom External ID fields in Salesforce, as defined in the included "instructions.txt" file, to allow for ID cross-referencing.

This map migrates Users, Accounts, Contacts, Opportunities, Notes, History, Activities and Attachments.

[[File:Document-save.png|60px|link={{filepath:ACTtoSalesforce.zip}}]] [{{filepath:ACTtoSalesforce.zip}} '''Download Now''']
==Notes==
#The initial "Accounts + Contacts Staging" job does not bring over phone number extensions. If you want the extensions, you will need to add it to the Origin, p1.SUFFIX AS PhoneExt, and then update the PhoneNo field mapping to be a Hardcoded Function Field with "@@ORG:PhoneNo@@ @@ORG:SUFFIX@@" as the Value. Salesforce stores phone and Extension in the same field, so you can merge them here.
#The Opportunity.StatusNum field in Act is an integer. I'm unsure where to find the definition of each integer, but by comparison, I found that: 0=Open; 1=Closed - Won; 2=Closed - Lost; 3=Inactive.

=SQL=
You may find these SQL statements useful for finding data in the ACT Database. These can be used to determine which phone TypeID maps to what Phone field in Act, etc.
<source lang="sql">
select typeid as addresstype, count(*) from TBL_ADDRESS group by typeid
select typeid as emailtype, count(*) from TBL_EMAIL group by typeid
select typeid as phonetype, count(*) from TBL_PHONE group by typeid

select * from TBL_SYSCOLUMN where DISPLAYNAME like '%phone%'
select * from TBL_SYSCOLUMN where REF_TYPEID like '%C3AE9586-6158-4D0D-9FAF-253CB0152F18%'

select * from tbl_contact where LASTNAME = 'Curtis' and firstname = 'Drew'
select * from tbl_phone where contactid = 'A10DD7A0-9F9B-43B2-9835-E1C0D7963BF6'
select * from TBL_EMAIL where contactid = 'A10DD7A0-9F9B-43B2-9835-E1C0D7963BF6'
</source>