Migrating from ACT! to SalesLogix: Difference between revisions
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Update 5/22/2012: Added attachment support. | Update 5/22/2012: Added attachment support. | ||
[[File:Document-save. | [[File:Document-save.png|60px|link={{filepath:ACT-to-SalesLogix_2012-05-22.zip}}]] [{{filepath:ACT-to-SalesLogix_2012-05-22.zip}} '''Download Now'''] | ||
Revision as of 22:03, 9 November 2015
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.
