Migrating from ACT! to SalesLogix: Difference between revisions

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[[File:Document-save.png|60px|link={{filepath:ACT-to-SalesLogix_2012-05-22.zip}}]] [{{filepath:ACT-to-SalesLogix_2012-05-22.zip}} '''Download Now''']
[[File:Document-save.png|60px|link={{filepath:ACT-to-SalesLogix_2012-05-22.zip}}]] [{{filepath:ACT-to-SalesLogix_2012-05-22.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 18:59, 22 December 2016

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.

Download Now

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