Migrating from ACT! to Salesforce: Difference between revisions

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This map will migrate ACT! to Microsoft Dynamics CRM.
This map will migrate ACT! to Salesforce.


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 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 may use an on-premise or hosted version of Microsoft Dynamics CRM (4.0 or 2011).
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.


You'll first have to recreate the users in CRM as detailed in the included "instructions.txt" file.
This map migrates Users, Accounts, Contacts, Opportunities, Notes, History, Activities and Attachments.


This map migrates Accounts, Contacts, Products, Opportunities, Opportunity Products, Notes, Calls, Meetings, Emails and Tasks.
[[File:Document-save.svg|60px|link={{filepath:ACTtoSalesforce.zip}}]] [{{filepath:ACTtoSalesforce.zip}} '''Download Now''']
 
Update 5/20/2012: Fixed a few bugs with the map, employeeid lookups and union statement issues.
 
[[File:Document-save.svg|60px|link={{filepath:ACT-to-MCRM.zip}}]] [{{filepath:ACT-to-MCRM.zip}} '''Download Now''']

Revision as of 17:22, 25 November 2014

This map will migrate ACT! to Salesforce.

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.svg Download Now

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