Migrating from ACT! to SugarCRM: Difference between revisions
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The included mappings are for Accounts, Contacts, Opportunities, Notes, Emails, History, Activities, and Attachments. | The included mappings are for Accounts, Contacts, Opportunities, Notes, Emails, History, Activities, and Attachments. | ||
[[File:Document-save. | [[File:Document-save.png|60px|link={{filepath:ACT-to-SugarCRM.zip}}]] [{{filepath:ACT-to-SugarCRM.zip}} '''Download Now'''] | ||
Revision as of 22:04, 9 November 2015
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.
