Goldmine to Sugar CRM

Posted December 18th, 2007 by jimlove

I have loaded the conversion files for a Goldmine installation that I am trying to convert to Sugar CRM (4.5)

I have DBF files which the tool picks up easily. But I cannot figure out how to get it recognize the DBT and MDX files so that I can look at them -- let alone map them for conversion. Any wisdom to offer on this?

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RE: Goldmine to SugarCRM

On December 18th, 2007 jterrell said:

Hi Jim,

If the .DBF, .DBT, and .MDX files all reside in the same folder when you connect to the .DBF file, the DataTools should automatically read the .DBT and .MDX files, and the memo field(s) that are stored in the .DBT file should be visible at the "far right end" of each record when you open the internal Source Data Browser.

If this is not the case with your data files, please let us know, and we will try to diagnose the cause.

- Jo

Update

On December 18th, 2007 jimlove said:

They are held in the same folders on my Windows desktop.

re: Goldmine to SugarCRM

On December 18th, 2007 jterrell said:

After doing a bit of research, I found evidence that early versions of Goldmine implemented a proprietary method - in other words, different from the dBASE standard - of linking child records in the .DBT file to the parent records in the .DBF file. This is the most likely reason you cannot see the memo fields (child records that contain activities/events) in DataTools.

However, DataTools does offer a solution...

If you have the Goldmine application, you can create reports that contain both the parent (Contact) and child (Activities/Events) records. Then, print the report to a file on your workstation - rather than to a printer - and download the Data Extractor for Unstructured Text to extract the records, with relationships intact, as needed. Export the data records to a CSV file from the Data Extractor.

Then use the Data Builder for SugarCRM to map & transform the "raw" CSV data into a new CSV structure that can be imported into SugarCRM.

Hope this helps!

- Jo