DataTools for ACT to SugarCRM Migration

Wed, 19 Dec 2007, 2:36pm

Pervasive DataTools offers solutions for migrating data from ACT to SugarCRM.

ACT to SugarCRM data migrations can be problematic due to the necessity of linking child records to the parent records. The most common problem is retaining the relationship between the memo fields (child records that contain activities/events and history records) and Contact records.

The DataTools solution...

If you have the ACT application, you can create reports that contain both the parent (Contact) and child (Activities/Events/History) records. Then, print the report to a file on your workstation - rather than to a printer - and download the Data Parser 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 the exact CSV structure that is ready to import into SugarCRM using the SugarCRM import utility.

- The Pervasive DataTools Team