Migrate data from Goldmine to Sage CRM

By | July 16, 2014

In our previous blog , we discussed about Migration of the ACT! Records to Sage CRM. In this blog, we will discuss about migration of GoldMine records to Sage CRM. In previous blog, we had mentioned about our GUMU™ migration utility. We use same utility for migration of the GoldMine data to Sage CRM. GUMU™ migration utility migrates all of GoldMine basic data such as Users, Company, Contact as well as advanced data such as History / Pending, Notes, Opportunity and Links, Records stored in custom fields of GoldMine to Sage CRM and SageCRM.com. Below is the detail information about Goldmine entities which we migrate to Sage CRM. Let’s discuss each entity one by one.
New Stuff: ACT! to Sage CRM Migration.
1. Users:
During migration of user’s records, we migrates users as resources in Sage CRM. This ensures that the Sage CRM user licenses are not used. It will help to link Communications and Opportunities to corresponding Users.
2. Company:
Company records from GoldMine migrate as Sage CRM Company.
User defined fields present in GoldMine company gets mapped to User defined fields in Sage CRM.
Refer below blog, for more information about migration of GoldMine companies in Sage CRM.
Migration of GoldMine companies in Sage CRM.
3. Contact:
A contact record from GoldMine gets migrated as Sage CRM Person.
User defined fields present in Goldmine Contact gets mapped to User defined fields in Sage CRM.
Refer below blog for more information about migration of GoldMine contacts in Sage CRM.
Migration of GoldMine contacts in Sage CRM.
4.History / Pending:
History records from GoldMine gets migrated as Communication with Status as ‘Complete’ in Sage CRM and Pending records form GoldMine gets migrated as Communication with Status as ‘Pending’ in Sage CRM.
Refer below blog for more information about migration of GoldMine History / Pending records in Sage CRM
Migration of GoldMine History / Pending records in Sage CRM.
5.Notes:
Notes records form GoldMine gets migrated as Notes or Communication in Sage CRM depending upon user option.
Refer below blog for more information about migration of GoldMine note records in Sage CRM, refer this blog.
Migration of GoldMine notes in Sage CRM.
6.Opportunity:
An Opportunity record from GoldMine gets migrated as Opportunity in Sage CRM.
For more information about migration of GoldMine opportunity records in Sage CRM, refer this blog.
Migration of GoldMine opportunities in Sage CRM.
7.Links
Links (i.e. Documents) from GoldMine migrated as Library in Sage CRM.
For more information about migration of ACT! Opportunity in Sage CRM, check this blog.
Migrate your documents to Sage CRM using GUMU™
You can download Goldmine to Sage CRM migration utility to see the example of the GoldMine migration.
For more information on Sage CRM data migration, drop us a mail at sage@greytrix.com
Also Read:
1. Migration of GoldMine companies in Sage CRM.
2. Migration of GoldMine contacts in Sage CRM.
3. Migration of GoldMine History / Pending records in Sage CRM.
4. Migration of GoldMine notes in Sage CRM.
5. Migration of GoldMine opportunities in Sage CRM.