Migrate Contact from Salesforce as Person in Sage CRM

By | January 4, 2019

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX, Salesforce, etc. into Sage CRM.

We are continuing our blog series on our Salesforce to Sage CRM migration services.

New Stuff: Troubleshoot Error – The GUMU™ for Sage CRM – Sage EM integration setup

Here, we are going to see the how Salesforce Contact Entity is migrated in Person Entity of Sage CRM.In Below images, we have shown a Salesforce Contact Details and its respective converted Sage CRM Person.

Salesforce Contact Details:

Contact in Salesforce

Sage CRM Person Summary:

Person in Sage CRM

Below are the standard field mappings of Contact entity which are migrated from Salesforce to Sage CRM. If you want to bring over any custom field/entities into Sage CRM we can do that also, for this you just need to send us the field mapping sheets i.e. which Salesforce custom field is to be migrated in field of Sage CRM and also this custom fields must be created by you in Salesforce and Sage CRM.

Salesforce – Sage CRM Standard Field Mappings:

Field Mapping

Field Mapping

In this way, the Contact from Salesforce are migrated into Person in Sage CRM.

About Us:

Greytrix  a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customization, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix helps in Sage ERP and CRM upgrades to the latest version and migration for Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks; for Sage 100, Sage 300 (Sage Accpac), Sage Enterprise Management (Sage X3) from Sage ProSage 50 USSage 50 CASage 50 Usage Business Works, Sage Business Vision and QuickBooks; for Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer.

For more information on Sage ERP – CRM migration solutions, please contact us at [email protected]We will be glad to assist you.

One thought on “Migrate Contact from Salesforce as Person in Sage CRM

  1. Pingback: Restriction on Date field for reports in Sage CRM – Sage CRM – Tips, Tricks and Components

Comments are closed.