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 CRMBelow 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 customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.