Migrate Company of a Contact that do not exist in company entity from Act! CRM into Sage CRM

By | August 13, 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 Sage CRM data migration services.

New Stuff: Act! Contact Entity is migrated into Company Entity of Sage CRM

In this blog we are discussing about Migrating Company of a Contact that do not exist in company entity from Act! CRM into Sage CRM.

Here we are going to see how a company is created in Sage CRM from Contact details of ACT! CRM. The Company is created in Sage CRM without its existence in Act! entity.

In Below images, we have shown that in ACT! CRM there is a Contact against which there is no company created in company data of ACT! CRM. But when we migrate Contact in Sage CRM then it will create a company first and then a person against that company.

Contact in ACT! CRM: Currency

The Company of the above Contact does not exist in Company records as shown in below image. Currency

During migration GUMU™ creates the Company in Sage CRM as shown below.

Currency

Currency

This is how after migration, Company of a Contact that do not exist in company entity from Act! CRM is migrated into company entity of 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 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 Pro, Sage 50 US, Sage 50 CA, Sage 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 sage@greytrix.com. We will be glad to assist you.