Import Opportunities into Sage CRM

By | November 12, 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 using our GUMU™.

We are continuing our blog series on Sage CRM custom data migration services.

New Stuff: Migrate Contact from other CRM as Company record into Sage CRM

In this blog, we are discussing about custom process of import opportunity into Sage CRM and the pre-requisites for the same are:

  1. Source data in either MS Excel format or SQL database
  2. SQL version and edition, in case source data is a SQL database
  3. Sage CRM wherein the opportunities are to be migrated with admin level user login credentials
  4. Sage CRM version and edition
  5. Sage CRM SQL database version and edition

Below is the screenshot of a source data in Excel provided for Opportunity import.

Source data in Excel_1
Source data in Excel_2

The above data in excel is processed and imported into Sage CRM using our custom migration techniques. The below is the screenshot of the Opportunities that are imported into Sage CRM.

Sage CRM Opportunity

In this way, the provided opportunities are imported into Sage CRM.

This process is helpful if the client has opportunities generated in a different software and wants to import them into their 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 erpmig@greytrix.com . We will be glad to assist you.