{"id":2065,"date":"2012-06-07T10:50:44","date_gmt":"2012-06-07T10:50:44","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=2065"},"modified":"2012-06-07T10:50:44","modified_gmt":"2012-06-07T10:50:44","slug":"migration-of-sage-act-notes-in-sage-crm-using-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/","title":{"rendered":"Migration of Sage ACT notes in Sage CRM using GUMU"},"content":{"rendered":"

GUMU™ for ACT! To Sage CRM is a wizard type utility for converting all data from ACT! into Sage CRM or Sage CRM.com. The conversion process converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in the user defined locations such as notes, e-mails residing in ACT! into Sage CRM and Sage CRM.com. GUMU™\u00a0 for Sage CRM utility also migrates data from Goldmine, SalesForce.com, SalesLogix or any database (including Ms Access, SQL, and Oracle) to Sage CRM (Target system).
\n<<If you would like to just export Notes from your Sage ACT System.. click to know more about our\u00a0Greytrix Sage ACT! Export Notes Utility<\/a> or continue reading this post>><\/strong>
\nOne of the important aspects found during migrations is Notes from ACT! These are two ways how notes can be migrated to Sage CRM using GUMU.
\n\"\"<\/a>
\nOne is as communications in Sage CRM with the type as \u201cTo Do\u201d. \u00a0This is how it is generally handled in the migrations as when we create ‘To Do’ we get various options such as scheduling reminders, selecting an action, etc. It\u2019s like an opportunity. All the notes information like created date, user, etc. will also get migrated into Sage CRM \/ Sage CRM.com (Cloud).
\n\"\"<\/a>
\n\"\"<\/a>
\nGUMU also provides the option to migrate Notes of Sage ACT! as Notes in Sage CRM. During migration, you have to select the \u201cNotes\u201d option from the screen :
\n\"\"<\/a>
\nNotes are linked to the corresponding user in Sage ACT. Thus it can be migrated as notes into your target Sage CRM system in a similar way.
\n\"\"<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU™ for ACT! To Sage CRM is a wizard type utility for converting all data from ACT! into Sage CRM or Sage CRM.com. The conversion process converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in the user defined locations such as notes, e-mails residing in ACT!\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,244],"tags":[491,838,1621,1678],"class_list":["post-2065","post","type-post","status-publish","format-standard","hentry","category-act-crm","category-migration-2","tag-act","tag-crmmig","tag-migration","tag-notes"],"yoast_head":"\nMigration of Sage ACT notes in Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Migration of Sage ACT notes in Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ for ACT! To Sage CRM is a wizard type utility for converting all data from ACT! into Sage CRM or Sage CRM.com. The conversion process converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in the user defined locations such as notes, e-mails residing in ACT!\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2012-06-07T10:50:44+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/06\/00.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/\",\"name\":\"Migration of Sage ACT notes in Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/06\/00.jpg\",\"datePublished\":\"2012-06-07T10:50:44+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/06\/00.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/06\/00.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Migration of Sage ACT notes in Sage CRM using GUMU\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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