{"id":21257,"date":"2019-01-04T12:58:26","date_gmt":"2019-01-04T12:58:26","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21257"},"modified":"2025-01-29T11:00:08","modified_gmt":"2025-01-29T11:00:08","slug":"migrate-contact-from-salesforce-as-person-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/04\/migrate-contact-from-salesforce-as-person-in-sage-crm\/","title":{"rendered":"Migrate Contact from Salesforce as Person in Sage CRM"},"content":{"rendered":"<p><span style=\"color: #000000;\"><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> 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.<\/span><\/p>\n<p><span style=\"color: #000000;\">We are continuing our blog series on our Salesforce to Sage CRM migration services.<\/span><\/p>\n<p><em><strong>New Stuff:\u00a0<\/strong><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/24\/troubleshoot-error-the-gumu-for-sage-crm-sage-em-integration-setup\/\" target=\"_blank\" rel=\"noopener\">Troubleshoot Error \u2013 The GUMU&#x2122; for Sage CRM \u2013 Sage EM integration setup<\/a><\/p>\n<p><span style=\"color: #000000;\">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.<\/span><\/p>\n<p><span style=\"color: #000000;\">Salesforce Contact Details:<\/span><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/SF-Contact.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-21262 size-full\" title=\"Contact in Salesforce\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/SF-Contact.jpg\" alt=\"Contact in Salesforce\" width=\"894\" height=\"321\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/SF-Contact.jpg 894w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/SF-Contact-300x108.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/SF-Contact-768x276.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/SF-Contact-660x237.jpg 660w\" sizes=\"(max-width: 894px) 100vw, 894px\" \/><\/a><br \/>\n<span style=\"color: #000000;\">Sage CRM Person Summary:<\/span><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Sage-CRM-Person-1024x472.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-21263 size-full\" title=\"Sage CRM Person Summary\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Sage-CRM-Person.jpg\" alt=\"Sage CRM Person Summary\" width=\"1128\" height=\"520\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Sage-CRM-Person.jpg 1128w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Sage-CRM-Person-300x138.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Sage-CRM-Person-768x354.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Sage-CRM-Person-1024x472.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Sage-CRM-Person-660x304.jpg 660w\" sizes=\"(max-width: 1128px) 100vw, 1128px\" \/><\/a><span style=\"color: #000000;\">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.<\/span><\/p>\n<p><span style=\"color: #000000;\">Salesforce \u2013 Sage CRM Standard Field Mappings:<\/span><\/p>\n<div id=\"attachment_21266\" style=\"width: 952px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Field-Mapping-Copy.jpg\"><img decoding=\"async\" aria-describedby=\"caption-attachment-21266\" class=\"wp-image-21266 size-full\" title=\"Salesforce \u2013 Sage CRM Standard Field Mappings\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Field-Mapping-Copy.jpg\" alt=\"Salesforce \u2013 Sage CRM Standard Field Mappings\" width=\"942\" height=\"585\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Field-Mapping-Copy.jpg 942w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Field-Mapping-Copy-300x186.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Field-Mapping-Copy-768x477.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/Field-Mapping-Copy-660x410.jpg 660w\" sizes=\"(max-width: 942px) 100vw, 942px\" \/><\/a><p id=\"caption-attachment-21266\" class=\"wp-caption-text\"><span style=\"color: #000000;\">Field Mapping<\/span><\/p><\/div>\n<p><span style=\"color: #000000;\">In this way, the Contact from Salesforce are migrated into Person in Sage CRM.<\/span><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> 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.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a>\u00a0for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on\u00a0<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/04\/migrate-contact-from-salesforce-as-person-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[285,332],"tags":[3733,3734],"class_list":["post-21257","post","type-post","status-publish","format-standard","hentry","category-person","category-sage-crm","tag-contact-in-salesforce","tag-person-in-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Migrate Contact from Salesforce as Person in Sage CRM<\/title>\n<meta name=\"description\" content=\"Effortlessly migrate contacts from Salesforce into Sage CRM as individual person records. Optimize your CRM data with Greytrix\u2019s migration expertise!\" \/>\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\/2019\/01\/04\/migrate-contact-from-salesforce-as-person-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Migrate Contact from Salesforce as Person in Sage CRM\" \/>\n<meta property=\"og:description\" content=\"Effortlessly migrate contacts from Salesforce into Sage CRM as individual person records. 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