{"id":5866,"date":"2013-11-29T16:22:58","date_gmt":"2013-11-29T16:22:58","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=5866"},"modified":"2013-11-29T16:22:58","modified_gmt":"2013-11-29T16:22:58","slug":"migrate-communications-from-goldmine-to-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/29\/migrate-communications-from-goldmine-to-sage-crm\/","title":{"rendered":"Migrate communications from Goldmine to Sage CRM"},"content":{"rendered":"<p>Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about a functionality of Sage CRM that allows the user to migrate <b>Pending<\/b> Records or <b>History of<\/b> records from Goldmine to Sage CRM for a corresponding Company and User.<br \/>\nIn our GUMU CRM Migration, Pending records from Goldmine is migrated as <b>Communication (Pending)<\/b> and <b>History<\/b> records from Goldmine migrated as <b>Communication (Complete)<\/b> in Sage CRM. At the time of migration, user needs to select the Communication Option as <b>Pending<\/b> or <b>History<\/b> from GUMU utility Screen.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/01.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-5867\" alt=\"01\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/01.jpg\" width=\"805\" height=\"603\" \/><\/a><\/p>\n<h4>Migrating Pending records from Goldmine to Sage CRM<\/h4>\n<p>To understand this, we shall refer the below screenshot. \u00a0<b>Pending<\/b> task of &#8216;<b>Martine Specie&#8217;<\/b> from Goldmine is migrated as <b>Communication<\/b> with the <b>status pending<\/b> in Sage CRM and linked to corresponding Company and User. This implies, <b>Pending<\/b> types from Goldmine when migrated to Sage CRM becomes C<b>ommunication with a Pending <\/b>Status.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/02.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-5868\" alt=\"02\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/02.jpg\" width=\"565\" height=\"290\" \/><\/a><br \/>\n&nbsp;<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/03.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-5869\" alt=\"03\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/03.jpg\" width=\"907\" height=\"365\" \/><\/a><\/p>\n<h4>Migrating History records from Goldmine to Sage CRM<\/h4>\n<p>To understand this, we shall refer the below screenshot. <b>History<\/b> records of <b>Martine Specie<\/b> from Goldmine are migrated as <b>Communication<\/b> in Sage CRM and linked to corresponding company and user. This implies <b>History<\/b> records from Goldmine when migrated to Sage CRM become C<b>ommunication with a Complete <\/b>Status.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/04.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-5870\" alt=\"04\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/04.jpg\" width=\"575\" height=\"449\" \/><\/a><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/05.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-5871\" alt=\"05\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/05.jpg\" width=\"890\" height=\"392\" \/><\/a><\/p>\n<h4>Goldmine activities mapping with Sage CRM<\/h4>\n<p>Goldmine activities are mapped to Sage CRM communication as follows:<br \/>\n&nbsp;<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/06.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-5872\" alt=\"06\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/06.jpg\" width=\"643\" height=\"143\" \/><\/a><\/p>\n<h4>Also Read:<\/h4>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/migrate-communications-from-salesforce-to-sage-crm\/\" target=\"_blank\">1) Migrate Communications from Salesforce to Sage CRM<\/a><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/31\/migrating-goldmine-contact-to-sage-crm-using-gumu\/\" target=\"_blank\">2) Migrate Goldmine Contact to Sage CRM using GUMU<\/a><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/31\/migrate-goldmine-notes-in-sage-crm-using-gumu\/\" target=\"_blank\">3) Migrate Goldmine Notes in Sage CRM using GUMU<\/a><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/11\/22\/migrate-goldmine-opportunities-to-sage-crm-with-gumu-utility\/\" target=\"_blank\">4) Migrate Goldmine opportunities to Sage CRM with GUMU utility<\/a><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/10\/migrate-contact-person-to-sage-crm-using-gumu\/\">5) Migrate\u00a0Contact Person to Sage CRM using GUMU<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about a functionality of Sage CRM that allows the user to migrate Pending Records or History of records from Goldmine to Sage CRM for a corresponding Company and User.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/29\/migrate-communications-from-goldmine-to-sage-crm\/\">Read More &raquo;<\/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":[244],"tags":[711,838,1198,1621,2010],"class_list":["post-5866","post","type-post","status-publish","format-standard","hentry","category-migration-2","tag-communication","tag-crmmig","tag-goldmine","tag-migration","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Migrate communications from Goldmine to Sage CRM - 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\/2013\/11\/29\/migrate-communications-from-goldmine-to-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Migrate communications from Goldmine to Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Today we are continuing our blog series on GUMU Migration services. 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