{"id":82,"date":"2012-06-07T11:02:00","date_gmt":"2012-06-07T11:02:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=82"},"modified":"2025-04-23T09:56:53","modified_gmt":"2025-04-23T09:56:53","slug":"migration-of-sage-act-notes-in-sage-crm-using-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/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":"\n

GUMU™ for ACT! To Sage CRM<\/a> 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, and Custom information stored in user-defined locations such as notes, and e-mails residing in ACT! into Sage CRM and Sage CRM.com. GUMU™ 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).<\/p>\n\n\n\n

If you would like to just export Notes from your Sage ACT System.. click to learn more about our Greytrix Sage ACT! Export Notes Utility<\/a> or continue reading this post.<\/strong><\/p>\n\n\n\n

One 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.<\/p>\n\n\n

\n
\"Note\"<\/a><\/figure><\/div>\n\n\n

<\/p>\n\n\n\n

One is as communications in Sage CRM with the type as \u201cTo Do\u201d. This 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).<\/p>\n\n\n

\n
\"01\"<\/a><\/figure><\/div>\n\n\n

<\/p>\n\n\n

\n
\"02\"<\/a><\/figure><\/div>\n\n\n

<\/p>\n\n\n\n

GUMU™ 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 :<\/p>\n\n\n

\n
\"03\"<\/a><\/figure><\/div>\n\n\n

<\/p>\n\n\n\n

Notes 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.<\/p>\n\n\n

\n
\"\"<\/a><\/figure><\/div>\n\n\n

<\/p>\n\n\n\n

Greytrix<\/a> – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

The unique GUMU™<\/a> integration solutions provided by Greytrix for Sage 100 include Sage 100 integration with Sage CRM<\/a>,\u00a0and\u00a0Salesforce.com<\/a>,\u00a0Dynamics 365 CRM<\/a>, the migration solutions include Sage 100 Migration from Sage 50 US<\/a>,\u00a0Sage Intacct<\/a>,\u00a0QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include Salesforce \u2013 Sage ERP integration<\/a> available on Salesforce Appexchange<\/a>, Dynamics 365 CRM \u2013 Sage ERP integration<\/a> available on Microsoft Appsource (Free Trial)<\/a>.<\/p>\n\n\n\n

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button. <\/p>\n\n\n\n

For more details on Sage 100 Services, please contact us at sage@greytrix.com<\/a>. We will like to hear from you.<\/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, and Custom information stored in user-defined locations such as notes, and e-mails residing in ACT! into\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":[175],"tags":[],"class_list":["post-82","post","type-post","status-publish","format-standard","hentry","category-sage-100"],"yoast_head":"\nUsing GUMU, migration of Sage ACT notes into Sage CRM<\/title>\n<meta name=\"description\" content=\"Know how Do' we get various options such as scheduling reminders, selecting an action, etc. It\u2019s like an opportunity.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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