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Thread: HELP: Mapping GoldMine to Sugar

  1. #1
    charitha is offline Sugar Community Member
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    Default HELP: Mapping GoldMine to Sugar

    GoldMine 6.70.50123 - DBase
    SugarCRM OS 5.4.1e - MySQL

    I have been trying to import the data from GM to Sugar now for nearly a month. The contacts was easy enough as it was exported as text file, and later converted to CSV. However some fields cannot be mapped to Sugar as they belong to other tables. But I need to import the rest of the data as well (History,Emails etc.), which are being exported to an XML file. I am still trying to convert that into CSV, but with no luck.

    However,one can open the .dbf files of the required GM tables in MS Excel and save as 'CSV (MS-DOS)'.

    The problem is that the database structures are completely different. For example, the Contacts details is a combination of tables Contact1 and Contact2 from GM. These tables correspond to Sugar's Contacts, Accounts and Calls tables.

    So my question is how can I map these fields? Or, is there another way I can go about importing the data?

    Has anyone successfully achieved this without actually hiring someone to do it for them?

    I have the table structures of both GM and Sugar if any needs it.

    Any help or even information is greatly appreciated.
    Thank You in advance.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: HELP: Mapping GoldMine to Sugar

    Quote Originally Posted by charitha
    The problem is that the database structures are completely different. For example, the Contacts details is a combination of tables Contact1 and Contact2 from GM. These tables correspond to Sugar's Contacts, Accounts and Calls tables.

    So my question is how can I map these fields? Or, is there another way I can go about importing the data?
    This is the part that makes this type of migration "fun."

    There is a fair amount of data massaging that needs to take place before you can migrate the data in a way that results in a Sugar data set with linked data.

    With regards to the general contact info, perhaps you can run a JOIN using an SQL query in Access, then export the results of the query, as opposed to exporting contact1 and contact2.

    In my opinion, this is only the tip of the iceberg, as there are number of other issues to address, for example, linking the contacts to the appropriate company records, handling of linked documents, details, and a variety of other items.

    There are some threads floating around with some info on this topic, as well as in the Wiki (www.sugarcrm.com/wiki), but in reality, a detailed step-by-step document does not exist anywhere that I am aware of, and add to that the fact that it would likely be about 100 pages long if it did exist.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    charitha is offline Sugar Community Member
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    Default Re: HELP: Mapping GoldMine to Sugar

    Thanks for replying back.

    In terms of the Contacts, I just used GM's export to ASCII file function, which I later converted to CSV. Still mapping them exactly is the problem.

    AS previously explained, I extracted the Users information from the Users.dbf file. I then mapped those to a CSV file with the standard Sugar fields in it's User file. I imported the file through phpMyAdmin, which was successful.

    However, when I try to access an imported record from Sugar's interface, I get one of two messages.

    1. Error retrieving record. This record may be deleted or you may not be authorized to view it.
    2. Bad data passsed in; Return to Home.

    Any thoughts?

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: HELP: Mapping GoldMine to Sugar

    I am not exactly sure I understand what it is you did with the Users listing, but you should be aware that the way that users work in Sugar is different than in GoldMine.

    GoldMine users are identified by the user name, hence you can never have 2 users with the same user name. It always needs to be a unique value. In Sugar, users are distinguished via a unique ID that is automatically created by Sugar whenever you define a new user.

    If you import a list of users from somewhere, you need to create those unique values too (somehow). Unlike GoldMine, when you assign a piece of data to someone, selecting the recipient's user name is actually a reference to the unique ID that corresponds with that user name, not the actual user name itself.

    If you use something other than one of those IDs, it is likely to experience access problems and the like because it doesn't know which user it belongs to, but I don't know for sure as I've never tried to do something like that.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  5. #5
    charitha is offline Sugar Community Member
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    Default Re: HELP: Mapping GoldMine to Sugar

    I am trying everything, no go. The funny thing is that when I only map a single field i.e. a field to Sugar's primary field, I get no errors. I can view it, edit it, do whatever I want.

    I just understand what's going on.

  6. #6
    mylo78 is offline Sugar Community Member
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    Default Re: HELP: Mapping GoldMine to Sugar

    How did you go with the migration?
    I'm just finishing up a migration from Goldmine to Sugar.


    It's much easier to copy the database from <DB VENDOR> to <MySQL>, then do your lookups on ACCOUNTNO for the CONTHIST table and if you have Heat, the CALLLOG table.

    Emails may have attachments and they are configured in the .ini file as to where to dump them on your windows box.

    Cheers
    Mylo

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