Manual Migration

[tlck9]

Hi Guys

I'm working on a project to move an old goldmine database, version 6.50.31113 to Sugar

I am not technically minded so have no knowledge of sql/dbase/ etc

So I was thinking of exporting the information into a excel file from Goldmine and moving this manually into sugar, my question is this

Which shoudl I import first, contacts or accounts. When I tested this, I acheived a duplication of the record.

Eg do I import my company records and then Contacts? if I do this how can I assign the contacts to a particular account, I could not see the link on the import screen.

Thanks in advance

[salesagility]

Import the Contacts first. make sure that each Contact record has the name of the Account. Sugar will then create both the Contact and the associated Account.

[letrium]

Some fields you have not in the Sugar. You should add their manually.

[tlck9]

Thanks for the clarification....

one further question if I may

One the contact import for instance, it will create the account....

How can I ensure that all the data we have for the account is then imported into the Account in sugar...eg website

I noticed this wasnt available in the import, so would I run a further import into accounts, so this would merge the data, or is there a way to add further account information in the contact import routine? so this would appear in the account record fields?

[roblaus]

Standard way would be to import accounts first. If you miss some fields in Sugar - create them. Then import contacts whereby each contact record should contain the account NAME in exact the same way as it was imported.
Many systems allow you to export contact AND account in one record. This is ideal because you can use the same file twice. First import accounts plus additional information and then import the same file but with contact information plus account name. Duplicate records will be ignored during the first import but multiple contacts will be assigned correctly to one account during the second run.
And yes, you can do it the other way round but then you need the account IDs from Sugar in order to update the account records (otherwise only duplicates will be created and nothing imported). Which means you have to export account records and use vlookup or similar to assign this information to your original data.

[Angel]

Are you only importing accounts and contacts? If not, be prepared for some work.

Assuming you are, import the accounts first, then the contacts. Make sure that the contacts export includes the company name value from GM as well as mapping it during the import and Sugar will automatically link the contact to the account with a matching name.

[sugarcane]

Hello,

check out these 2 links about importing records, they should be helpful:
http://www.sugarcrm.com/university/g...DI_Import_Data
http://www.sugarcrm.com/university/g...elated_Records

[tlck9]

I am hoping to get across as much information as possible in a import....however reading the various forums, this seems quite a job to be done

So I'm thinking the accounts and contacts and then perhaps the completed activities would be the absolute minimum. Future tasks etc I can deal with - but I have a feeling that the completed activities is not a simple task

thanks for those links, I will check them out now