ConvertSugarCRM.Com
Data Conversion

Supporting the users of SugarCRM

You may have found...
Importing in to SugarCRM
is not as easy as it looks.

We know its idiosyncrasies

We can convert data from any major contact manager
or in-house system in to SugarCRM.com

We can also convert the data between the SugarCRM.com web-based format and any local database format.

Then you can clean up, sort, search, modify, and analyze your data. You can convert it to other formats
or upload back to SugarCRM.com.

Data Conversion Matrix
Standard Prices

The basic idea among contact management systems is the same. But the tables used vary quite a bit. For example, in SugarCRM, the Email address is in the same table as the Contact's name and address. But in Goldmine, the Email addresses are in a different table, along with Supplemental addresses. In SugarCRM, the Notes are in a different table, while in Goldmine, they are in the same table as the Contact's name. We take care of such variations beforehand, so import is possible, and easy.

SugarCRM Tables to Convert

FromAccess ToSugarCRM
FromAct ToSugarCRM
FromMSCRM ToSugarCRM
FromFileMaker ToSugarCRM
FromGoldmine ToSugarCRM
FromGroupWise ToSugarCRM
FromNotes ToSugarCRM
FromMaximizer ToSugarCRM
FromOutlook ToSugarCRM
FromOutlook ToSugarCRM
FromSalesLogix ToSugarCRM
FromShark ToSugarCRM
FromTeleMagic ToSugarCRM

Accounts
Account_partners
Cases
Comments
Contacts
Currency
Events
Leads
Notes
Opportunities
Opp_contact_roles
Opp_competitors
Opp_history
Solutions
Tasks
Users

SugarCRM-dillon.jpg (140866 bytes)

rickservers.jpg (120087 bytes)

Our technology involves the use of Microsoft FoxPro to assist in getting the data

Cleanup - we can more quickly make "global replace" changes to save you hours of time
Complete Conversions from ACT!, Goldmine, Maximizer, Outlook and other contact databases
Migration to or from SugarCRM for special reports

SugarCRM.com record

Same record in SugarCRMFox

How to download your data from SugarCRM.

Use this wizard to import leads from any comma separated values file.

Note: This wizard imports information into leads. Go to Import My Organization's Data to import contacts and accounts.

Steps to Import Your Organization's Leads

1.	Compare your data to the Lead fields available for import. Create custom lead fields or custom lead picklist values, if needed.
2.	Export your data to a file.
3.	Review your data for accuracy, and make sure you have 1000 or fewer records.
4.	Start the Import Wizard
* It is recommended that you import a small test file of 5 records before importing all of your data to ensure that you have correctly prepared your import file.