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Enhancements Products > Migrator

Developed in conjunction with Sage, Migrator is the single source solution for migrating from ACT! or GoldMine to any Sage CRM product.

Based on the class-leading Inaport integration engine, Migrator is the data migration solution for all Sage CRM Solutions products. This is a 30-day license for use by a single customer for any number of data migrations to a single target CRM system.

Migrator offers:

  • The same user interface and functionality for all Sage CRM Solutions products (ACT by Sage, SageCRM, SageCRM.com, and Sage SalesLogix)

  • a comprehensive migration out of the box including company, contacts, history, calendar, notes, attachments, opportunities, email

  • the ability to customize any migration to handle specific customer requirements

Currently, there are seven Migrator licenses, as follows:

Source Target
GoldMine
Versions 5.x, 6.x
Sage SalesLogix
Sage CRM
Sage CRM.com
ACT! by Sage
ACT! by Sage
Versions 6, 2005/V7, 2006/V8, 2007/V9
Sage SalesLogix
Sage CRM
Sage CRM.com

Migrator migrates most information from the source to the target system with minimal intervention where no customization has occurred at the source.
Each migration license consists of a set of profiles that transfer the following:

  • Company, contacts, address

  • History, with notes and attachments

  • Calendar or activities, with notes and attachments

  • Attachments or linked documents

  • Emails, with attachments

  • Opportunities and products

Where the source system has been customized, the full power of Migrator can be used to modify the standard profiles, as required, and achieve a fast and accurate migration.
While Migrator covers most aspects of a migration; there are a few exceptions:

  • The Migrator engine does not support reading information from any data source other than the one licensed. For example, Excel, Access or SQL Server. See Inaport if this is required.

  • Recurring activities are not migrated.

  • ACT! and GoldMine groups are not replicated in the target.

  • There are some other restrictions for specific migration tracks; for example, GoldMine does not support true product information, so the movement of product information for creating opportunities is limited.

Industries: Non-Industry Specific

Business Needs: Contact Management, Budgeting, Donor Management

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