Hi. I am currently using salesforce.com and need to migrate urgently to a free CRM. However I would love to be able to migrate using a tool and not having to do everything manually. Is that possible?
-M
Hi, Salesforce describes the export routine here:
https://help.salesforce.com/HTViewHelpDoc?id=exporting_from_salesforce.htm&language=en
You would ideally:
-
export accounts, you get a CSV file. You import this CSV file in the accounts module of SuiteCRM
-
export contacts, you get a CSV file. You import this CSV file in the contacts module of SuiteCRM - make sure you map the account name
You might have to do some effort to find the correct field mappings, but it’s basically automatic.