I have to migrate data of accounts, contacts and historic won orders/sold services/products from an non-crm-ERP-System to a new fresh SuiteCRM installation.
In the past we dont use a crm, but with SuiteCRM we will start to work with.
And I break my head over how to handle the won order/sold service data:
What is the best way to import the won orders/sold services? As closed accepted quotes (maybe with Invoice status “invoiced”)? Or as won opportunities? Or as both record types?
The historic orders will linked to the related accounts & contacts in SuiteCRM. The smart imported & structured data in Suitecrm should give us an overview about the sold services and sales amounts/turnover in the past. For bussines analyzing etc
If you want to import “intelligently”, and build relationships and security groups assignments, you need to go beyond the CSV imports and use an import script (which you define as a custom entrypoint).
I have a sample import script which you can use for inspiration:
thank you - this is interesting! But my key problem at the moment is: Should I import the won orders to quotes module or opportunities module? Or to both?
Which type of SuiteCRM record are the best one for won orders/sold services from the past?
Its “historic” data which I migrate to a brand new SuiteCRM where we will start to work with a CRM (includin sales pipeline etc) the first time.
PS:
Sorry for the misleading formulation “smart strategy”, what I meant was the “right way” to import/migrate this kind of data. Want to prevent this project from
badly thought-out data migration.
For this kind of option, which module to use, I just recommend that you examine the existing modules and see which best fits your needs… there’s not much more to it.
Remember to see the relationships with other modules;
and the actions each module allows, particularly conversions (make invoice from quote, etc).