Tips and Tricks, Data Integration

Expert Integration Tips: Setting Up Your Origin

Starting an integration project in StarfishETL? We have some tips to ensure your project runs with maximum effectiveness. In the first post of our Expert Integration Tips series, we'll talk about the various approaches you can use to set up your Origin connection.

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How to Decide Which Version of StarfishETL is Right for You

Everyone loves options, right? As you prepare for your data project, you may notice StarfishETL offers several options for moving your data. How do you know which version of the platform is right for what you need, though? The first thing you must consider is what you’re using StarfishETL for: integration, migration, data clean up, process automation, or other uses. Here are some descriptions and guidelines to help you choose the best StarfishETL instance for your next project.

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Data Integration, Marketing

What Every CMO Needs to Know About Marketing Integration

The customer journey is a constant back and forth between sales and marketing. Every touch point is an opportunity and every interaction alters the next move. Connecting the two departments with CRM and marketing integration is a logical step to align goals and facilitate collaboration.

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Data Integration, Siloed Data

The Dangers of Siloed Data and How to Avoid Them

In farming, silos are structures that keep grain separate from the elements. The same concept can be applied in the business world when we think about siloed data. There are different types of siloed data, but the overarching theme is data that is isolated from the entirety of your system, whether…

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Data Migration, Tips and Tricks

When Migrating is Better Than Upgrading Your CRM

These upgrades can sometimes be time consuming, however, they are usually worthwhile. I stress the word “usually” here because there are instances where upgrading your CRM may not be the right answer for your business. So, how do you know when migrating is better than upgrading? Here are a few…

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Data Migration

Keeping your Data Migration on Time and Within Budget

The Starfish team has seen a lot of successful data migrations, but we’ve also seen how easy it is to get off track and over budget. In this blog post, we’ll address the most common reasons for reworks and budget overages, and the steps you can take to prevent them from happening you.

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6 Tips for Successful Legacy Data Migrations

Moving to a new system means analyzing the way data is defined between old and new, and translating your legacy information into the new system effectually. Even migrations that seem black and white on paper can run into obstacles, so planning is crucial. The most successful legacy data migrations are detail-oriented and ask the right questions. What are those questions? What are the details you need to consider? Here are 6 tips for successful legacy data migrations.

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Data Migration, CRM

The Benefits and Challenges of CRM Migration

Migrating your CRM solution is a big deal no matter what software you’re moving to or from. Get it right, and your business will reap the rewards. Get it wrong, however, and you could be forced to deal with a lot of problems. It’s a complicated manuever that requires extensive planning and…

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How To, StarfishETL

Generating StarfishETL Cross-Reference Files from MSCRM Picklists

When using Starfish to migrate from Microsoft Dynamics CRM to a different CRM system, you may need to create cross reference files that translate picklist codes to actual text values. This is particularly true if you don’t have a full Dynamics CRM instance setup for the database you are migrating…

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Microsoft Dynamics CRM

Deciding Which Dynamics CRM Objects to Migrate Based on Associated Activity

When migrating data from Dynamics CRM, there might be a need to determine which specific objects have Activities such as "Tasks" associated with them. This is especially important in the context of data cleansing because one might not want to migrate data that has not had any activity(…

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StarfishETL: Assignment Notification When Importing Data into SugarCRM

When importing data into SugarCRM using Starfish, users will generally want to disable the Assignment Notification functionality in the Admin -> Email Settings area of SugarCRM.

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Tips and Tricks, StarfishETL

Manage StarfishETL Programmatically

One of the benefits of StarfishETL is that it's Engine (where all the magic happens) is Web-services based. This means not only can StarfishETL itself run in the cloud, but you can control it programmatically through it's SOAP interface.

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Sugar Sell

Upload Bulk Attachments to SugarCRM

Using the latest StarfishETL, you can easily upload or migrate your attachments to an On-Demand SugarCRM instance by using the new Base64 conversion functions.

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StarfishETL, Tips and Tricks

StarfishETL Connector SDK Now Available

We've created a plugin framework to allow the creation of custom Connectors for use within StarfishETL™. The SDK is available free of charge and may be used StarfishETL version 2.3+.

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