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…

Continue reading
header image
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…

Continue reading
header image
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(…

Continue reading
header image

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.

Continue reading...

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.

Continue reading
header image
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.

Continue reading
header image
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+.

Continue reading
header image