Sage Migrator

By: Mbi Systems  09-12-2011
Keywords: Migration, Crm System

Sage Migrator - ACT! and GoldMine migration to SalesLogix, SageCRM,

Developed in conjunction with Sage, Sage Migrator is designed to provide a complete and effective solution to the challenge of migrating one CRM system to another. 

Sage Migrator provides a nearly complete migration of the source system to the target; generally, this includes:

• company and contact information

• notes, history, and activities

• attached documents

• opportunities

In addition, it is possible to customize Sage Migrator to move customized data, or to exclude data that should not be brought across. When performing a migration, record ownership can be correctly mapped from the source to the target ensuring that account security and visibility rules are maintained in the new system.

It has two components:

• The engine provides the core functionality for connecting to a data source, transforming the data, and mapping and matching to target. The engine is based on Inaport.

• A Migration Pack consists of a set of profiles that implement the complete migration process.

The Sage Migrator engine has extensive functionality for implementing migrations:

• Profile Editor guides the building of the desired data transformations and source target mappings.

• Expression Editor offers almost unlimited potential for data manipulation and correction.

• Connector Manager provides extensive links to multiple sources.

Migration Packs available:

• ACT! Version 6 to SalesLogix

• ACT! Version 7(2006) / 8(2006) / 9(2007) to SalesLogix

• GoldMine Versions 5.x and 6.x to SalesLogix

• There are some restrictions:

• ACT! groups are not currently replicated

• Recurring activites are currently ignored

• Opportunity migration, particularly from GoldMine, may be only partially successful

The profiles are designed for standard systems. If the source or target system contains customisations, the profiles will need to be modified to include the customised data.

Keywords: Crm System, Migration

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About Sage Software

Sage Software supports the needs, dreams, and challenges of small and midsized businesses by offering leading business management products and services. More than 2.8 million* North American small and midsized businesses currently rely on Sage Software applications. Sage Software is the North American business of UK-based The Sage Group plc.



Analyze sales campaigns, pipeline efficiency, revenue by lead source, and more. Track all customer interactions and add files, notes, or literature requests. Generate sales proposals automatically reflecting native customer currency. Record competitor product information as well as strengths and weaknesses. Assign ownership, establish account hierarchies, and track lead sources.



Extensive data transformation capabilites with user preview ensure that the data is presented in the format required. Export contact information to be verified by a tele-marketing operation, then update the CRM system with the results. Is the premier Customer Data Integration solution from InaPlex, with full support for Sage SalesLogix. Much more powerful matching capabilities: prevent duplicates before they come in.


Inaplex Inaport

Our products have been designed to ensure that CRM systems deliver the right information, in the right format, to the right people, and at the right time - enabling businesses to profit fully from the entire CRM investment. Sage Migrator provides a powerful, yet flexible, solution for migration across the entire range of Sage CRM Solutions. InaPlex develops data migration, data integration, and data cleansing solutions for leading CRM systems.



Extensive data transformation capabilites with user preview ensure that the data is presented in the format required. Inaport provides full support for Sage SalesLogix version 6.x and 7.x. Synchronize CRM information with corporate ERP systems.