CRM migrations require good data preparation to ensure success. It is crucial that the data to import is in the proper format for the migration to be completed in a timely manner. Poor formatting could lead to failed imports, conflicting data and additional efforts correcting data. This is the responsibility of the customer and can take hours of work. SharpSpring's CRM Migration Tool relies on a step-by-step process for importing each of the five possible areas. This allows you to add data in and ensure that all of the data relationships are correctly maintained. This article will detail how to use the CRM Migration Tool. |
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | |||||
Marketing Managers | |||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Article Contents
Preparing to Migrate
The CRM Migration Tool has strict data integrity standards that may prevent incomplete data from being imported. Make sure to upload all available leads, contacts, accounts, opportunities, and the like.
To set up the process for a CRM migration, do the following:
Before uploading files to the Migration Tool, ensure the .CSV files have proper relationship mappings. |
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Note: Click Skip Section to skip any optional sections that do not apply to your CRM migration.
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Note: Click Reset Section to clear mappings and upload a new .CSV file to a section.
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If an opportunity or other type of record is mapped to a lead or contact that does not exist in SharpSpring, the record will not be imported.
Migration Process: Introduction
To fulfill the requirements for the Introduction section, do the following:
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Migration Process: Accounts
To fulfill the requirements for the Accounts section, do the following:
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Note: You can also click the Make Custom Field box to import the column as a custom field.
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Migration Process: Contacts
To fulfill the requirements for the Contacts section, do the following:
Accounts referenced in the Contacts .CSV file must already exist in SharpSpring or in the Accounts .CSV file. |
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Note: You can also click the Make Custom Field box to import the column as a custom field.
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Note: When syncing with Salesforce, only map the fields to store for each contact. Do not map every custom field within your .CSV file.
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Migration Process: Opportunities
To fulfill the requirements for the Opportunities section, do the following:
Special ConsiderationsWhen importing, be aware of the following:
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Note: Required fields must have a value and cannot be blank.
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Note: The Close Date field is a DateTime field that contains both the date and time in the following formats:
• Date Format: 01/13/2018 • Time Format: 12:30:00 PM |
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Note: The Closed and Won field values can be either
1 (True) or 0 (False). |
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Note: Do not include the following:
• Commas (,) in dollar value fields • Monetary symbols ($) for opportunity amounts • Percentage characters (%) Including these will will cause an error on import. |
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Note: Click the Make Custom Field box to import the column as a custom field.
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Migration Process: Campaigns
Following opportunity importing, campaigns can also be introduced into SharpSpring and successfully attached to the Contacts or Opportunities to which they relate. However, this process is more complex and will require three separate .CSV files. The three .CSV files are Campaigns, Campaigns and Contacts, and Campaigns and Opportunities.
To begin fulfilling the requirements for the Campaigns section, do the following:
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Migration Process: Campaigns and Contacts
Once the Campaigns file has been chosen, do the following:
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Important: While a Campaign CRM ID and a Contact CRM ID can be the same across two separate columns of a .CSV file, the migration will not work if the same CRM ID is repeated in a single .CSV column.
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Migration Process: Campaigns and Opportunities
Once the Campaigns and Campaigns and Contacts files have been chosen, do the following:
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Migration Process: Notes
The final step of the migration process is optional. If you do not want to add notes, click Skip and Import. To begin fulfilling requirements for the Notes section, do the following:
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Note: The Create Date field has the following formats:
• Date Format: 01/01/2018 • Time Format: 12:30:00 PM |
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Note: Two notes for the same opportunity or account cannot have the same date and time. This will cause a conflict and will only import the last note. |
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Migration Process: Notes and Opportunities
Once the Accounts Notes file has been chosen, do the following:
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Note: The Create Date field has the following formats:
• Date Format: 01/01/2018 • Time Format: 12:30:00 PM |
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Migration Process: Notes and Contacts
Once the Accounts Notes and Opportunities Notes files have been chosen, do the following:
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Note: The Create Date field has the following formats:
• Date Format: 01/01/2018 • Time Format: 12:30:00 PM |