Importing data from salesforce into suitecrm.

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1

I am busy with suite crm and I want to import my data from salesforce into suite crm.

Everything is salesforce is connected with eachother. So for example a contact is connected with an account, an opportunyty (when there is one) an account etc.
And an account can be connected with a contact, or an opportunity. How do i make sure that when I import data from salesforce that these connection between the modules are still there??

I already found the possibility to export data with dataloader.io where I can make different kinds of exports exactly the way I want.

Please help me :slight_smile:

Thank you. Kind regards,
Stephanie

2

I am busy with suite crm and I want to import my data from salesforce into suite crm.

Everything is salesforce is connected with eachother. So for example a contact is connected with an account, an opportunyty (when there is one) an account etc.
And an account can be connected with a contact, or an opportunity. How do i make sure that when I import data from salesforce that these connection between the modules are still there??

I already found the possibility to export data with dataloader.io where I can make different kinds of exports exactly the way I want.

Please help me :slight_smile:

Thank you. Kind regards,
Stephanie

3

I suggest you read this guide to importing into SugarCRM/SuiteCRM: Importing

You will need to export all of the data separately, each module at a time, then when you import the data you need to import the Accounts first then related data.

4

Hi

To Import Data from Salesforce to Suitecrmthe following resuouse may help :https://medium.com/@Data2CRM/salesforce-to-suitecrm-migration-terse-and-clear-automated-process-dc143544c681

if You want to learn salesforce click this: https://mindmajix.com/salesforce-training

5

If you want more Details About Sales force Click here

6

Hi,

I successfully moved from salesforce to Suitecrm by creating a php csv parser that then sends data to suitecrm over api.

https://docs.suitecrm.com/developer/api/version-8/json-api/#_module_record

1- export all your salesforce data
2- in suitecrm add 2 fields in each module called “salesforceID” and “salesforceParentID”
3- parse your salesforce account.csv export, get id, parentid, account name, all data you need
4- import account in suitecrm using api
5- parse your salesforce contactt.csv export, get id, parentid, contact name, all data you need
6- import contact in suitecrm using api , find parent account id in suitecrm by searching salesforceparentid, set the relation to parentid
7- do the same for all modules, cases, cases comments, emails, etc…

always remember to import the parent records first.

good luck

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