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Hi there, I’ve just started looking at a few alternatives for my current CRM solution and you guys might just have convinced after having played around with the demoes for some time. Do you have any tips with respect to migrating my data from ZOHO into your system. I’m fairly technical, but before I start hacking away, I’d like to know if there’s anybody out there that might have done this already before. thanks from cold and snowy Holland (for a change). |
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Hi Alef, When migrating data from other systems getting the master data fields in is not a problem if you can export the data in CSV (comma separate value) or vCard format. The challenge with all systems is migrating any activities. Sometimes a “quick fix” is to place additional notes etc into the background field. Solve supports adding category tags on import. If you have any type of contact lists it would be quite useful to preserve them as category tags. Just create a field in your CSV file called “Categories” and the value would be a list of tags separated by “;“ e.g. “tag1;tag2;tag3;...“. |
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You might want to dig into Solve’s API http://norada.com/norada/crm/external_api_introduction I don’t know how ZoHo works but that might be helpful. |
Yeah, I already figured the activities would be the challenge :-). Oh well, I’ll have to open up my IDE again for old times’ sake and program something to migrate all the tasks from ZOHO to Solve360. I’ll keep you up to date. If there’s anything useful that others might be able to reuse, I’ll definitely let you know. a |
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Yeah, I guess I’ll have to dig into this and use the ZOHO and Solve360 APIs to get this done. |
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