Migrate ACT! to Dynamics CRM
We had a customer using ACT! (we forgave them for that) who wanted data migrated to Dynamics CRM. Here is a generic overview of how it was done.
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Backup the existing ACT! database into a .zip file
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Download the ACT! Reader Utility
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Use SQL Management Studio to connect to the ACT! database instance, default is "ACT7"
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Write some .NET code to import the data into SQL
Things to watch out for
- Notes in ACT! are in RTF format, you'll need to convert them to plain text before importing into Dynamics CRM
- Attachments are stored in the file system, you'll need to lookup the filename and find the correct physical location if you want to attach the file into Dynamics CRM
- Only the subject line of emails are stored in ACT!
Tools used
ACT! Reader Utility - http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/fattach_get.php?p_sid=3ROImuPj&p_li=&p_accessibility=&p_redirect=&p_file_id=16370&p_tbl=9&p_id=22989&p_created=1240323461&p_olh=0
SQL Management Studio 2005 - http://www.microsoft.com/downloads/details.aspx?FamilyId=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&displaylang=en
XrmLinq - http://www.xrmlinq.com