SugarCon 2013- Tips and Best Practices: Sugar importing basics
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SugarCon 2013- Tips and Best Practices: Sugar importing basics

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    SugarCon 2013- Tips and Best Practices: Sugar importing basics SugarCon 2013- Tips and Best Practices: Sugar importing basics Presentation Transcript

    • Sugar Importing Basics April 2013
    • Every CustomerEvery UserEvery Time
    • Every Customer – Proper data import at theonset of a CRM deployment helps insure youget the right data into the system, to providegreater customer insight and provide optimalservice and support.
    • Presentation Topics• Importing Features• Modules with Import Function• Importing Best Practices• Sugar Import Process• Advanced Data Loads 4
    • Importing Features• Import into standard modules or into custom modules created in Module Builder• Create new records and update existing records simultaneously• Add data field values during the import process• Check for duplicates• Specify Sugar import file settings during the import process• Ability to import 20,000 records at one time (value configurable in Admin settings) 5
    • Modules with Import Function Targets Import from Excel Contacts Leads, Opportunities, Bug Import from other CRM systems, Tracker, Cases, Notes, Contact Managers, Tasks, Calls, Meetings Microsoft Outlook, Import from other CRM systems, Excel Excel Products, Product Types, Product Categories, Accounts Manufacturers Import from other Available in the Administration CRM systems, Home page Contact Managers, Excel Import from other CRM systems, Excel
    • Importing Best Practices• Prepare the data for import• Prep Sugar to accept your data• Test the import• Match the Date format• Import Accounts first 7
    • Best Practice: Prepare the Data for Import• Cleanse the data first! – Check for spelling errors – Check for duplicate information – Correct formatting (e.g., lower case vs. upper case) – Add missing information – Add record IDs for updating records 8
    • Best Practice: Prep Sugar to accept your Data • Add all necessary legacy system fields not available out-of-the box with Sugar (using Sugar Studio) • Don’t worry about layout at this stage – you can finalize the layout after the final import 9
    • Best Practice: Match the Date Format• When importing date fields, verify that the import file and Sugar’s user setting for the date format match Example: If you import a UK date format (dd/mm/yyyy) and your user settings are still set to the default US format (mm/dd/yyyy), some of your data will error If this happens, remove the data import (Undo Last Import) and import the data again with the correct date format selected. 10
    • Best Practice: Import Accounts First• Manipulate contact data to create an account spreadsheet to import – Save As Account_Import, sort by company name – Delete duplicates – Add new columns for account fields as needed• Import new account data into the Accounts module, then import the contact data into the Contacts module with the account name or account record id 11
    • Best Practice: Test the Import• Import 1,000 records at a time• Create a smaller version of your data file exclusively for test purposes• Start with about 5 records – Why wait for 1,000 records to import when you can gain assurance of the process using only 5 records? 12
    • Sugar Import Process: Five StepsImport per module – Actions section 1. Upload Import File 2. Confirm Import File Properties 3. Confirm Field Mapping 4. Check for Possible Duplicates 5. View Import Results 13
    • Advanced Data Loads• SugarCRM Partners provide a variety of data migration services for many different CRM systems including SalesForce and ACT! – Data Migration Guidance – Pre-Data Migration Preparation – SFDC Data Migration – SQLData Conversion to MySQL – Standard Data Migration• Contact your sales rep for a partner referral or use the partner page on SugarCRM website: http://www.sugarcrm.com/partners 14
    • Sugar Importing Basics Questions?Thank you for attending this session 15