OverviewFAQ
SugarCRM Migration Services
Data migration is the transfer of data from one CRM to another. It is common for companies to undergo a data migration process, but the process itself is easier said than done and can lead to a lot of complications.
We, at Rolustech, understand that data is the lifeblood of your CRM and crucial for its proper functioning and that losing data in today’s age can put you at a financial disadvantage. When it comes to CRMs, data migration is not simply a matter of picking things up and putting them somewhere else. It is crucial to understand the data, and its complexity and limitations with respect to the source and destination, both of which will likely have different modules, fields, and relationships and will thus, require data to be formatted accordingly. For this reason, we make sure SugarCRM migrations are made seamless with our refined processes and state of the art ETL tools.
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Our Expertise in CRM Data Migration
Data migration is more than just moving records from one system to another. It is a challenging task that demands proper planning and a carefully chalked out strategy along with a good understanding of the current system. This is essential for ensuring the data migration process is smooth, swift and secure.
Poor data mapping can lead to the eventual loss of important data and critical functionality. Additionally, it could also have unexpected effects on existing data and rules after migration. All this can become even more troublesome when you are migrating into a running instance that is being used by several users as opposed to a new one. Even when importing thousands of records, you have to be sure that every single individual record has migrated completely.
Data migration is one of the most common requests that we receive from our clients. Over the years, we have successfully and seamlessly handled multiple SugarCRM migrations from a variety of different platforms. Here’s a list of the most popular data migrations that we have done for our clients from different industry verticals.
- Excel sheets Data Migration to Sugar
- Salesforce Data Migration to SugarCRM
- SuiteCRM Data Migration to SugarCRM
- Vtiger Data Migration to SugarCRM
- Microsoft Dynamics Data Migration to SugarCRM
- Zoho Data Migration to SugarCRM
- Act! Data Migration To SugarCRM
- Insightly Data Migration to SugarCRM
Our Data Migration Process
Field mapping
We make sure that the data is linked to identical fields in the new CRM.
Relationship mapping
The relationships of fields with other objects are maintained and replicated in the new system.
Deduplication
During migration, deduplication is carried out in order to make sure the new CRM is not inundated with unnecessary data that slows it down, helping eliminate redundant copies of data.
Seamless Migration
The actual migration is done using the latest ETL tools.
Data security
Being ISO 27001 certified, we make sure our processes comply with international standards of data security.
Data integrity
Data integrity, accuracy, and consistency are priority no.1 during the migration process. Everything else follows once the data is secure.
Why migrate to SugarCRM?
SugarCRM is the fastest growing Customer Relationship Management (CRM) software in the world with over 1.5 million users spread across 120 countries. It has managed to establish its footprint in the market within a very short span of time due to its seamless integration with existing business applications and custom workflow functionality to automate unique processes. Under unprecedented pressure to deliver personalized customer service in an increasingly tech-savvy world, enterprises are now turning to SugarCRM due to its flexibility, scalability and versatility.
It is preferred by all sorts of companies, from SMBs to large enterprises across the globe, it empowers all of them to manage all aspects of their business easily, efficiently and conveniently. SugarCRM can help manage projects effectively by keeping track of sales, marketing, and customer support through a singular interface; offering small and medium-sized businesses with robust functionalities and features they would not be able to afford otherwise.
Our Top Priority Is Data Security
Network Security Level
Rolustech network security team protects your data against the most sophisticated electronic attacks. We use the best and proven practices of network security including network firewalls and DDoS preventions.
Physical Security Layer
Our datacenters are hosted on secure facilities. They include high security video monitored around the perimeter, 24/7 surveillance cameras.
Application Security Layer
We provide HTTPS-encrypted communication, role-based authorization, and validation of all requests to ensure security on the application level.
Security Audits
All systems are scanned to prevent vulnerabilities and updated so all connections to the previous version are limited, logged, and checked.
Want help in data migration? Look no further!
The factors that need to be considered during data migration may vary depending on the complexity of your source data. However, for any data set, you can avoid having to constantly go back and forth by following the standard protocol of planning, migrating and testing. If you are planning to switch to Sugar from another platform and feel that you might encounter issues during data migration, then you need not worry. You have come to the right place. Our SugarCRM certified team has complete command over the process. Whether you are migrating data from a legacy system or from any other modern CRM system, our experts leverage the capabilities of cutting edge technology to ensure that the data migration process is swift and effortless. We can guarantee you a seamless journey as your data is migrated with 100% accuracy and business continuity.
Why Rolustech?
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All point SugarCRM Services
We have proven expertise in rendering end-to-end SugarCRM services including Customization, Implementation, Integration, Maintenance, and Support.
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Centre of Excellence
We have a dedicated team of over 50+ certified professionals having comprehensive domain proficiencies.
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SugarCRM Partners
We are a consulting partner with competencies offering a broad array of services.
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Industry Expertise
Expansive expertise in driving digital transition through SugarCRM services across industries including healthcare, insurance, finance, gym, and law and many more.
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Extensive Service Portfolio
Comprehensive SugarCRM consulting services and product customization portfolio spanned across multiple SugarCRM plugins, custom field solutions, and SugarCRM Licensing.
Quality Assured
Agile and proven delivery methodology with in-built quality checks.
Q. Can I manually import data from another CRM to SugarCRM?
Yes, this is possible. The simplest way to do this is by appropriately formatting your data in a CSV file as per Sugar guidelines and using the native SugarCRM data import tool. This will allow you to import basic fields into SugarCRM. For more complex migrations, you will need to get in touch with a SugarCRM certified developer like Rolustech.
Q. How do I ensure that my data is not breached or compromised during migration?
To ensure that your data is not breached or compromised during migration, you can follow the tips such as using secure data transfer methods, encrypting your data, limiting access, using secure storage, monitoring the process, and testing the migrated data. Alternatively, you can consider entrusting your data migration needs to a reliable and reputable service provider like Rolustech. As a certified SugarCRM partner and ISO27001 certified firm, Rolustech follows international standards of data security and ensures the protection of your data during migration. By having Rolustech handle your data migration needs, you can rest assured that your data is in safe hands and that it will be migrated securely and efficiently.
Q. What are the most common issues faced when migrating data to SugarCRM?
Some of the most common issues that can arise during SugarCRM migration are:
- Incorrect field mapping can lead to data being imported into the wrong fields, causing data quality issues.
- Incorrect data formats, such as missing or corrupted data, cause data inconsistency and accuracy issues.
- Deprecated functions in the old CRM system that are no longer supported in the new version of SugarCRM, causing migration errors and data loss.
- Duplication of data, which can occur when importing data from multiple sources, leads to data quality issues and inefficiencies.
To address these issues, it is essential to perform a thorough data analysis i.e., to ensure that the data formats are consistent, deprecated functions are catered, and duplicate data is removed before the migration. Employing an experienced migration service provider such as Rolustech can help minimize these issues and ensure a smooth and successful migration.
Q. Is it possible to migrate data to SugarCRM along with the customization done to the previous CRM?
It depends on the SugarCRM Data Migration experts that you choose. Rolustech has the expertise to migrate all the data from other CRMs to Sugar while also adding the customization or integrations that were present in the previous CRM.
Q. How difficult is it to migrate from Salesforce to SugarCRM?
Migrating from Salesforce to SugarCRM can be a complex process, depending on various factors such as data complexity, database size, and customization. The migration requires careful planning and execution to ensure data accuracy and integrity. An experienced migration service provider such as Rolustech can minimize the difficulty by providing expert assistance and support throughout the migration process. With their knowledge and expertise, they can help ensure a smooth and successful migration from Salesforce to SugarCRM.
Q. Are there tools available that I can use to import data from other databases to SugarCRM?
In addition to SugarCRM’s native import tool, there are several other tools available that can help you import data from other databases to SugarCRM. Some of these tools include:
- Pentaho Data Integration – a comprehensive data integration and business analytics platform that can be used to extract, transform, and load data from various sources into SugarCRM.
- Talend Open Studio – an open-source data integration tool that provides a graphical interface for designing and deploying data integration jobs. It allows you to connect to various data sources, including databases, flat files, and cloud-based platforms, and import data into SugarCRM.
- Scribe Online – a cloud-based integration platform that provides pre-built connectors for various databases and cloud-based applications, including SugarCRM. It allows you to configure and automate data migration workflows, reducing the time and effort required to import data into SugarCRM.
By using these tools, you can automate and streamline the data migration process, ensuring that the data is imported accurately and efficiently into SugarCRM. In order to get any of these tools integrated with your Sugar, do feel free to contact us. Our SugarCRM certified developers will provide you with seamless integration.
