SugarCRM Data Migration

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.


Why migrate to SugarCRM?

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 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.

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.

SugarCRM manages data migration

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

Our SugarCRM developers use the most effective Extraction, Transformation, and Loading (ETL) tools to make the migration of data easy and secure. We ensure that the data from the old system is fully mapped onto a new system to maintain data integrity and security while ensuring your teams have access to the data exactly like they did in the previous system.

Our data migration process comprises of:

  • Field mapping: Ensuring that the data is linked to identical fields in the new CRM.
  • Relationship mapping: The relationships of fields with other objects are also maintained and replicated in the new system.
  • Deduplication: Data deduplication is a process that eliminates redundant copies of data and reduces storage overhead. During migration, deduplication is carried out in order to make sure the new CRM is not inundated with unnecessary data that slows it down.
  • 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.

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.

However, if you face database restrictions or even greater data complexities, you might require the services of a skilled back-end developer who can implement custom functions to facilitate your data migration processes.

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.

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?

You can ensure data security by having us handle your data migration needs. Rolustech is a Certified SugarCRM Partner and is an ISO27001 certified firm. We comply with international standards of data security and ensure data protection during migration.


Q. What are the most common issues faced when migrating data to SugarCRM?

Some of the most common SugarCRM Migration issues faced are as follows:

  • Incorrect field mapping
  • Incorrect data formats
  • Deprecated functions
  • Duplication of data


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?

When getting your migration done from SugarCRM Partners such as Rolustech, it shouldn’t be difficult at all. Just sit back and relax while our Sugar experts do the job for you.


Q. Are there tools available which I can use to import data from other databases to SugarCRM?

There are a number of tools available which can help you achieve this. These include:

  • The native import tool of SugarCRM
  • Pentaho Data Integration
  • Talend Open Studio

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 a seamless integration.

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