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Importing/Conversion data from Salesforce. Help Needed.

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Importing/Conversion data from Salesforce. Help Needed.

4/16/2008 4:46 AM EDT

We are in the middle of the process move from Salesforce to ConcourseSuite.

Is there anyone with experians in this area? Are we the first company?

Any help and advise is welcome.

Conrad Hagemans

1. 4/16/2008 9:54 AM EDT

Conrad Hagemans wrote:
We are in the middle of the process move from Salesforce to ConcourseSuite.

Is there anyone with experians in this area? Are we the first company?

Any help and advise is welcome.

Conrad Hagemans



Hi Conrad,

Actually you can integrate/migrate your data from SFDC to ConcourseSuite by using Apatar toolset. We are working together with Concursive Corporation to develop this solution (specifically a connector for it). You may contact directly Concursive Corporation (Lorraine Bittner) with this issue and we can together with Concursive do this job for you.

Regards, Sergei Lobanov, Apatar, Inc.

2. 4/16/2008 10:21 AM EDT

Conrad Hagemans wrote:
We are in the middle of the process move from Salesforce to ConcourseSuite.

Is there anyone with experians in this area? Are we the first company?

Any help and advise is welcome.

Conrad Hagemans


Hello Conrad,

We have had customers migrate from Salesforce and other CRMs without difficulty. Can you tell me a little more about your project? Where are you having issues? Are there particular data elements you want to move or import? What version of ConcourseSuite Enterprise and what platform are you using?

Claudia
Concursive

3. 4/16/2008 7:16 PM EDT

Claudia Wade wrote:
Conrad Hagemans wrote:
We are in the middle of the process move from Salesforce to ConcourseSuite.

Is there anyone with experians in this area? Are we the first company?

Any help and advise is welcome.

Conrad Hagemans


Hello Conrad,

We have had customers migrate from Salesforce and other CRMs without difficulty. Can you tell me a little more about your project? Where are you having issues? Are there particular data elements you want to move or import? What version of ConcourseSuite Enterprise and what platform are you using?

Claudia
Concursive


Well thank you for the quick reply.

I managed to do a full export of salesforce into .csv files.
I then managed to load the most important tables into MS Access so I could link the tables to each other. It is not so easy to understand the database layout of Salesforce.

I then created a query with all relevant columns. Like Contact details and acount details.
I then did an export tot .csv again.

In CouncourseSuite Enterprise localy installed running on Solaris with PostgreSQL I went to Contact->import
I then get constantly an error that there are to much columns in de header. And it showing 5 weird characters on the first line?

I looked into my .csv file with textpad and cannot see any strange characters in front of the first field on the header line???

So now I am stuck.

Regards,
Conrad

4. 4/21/2008 10:18 AM EDT

Conrad,
Please look at your export file with an editor like vi---you will probably see those strange characters there. Please make sure when you move your exported file that you transfer it in txt mode via ftp. Hope that this helps.

5. 4/23/2008 4:56 AM EDT

Claudia Wade wrote:
Conrad,
Please look at your export file with an editor like vi---you will probably see those strange characters there. Please make sure when you move your exported file that you transfer it in txt mode via ftp. Hope that this helps.


Thanks,

I downloaded the excelent tool CSVEdit from http://csved.sjfrancke.nl/index.html
This tool is very good for dealing with CSV files.

I loaded the files into this tool, saved them again. And now the import runs nice.

Still difficult to find the right mapping between fields of salesforce and concourse.

Isn't there someone who did this before?

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