Tag Archives: migration

Wedid: CSV to Salesforce

wedid_csv_salesforce

Purpose Customer was migrating data from several legacy systems.
Data was exported to flat files.
The task was to migrate data from these CSV file formats to Salesforce
Applications Salesforce
Versions Salesforce
Tool Jitterbit Data Loader for Salesforce
Information Account
Contact
Product
Pricebooks (2)
Data Formats CSV and XML
Volumes 5000
Error Handling Write failed data to file for correction then resubmission.
Complexity Moderate
Product data set was complex and required customisations to Salesforce
accommodate customer’s Product requirements.

 

Wedid: Netsuite to CSV

ns-csv

Purpose Migrate data from Netsuite to CSV file format
Applications Netsuite
Versions Netsuite
Tool XML and CSV Export
Information Customer
Contact
Services
Case
Opportunities
Items
Leads
Prospects
General Ledger
Data Formats XML and CSV
Volumes < 1,000,000 records
Error Handling Nil, data was exported to required format only
Complexity Simple

 

Wedid: Netsuite to Salesforce

ns-sf-migrate

Purpose Migrate data from Netsuite to Salesforce
Applications Netsuite
Salesforce
Versions Hosted Version
Tool XML and CSV Export
Information Customer
Contact
Product
Lead
Case
Notes
Opportunity
Invoice
Asset
Data Formats XML and CSV
Volumes < 1,000,000 records
Error Handling Write failed data to external file for further cleansing, fix and reload.
Complexity Complex

 

Wedid: QuickBooks to Salesforce

qb2sf

Purpose Migrate data from Quickbooks to Salesforce
Applications Quickbooks
Salesforce
Versions QuickBooks Premier 2009/2010
Salesforce Spring’10
Tool XML and CSV export
Information Customer
Invoice/Sales Order
Inventory Item
Data Formats XML and CSV
Volumes < 4,000 records
Error Handling Write failed data to external file for further cleansing, fix and reload.
Complexity Simple

 

Wedid: MYOB to Salesforce

myob2sf

Purpose Migrate data from MYOB to Salesforce
Applications MYOB
Salesforce
Versions AccountRight Premier v19
Salesforce Spring’10
Tool CSV Export and Database
Information Customer Card
Invoice
Item
Data Formats Database and CSV
Volumes < 5,000 records
Error handling Write failed data to external file for further cleansing, fix and reload.
Complexity Simple

 

Wedid: Maximizer CRM to Salesforce

max2sf

Purpose Migrate data from Maximizer CRM to Salesforce CRM
Applications Maximizer CRM
Salesforce.com CRM
Versions Maximizer
Salesforce – Winter 09
Tool XML and CSV Export
Information Account
Contact
Lead
Case
Notes
Data Formats XML and CSV
Volumes ~15,000 records
Schedule Real-time/Hourly/Daily
Error Handling Write bad data into an external XML file
Complexity Complex