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How to export data from Salesforce and import into OROCRM?

Open woei66 opened this issue 9 years ago • 4 comments

Hi,

Is there any plan in the orocrm than we can export data from salesforce and import into orocrm? If yes, please kindly share the information. Thank you

woei66 avatar Feb 02 '16 10:02 woei66

note: I know a site which supports do this data migration online. https://www.data2crm.com/migration/crm/salesforce-to-orocrm-migration/#estimate-migration But I worry about data security.

woei66 avatar Feb 02 '16 10:02 woei66

We made migration in one of the projects, but do not have any plans to make it more generic and include into the product. As we'll see more requests we may prioritize this feature.

With data2crm you should do the test, latest I heard was related to some issues with migration.

DimaSoroka avatar Feb 02 '16 18:02 DimaSoroka

appreciate to your friendly reminder and that's also I worry about the data2crm similar services. do you have any suggestion if we need to export salesforce data and import into orocrm? thank you

woei66 avatar Feb 03 '16 02:02 woei66

If you need to process all the data from salesforce, you may need to create custmization that will take into account your data structure. If you need just some (like accounts, contacts, leads etc.) you can get it in csv format from salesforce, adjust csv files headers and columns and import it to OroCRM one by one.

DimaSoroka avatar Feb 03 '16 15:02 DimaSoroka