Posts Tagged ‘migration’

WeDid: Salesforce Backup Solution

Purpose Backup important data from Salesforce. Export CSV data periodically. Applications Salesforce Versions Salesforce Tool Jitterbit Data Loader for Salesforce Information Account Cases Contacts Leads Opportunities Pricebooks Product Data Formats CSV Volumes > 1 day Complexity Simple  

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WeDid: CSV to 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…

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WeDid: Netsuite to 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  

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WeDid: Netsuite to Salesforce

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  

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WeDid: QuickBooks to Salesforce

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  

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WeDid: MYOB to Salesforce

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  

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WeDid: Maximizer CRM to Salesforce

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  

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