CRM
Which one is good to use and why? If you have to migrate the SugarCRM into SuiteCRM, what steps you should follow to migrate your data without losing any data?
1
Answers
Technology, Marketing, Communication & Influence
The first thing you're going to want to do is to make an export file from the destination CRM, in your case it's SuiteCRM, and pull it into Excel. What I mean is when you export from the new CRM you will have a comma delimited or Excel file with all of the fields required as column heads on a spreadsheet
Answered over 6 years ago