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jtb1987jtb1987 

Need help with data migration

This is our situation:

 

 

We need to move data from a companies existing database, into salesforce.com.

 

The existing data we have is account, contact, opportunities, and leads data and we have a "saleslogix" identification number with every record.

 

We want to to use the excel connector and vlookups to import the account information into salesforce. We want to relate the contact information to the parent account information (is this where we need the vlookup function?). We also want to relate the opportunities information to the aparent account information.

 

Finally we want to import the leads information. The company has "account leads" and "contact leads". They want the contact information related to the account information on the Lead object.

 

Would anybody mind give me a brief, starting guide as to how I can accomplish these tasks? Thank you so much for any help.

 

 

Oleksandra Oleksandra 7Oleksandra Oleksandra 7
You can import data from Excel or CSV automatically using Trujay.
Here are the steps:
1 Go to Wizard  (http://app.data2crm.com )and register your account or Login via Social media/Google/Salesforce
2 Specify Excel/CSV as the source and upload required data modules. Push Continue
   Choose Salesforce from the drop-down list and login if didn't yet.
3 Set up the connections between records and map the users. Run free sample import.
4 Check out the results. If everything is OK, proceed with full migration.

In case you want to migrate from another database, get in touch with the experts (https://app.hubspot.com/meetings/am-data2crm).