CONTACT FILE CRM MIGRATOR 

 

MIGRATING GoldMine data to another system can be a time-consuming implementation.  Before doing it, consider that the GoldMine system - when combined with the extended power and flexibility in its companion product GoldBox - is one of the finest tandems available for business data management.  It may be the BEST solution in the world today. 

 

Time-tested Fact: Some companies leave GoldMine for this reason: They are unaware that features in another CRM system are already available when GoldBox is combined with GoldMine. 

 

If, however, you have decided to switch products, CRM Migrator in GoldBox is an essential part of that process.  This feature prepares GoldMine's Contact-related data into a comprehensive set of 11 linked tables, as a precursor to Importing into your new CRM system.  It's one of the EASIEST operations to run in GoldBox.  Find it at Setup / Export / Create a New Setup / GoldMine Composite Record Export. 

 

If you are set on leaving GoldMine and will purchase the GoldBox BASIC Edition ($295, for GoldMine 5.0 to 6.7) or GoldBox-7 ($395), suggest you first use some of the other features in GoldBox before migrating your data.  This ensures your data is as clean and correct as possible, prior to the transition. 

 

MERGE-PURGE: It's the best for GoldMine, and perhaps the finest de-dupe operation in CRM. 

 

FILLED FIELD COUNT Report: Perfect for CONTACT2 (user-defined fields table), to delete unused fields before migration.   If your GoldMine is hosted in dBase, use GXBrowser and open CONTACT2.  If hosted in MSSQL, do a Query of the CONTACT2 table and click the Result button.  The operation is at GXBrowser, in the dropdown listing of other features. 

 

UNIQUE FIELD VALUE Report: Ideal as a guide for standardizing all entries in targeted fields, for consistency in Groups, Filters, Queries and Reports. 

 

MIGRATED DATA VIEWER: A special interactive Viewer of the exported data is available at the {File} menu in GoldBox.  You can also launch the Viewer from GoldMine's TASKBAR or MENU.  

 

The set of 11 created tables: 

 

can be used as Source data to import into another CRM system, or even to re-import into GoldMine itself. 

 

can be re-exported to a different format, such as CSV / ASCII. 

 

can be used to 'prime' Report design with another program. 

 

 

Importing CRM Migrator data into the new CRM system is up to you. 

CRM Migrator is designed to 'dump' your GoldMine data into logically designed tables that are easy to navigate and analyze.  As GoldBox progresses into flavors for other CRM systems, Import / Update templates into your new CRM system may become available.