I passed this question on to Simon, our resident CRM expert and this was his reponse - basically - ACT it part of the "anything else" category I mentioned:
The Microsoft CRM 3.0 Data Migration Pack is available for download here. This has tools for migrating data from any data source to Microsoft CRM 3.0, and includes a number of pre-built templates for ACT, Goldmine and Siebel.
The “Entity Overview” worksheet on the “ACT to CRM Mapping” Spreadsheet shows the following mapping of ACT to CRM entities, however never having used this tool I can’t comment on how comprehensive it is.
|
Microsoft CRM Schema Name |
Microsoft CRM Entity Name |
Custom-
izable? |
Source Database |
Source Table(s) |
|
account |
Account |
Yes |
ACT! |
TBL_ADDRESS, TBL_COMPANY, TBL_PHONE, TBL_ACCESSOR |
|
annotation |
Note |
No |
ACT! |
TBL_ACCESSOR, TBL_NOTE |
|
contact |
Contact |
Yes |
ACT! |
TBL_ADDRESS, TBL_CONTACT, TBL_PHONE, TBL_ACCESSOR |
|
opportunity |
Opportunity |
Yes |
ACT! |
TBL_STAGE, TBL_OPPORTUNITY, TBL_ACCESSOR, TBL_CONTACT |
|
opportunityproduct |
OpportunityProduct |
Yes |
ACT! |
TBL_OPPORTUNITY_PRODUCT, TBL_OPPORTUNITY, TBL_ACCESSOR |
|
phonecall |
Phone Call |
Yes |
ACT! |
TBL_ACTIVITY |
|
product |
Product |
Yes |
ACT! |
TBL_PRODUCT |
|
|
|
|
|
|
|
Activities: Every person involved in a phone call needs a record in the cdf_activityparty table, except for the owner of the activity and the contact or account that the activity is regarding. |
|
activityparty |
people involved in an activity |
No |
|
|
|
|
|
|
|
|
|
Addresses: The Data Migration Framework can migrate up to two addresses for each account and contact. You can migrate more addresses for each by putting them in the cdf_customeraddress table. |
|
customeraddress |
Address |
Yes |
ACT! |
|
Regards, Simon
I hope this answers the question.
ttfn
David