On Linux, how does one migrate SugarCRM?

With open standards and open-source forms, SugarCRM has become a well-developed and well-supported CRM system that can replace Salesforce.

With open standards and open-source forms, SugarCRM has become a well-developed and well-supported CRM system that can replace Salesforce.

With open standards and open-source forms, SugarCRM has become a well-developed and well-supported CRM system that can replace other dedicated CRM systems such as Salesforce.com and Act. Even so, most people are still using products other than SugarCRM. Therefore, in many cases, if you want to deploy SugarCRM, it involves migrating from other products to SugarCRM. In this article, I will discuss some ways for SugarCRM and its partners to create a migration solution.

The first thing to consider is the platform on which you plan to migrate data. Pay special attention to the impact of migration on the Linux system. The most important thing is data migration and how to process or convert data on Linux. The first thing is usually relatively simple, because you can use any number of Cross-compatible file formats or export data through network connections. The second thing requires some skills, because it involves many factors, such as the question of big and lowercase sensitivity in search. If you migrate data from a platform that is case sensitive by default (such as a system built on Oracle or Microsoft SQL Server, you need to configure the SugarCRM database to handle case sensitivity issues, or re-train users so that they do not need to be case sensitive during search.

Apatar: Making data migration easier

To export data from an existing CRM application, you can use a powerful third-party tool to import (or export) data to SugarCRM. This is Apatar, it enables SugarCRM to easily communicate with third-party databases and applications. Apatar uses data maps to describe how to map data from one application to another. One of the advantages of using Apatar in data migration is that, no matter which third-party application you use, the data ing used during the migration process is almost all created.

Just as you can think of, using data ing makes Apatar a very useful migration tool. In addition, Apatar is also an open-source software and has made some preset scripts, this allows you to get started quickly. Apatar also has its own source repository website, which provides answers to frequently asked questions and pre-developed data ing, making data export and import easier for most applications. Apatar has a binary version that can run in a 32-bit Windows operating system, but the source code of this program is written in Java, so it can also run in Linux. However, the existing packaged version is easier to run on Windows.

Some CRM products also have specialized data import and export tools. On the SugarForge website (where developers contribute tools and code to SugarCRM libraries), there is an Act Importer project used to work with Microsoft Access and Act's Exporter for Act, synchronize SugarCRM between Act Importer and QuickBooks to speed up data migration. However, please note that this tool cannot be used to merge multiple Act databases into a unified SugarCRM database, which is a very important task. Another project, QConnector, specifically for QuickBooks of Intuit, is a more advanced project (certified by SugarCRM ). Currently, QConnector can only run on MySQL (both Windows and Linux platforms are supported), but the SQL Server version (only Windows platforms are supported) is under development. It enables the Sugar server to access QuickBooks servers over HTTP or HTTPS, so these servers can connect to the QuickBooks server normally without sharing hardware or operating systems.

Remember that product vendors or third parties may provide specialized attachments or extension tools for a specific CRM product for data import or export. For example, GoldBox 7 for GoldMine 7 is a general GoldMine program provided by a third-party vendor. It also contains a data export tool that can be used on GoldMine based on Microsoft SQL, Firebird, or dBase. You can use the free beta version of the program first. If it meets your needs, you can immediately convert it to a complete full version after registration. Note that GoldBox itself cannot run on Linux; it is a helper tool for GoldMine on Windows.

Finally, if you want to migrate to SugarCRM, but want to test it in a temporary and independent way, you don't need to find a computer to do it. Sugar Appliance is an independent SugarCRM installation with every tool you want and all of them are included in a vmwarevm image, which can run on multiple platforms, not just Linux. If you have an EC2 account, you can access the version of this virtual device on the Amazon EC2 virtual host server, despite its limited functions, because the Virtual Machine in EC2 cannot save the modified data after it is disabled.