CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Epicor Clientele?
Pages: [1]

Author Topic: Epicor Clientele?  (Read 3069 times)

linkx

  • I post occasionally
  • **
  • Posts: 86
  • Karma: 7
Epicor Clientele?
June 02, 2008, 11:43:19 am
My organization is using Epicor Clientele as a CRM system. There is a huge amount of records in it. Does anyone have experience exporting data from a Clientele database and importing to CiviCRM?

I would like to ditch this decade-old beast and use CiviCRM 2.1 instead. Any tips are appreciated. Thanks!

Michał Mach

  • Ask me questions
  • ****
  • Posts: 748
  • Karma: 59
    • CiviCRM site
  • CiviCRM version: latest
  • CMS version: Drupal and Joomla latest
  • MySQL version: numerous
  • PHP version: 5.3 and 5.2
Re: Epicor Clientele?
June 04, 2008, 06:11:19 am
Hey,

Just my 2 cents before anyone shares their experience - if Epicor Clientele allows data export in CSV format, it shouldn't be a problem to put it in CiviCRM (unless the data model in legacy system contains some very complicated structures of course). In general, it should just be a matter of transforming exported data to new model, using spreadsheet functionality.

Thx,
m
Found this reply helpful? Contribute NOW and help us improve CiviCRM with the Make it Happen! initiative.

My absolute favourite: Wordpress Integration!.

Donate Now!

linkx

  • I post occasionally
  • **
  • Posts: 86
  • Karma: 7
Re: Epicor Clientele?
June 04, 2008, 07:26:36 am
Thanks for your input. Epicor Clientèle stores data in a standard MS SQL 2000 database. I was thinking of using Crystal Reports to build a report that brings back all of the data, organized and mapped in a way that CiviCRM will like, and then export to a nice CSV for import into CiviCRM.

Does this sound sane? Anybody have good ways to extract data from a SQL database and ready it for CiviCRM import?

Thanks for your help!

Link

Michał Mach

  • Ask me questions
  • ****
  • Posts: 748
  • Karma: 59
    • CiviCRM site
  • CiviCRM version: latest
  • CMS version: Drupal and Joomla latest
  • MySQL version: numerous
  • PHP version: 5.3 and 5.2
Re: Epicor Clientele?
June 04, 2008, 07:34:13 am
Well, Crystal Reports sounds even better than playing with spreadsheet transformations. :-)

Just to be clear - don't have experience with exact case that you're describing, just talking about general experience.

Thx,
m
Found this reply helpful? Contribute NOW and help us improve CiviCRM with the Make it Happen! initiative.

My absolute favourite: Wordpress Integration!.

Donate Now!

geilhufe

  • I post frequently
  • ***
  • Posts: 293
  • Karma: 33
    • Social Source Software
Re: Epicor Clientele?
June 04, 2008, 10:07:06 am
The crystal reports approach is quite sane... I've used it to transfer data between systems before.

Play with the CiviCRM import... it is really powerful, but requires you to layer in relational data via importing multiple csv files sequentially. Take the time to get your csv templates just right, use the feature that saves mappings, and go through a 10 record test to make sure everything goes right.

Drupal and CiviCRM consulting, strategy and configuration
http://www.social-source.com/
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Epicor Clientele?

This forum was archived on 2017-11-26.