Migrating from your existing CRM - Easy data migration

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Migrating your data to Total Enterprise CRM is Easy

Once you decide to use Total Enterprise CRM, you'll need to consider how to get your data from the systems you're using now into it, so you can make the most use of it. Fortunately, we've taken care of this.

Powerful Import Wizard

Total Enterprise CRM has a powerful import function, able to import CSV or fixed length files and map them to CRM. The extremely powerful importer can be used to load contacts, companies, notes or other data to the CRM.

Outlook Plug-in

A fast way to bring in Company and Contact data is to install the outlook plugin, and press the "Sync" button. This will create companies (if they don't already exist) and associate the contacts with them. Before doing this, it's worth spending a little bit of time organising your outlook contacts - including clicking off the "Private" checkbox on any contacts you don't want loaded into CRM.

Accounting Link

Using the accounting link for MYOB or Quickbooks, you can import not only Companies and Contacts, but products, invoices and sales history too in order to get you off to a flying start.

CRM Migration Tools

Tall Emu is developing simple migration tools to allow data to be easily imported from other CRM providers. If you're already running CRM and thinking of upgrading to Total Enterprise CRM this could be the fastest way to get your data in.