Migrate your Documents to Sage CRM using GUMU

In our last blog we read about Migrating Notes to Sage CRM today lets see how documents are migrated to Sage CRM during the GUMU Migration process.

GUMU migrates documents from Sage ACT!, Goldmine, Maximizer, Salesforce.com, Custom DB’s as Library in Sage CRM for the corresponding company or person. You have to physically copy the documents from its source destination to the library path on the Sage CRM server.

After migration of Source data to target Sage CRM, you will see only the document name under theDocument tab of Person / Company entity. In order to view the attached documents, you need to copy all the attachments from the Source directories server to Sage CRM library folder.

Follow the procedure given below to view attached documents.

1)      Copy all the contents of the Source Attachment folder
2)      Paste the content of this folder in the CRM library Folder
3)      To get the CRM library folder path logon to your CRM

Below is the Physical root directory for mail merged documents:  which will be your Default library path for CRM.  

Administration ->E-mail and Documents ->Documents & Reports Configuration

 This process is very important since data migration happens only on database level from Source to Target and not on data directories. Now go to the Documents tab of Person or Company and click onView attachment option. Here you will be able to view the source documents in SageCRM.