DejaOffice PC CRM Migration Guide

From CompanionLink Support
Jump to: navigation, search

DejaOffice PC CRM Install and Setup Wizard

Dpcwizard1.png

First, install DejaOffice PC CRM:

  1. Click Here to find the latest DejaOffice PC CRM to download.
  2. When the download is complete, run the setup and follow the prompts to install.


After installing the DejaOffice PC CRM you be promoted with a Setup Wizard. This will help guide you through first time setup. Click Next on the first screen to get started.

CRM Style

CRMStyleWizard.png

Selecting your CRM Style. CRM style enables certain settings in DejaOffice PC CRM that should help it look close to the Database Style Selected.

  1. Click here for our full guide on what settings are enabled when selecting a CRM Style.
  • Note: If you are unsure which style to select, leave it on DejaOffice CRM Style.


Data Source Migration Settings

DPC can Migrate from the following Databases:

  • Outlook
  • Palm Desktop (4.1 or 6.2)
  • Act! (v6.0 - v22)
  • Goldmine
  • Lotus Notes
  • Time and Chaos
  • Google
  • DejaCloud

On a first time Migration, check the following settings to ensure you are fully Migrated.

Date Range:

Daterangesetting.png

The default Date Range setting for Past Calendar Records is 90 days. If this is a full migration from another database, change this to "99999" to ensure every past calendar entry is synced from the Source Database.

Note Options (Act! and Goldmine):
If your Source Database is Act! or Goldmine, you can increase the default number of Contact Notes that will migrate. Find the Notes Tab (Goldmine) or the Note\History Options Tab (Act!). Change the Maximum Number of Notes to Transfer to "999" to ensure every past Contact Note is migrated from the Source Database.

History (Act! and Goldmine):
If your Source Database is Act! or Goldmine, you can increase the default number of History that will migrate. First, find the Applications tab and ensure History the History option is checked. If so, find the Notes Tab (Goldmine) or the Note\History Options Tab (Act!). Change the Maximum Number of Histories to Transfer to "999" to ensure every past Contact History is migrated from the Source Database.

  • Note: The more histories included the longer the first sync may take.

Secondary\Additional Contacts (Act! and Goldmine):
If your Source Database is Act! or Goldmine, you can choose if Secondary Contacts (Act!) or Additional Contacts (Goldmine) will be migrated. By default both of these settings are enabled. If you want to prevent these items from syncing, find the Additional Contacts Tab (Goldmine) or the Secondary Tab (Act!). Disable the option to "Sync Additional Contacts" (Goldmine) or Disable the option to "Sync Secondary Contacts" (Act!).

Migrating from DejaCloud

Dpcwizarddcl.png

If your data is already in DejaCloud and there is no other PC Database, skip the "PC Data Source" option in the Setup Wizard, and under the Mobile Phone\Tablet option select DejaCloud. Choose Settings under DejaCloud and enter your Email and Password.

Date Range:
The default Date Range setting for Past Calendar Records is 90 days. If this is a full migration from DejaCloud, change this to "99999" to ensure every past calendar entry is synced.

History:
Find the Applications tab and ensure History the History option is checked.

Mobile Phone or Tablet Sync

If you are migrating from a current database, leave the Mobile Phone or Tablet sync option set to None for the time being. Click Next to Complete the Setup Wizard and choose "Yes" to Sync Now when Prompted. Let the initial Migration sync complete, then check your data in DejaOffice PC CRM. You should now have a full set of data from the Source.

After you have verified the database has migrated into DejaOffice PC CRM, if you no longer need a sync with the original Data Source, you can set the Sync for the "Source" back to None, in the DejaOffice PC CRM Settings > Sync Settings.