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:
In the Calendar Tab, set the Date Range to "99999" to ensure every past calendar entry is synced from the Source Database.

Note Options (Act! and GoldMine):
In 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):
In the Applications tab and ensure 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.
  • Note: Do not enable the History option in Notes, this is handled under the Applications tab by the History option.

Secondary\Additional Contacts (Act! and GoldMine):
If you want to prevent Secondary Contacts (Act!) or Additional Contacts (GoldMine) 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!).

Custom Fields (Act! and GoldMine):
If your Source Database is Act! or GoldMine, and you have Custom Fields in your Database, DejaOffice PC CRM allows for 20 custom mappable fields. Please note the standard fields (Name, Address, Phone numbers, will be pre-mapped). To check for Custom Field mapping, find the Field Mapping Tab and select it. Give it a moment to load and select the top drop down and change this to "Custom Fields 1-10" or "Custom Fields 11-20". All 20 of these fields can be set to your own user fields in Act! or GoldMine. The Custom Field Labels will appear in DPC after the sync as well. For Act! Custom Field 1-9 default the Act! User fields Tab for User 1-9.

Category Field (Act!):
DejaOffice PC CRM uses Categories in place of ID\Status in Act!. By default ID\Status syncs to the DPC Categories. If you want to change this, select the Category Field tab and change the drop down. If you use "Groups" to filter records in Act! you can set this "Group Name". We don't recommend setting this to any fields other than "ID/Status" or "Group Name".

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:
In the Calendar Tab set the Date Range to "99999" to ensure every past calendar entry is synced.

History:
In the Applications tab and ensure 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.