How to Migrate from SugarCRM TO SuiteCRM?

By December 20, 2017 September 3rd, 2018 SuiteCRM

SuiteCRM Data Migration Guide:

There are various reasons an organization would require SugarCRM migration to SuiteCRM Migration services. For one, SugarCRM doesn’t support the Community Edition any longer. Since SugarCRM annual charges are very high, for some private ventures or new businesses on a financial plan, Community Edition was the main sustainable alternative.

Regardless of the possibility that your organization has the money to bear the cost of SugarCRM, at times, particularly when you have a predetermined number of clients, it is not reasonable to pay the cost since the additional features will not be utilized. Furthermore, SuiteCRM’s vigorous base code, being a fork of SugarCRM, and the changes and upgrades it presented in the course of the most recent 2 years, will give a perfect solution with no loss of usefulness by and large.

Here is how to migrate from SugarCRM to SuiteCRM;

BACKUP YOUR CRM DATA- SuiteCRM Migration services

Before you migrate from SugarCRM to SuiteCRM, backing-up all your data is the most crucial phase. All things considered, client information is a critical piece of any business. Putting away the support information on a physical drive will allow you to re-establish your information or proceed with the migration procedure once more, helping you to dodge a direct outcome imaginable.

TRANSFER YOUR CUSTOMIZATIONS FROM SUGAR TO SuiteCRM

As specified some time recently, SuiteCRM is a fork of SugarCRM. Actually, it depends on the last Sugar Community Edition accessible to the public and in that capacity, the two applications appreciate their indistinguishable structure and engineering. Hence, most customizations can be effortlessly ported from SugarCRM to SuiteCRM Data Migration.

DOUBLE CHECK YOUR RECORDS

You should check your CRM records before beginning the migration procedure. The greater part of your information includes Leads, Accounts, and Contacts. This can save you if the invalid or obsolete information is erased. There are plugins for Sugar and SuiteCRM that would find, copy and erase the repetitive information. Repetitive and obsolete information consume additional storage space as well as forces your CRM to inadequately created invalid tests and insights.

PLAN AHEAD FOR YOUR PLUGINS

After you’ve migrated your information, sponsored it up, and relocated it to SuiteCRM, with all your customizations, it’s a great opportunity to check your crucial plugins. To keep any interruption to your day to day business, it is reasonable to prepare for your plugins. Keeping the old paid plugins from Sugar while moving to SuiteCRM is dangerous, without a doubt. SuiteCRM Migration services offer a combination of free and paid extensions and plugins that will cover practically every utilization case.

CONCLUSION

As should be obvious, there are a considerable amount of things that ought to be inclined to before beginning the relocation procedure from Sugar to SuiteCRM and each case has its tailored prerequisites. On the off chance that you are thinking about migrating from Sugar to SuiteCRM, this small article would help you. It’ll help you to support and clean your information, sync your customizations, and locate the required plugins to cover your business needs. This article will also help you to set up a SuiteCRM solution with restricted.

Get to know more about SuiteCRM Data Migration Guide…

Nasir Khan - CRM Author

Nasir Khan - CRM Author

Deployed robust sales, marketing and customer support automation systems and implemented industry best practices/processes across verticals such as BFSI, Manufacturing, Real Estate, IT, ITES, eCommerce, Education etc.,