Thursday, January 24, 2008

Migrating data from Salesforce.com to Microsoft CRM 4.0 using the Data Migration Manager

I just finished migrating data from Salesforce.com to Microsoft CRM 4.0 using the new Data Migration Manager (DMM) that works with CRM 4.0.

Overall, I was impressed with the DMM. It took some time to learn how it handled certain attributes (e.g., picklists, lookups, statuses, and users).

Pros:
  • It's free.
  • Does more than the Data Import Wizard available from within CRM.
  • Can create custom entities and attributes for you, automatically!
  • Can process multiple files at one time.
  • Can establish relationships between records in different entities (e.g., set the parent account for a contact).
  • Did I mention it's free?

Cons:
  • Takes some time to learn how to use it correctly. If you haven't used it before, budget some time for this learning process (at least 2-4 hours).
  • Works only with Text/CSV file formats.
  • Can't handle files larger than 32 MB.
  • Slow migrating from larger files (~10,000 records).
  • More difficult to do more complex tasks such as transform data (e.g., use formulas). Rather than an easy-to-use interface such as one that Scribe Insight provides, you usually need to modify an XML file (uggh!).
  • Even though there was a map for the Salesforce.com data, it did not handle everything. I ended up creating my own maps so I could become familiar with the data and have more control over the process.

Conclusion:
While I still recommend Scribe for more complex data migrations (and it's always more complex than you think), I believe the Data Migration Manager is a valid solution for many projects. Be sure to investigate the DMM as an option for your next data migration project.