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Standard Migration

It is possible to start with migrating all companies, invoices and invoice rows in the ERP system to Lime CRM. The standard migration is built for the two cases described below. If you are using it under different circumstances, you will most probably encounter problems. For example with duplicates or unwanted overwrites of data.

  1. You have an empty Lime CRM application and you want to fill it with customers from the ERP system.
  2. There are already companies in Lime CRM. They have the correct customer number according to the ERP system, and you want to overwrite their information with data from the ERP system.

Warning

Always take a backup of the Lime CRM database before performing a migration. If possible, first run it towards a test environment for the Lime CRM application. This is not as important when it is a new Lime CRM application where the customer is not live yet.

It is possible to set a cutoff date for the migration, meaning that only customers, booked invoices and invoice rows updated later than a specific date will be migrated to Lime CRM. Customers not updated later than that date, but have at least one invoice that has been updated will also be migrated.

When running the migration the responsible sales reps on customers in the ERP system are also migrated to Lime CRM. However, this is only synchronized for some ERP systems later when Lime becomes the leading system for customer data. The migration script uses the name field on the coworker card as key when mapping.

Warning

If there is a lot of data that should be migrated to Lime CRM, the migration will take some time to run. Please make sure to plan the migration well ahead of the go-live date. If a completing migration of historic data needs to be done for a customer already live with their integration, then plan so the migration will be done at a time when the normal syncing of company or order data etc. can wait for the migration to finish.

Addresses

The migration is slightly different from the integration as it will also set the postal address fields in Lime CRM, even though they will not be integrated later on. This way, you will at least get the invoicing address as a postal address in Lime CRM instead of having no postal address at all after the migration.

Invoices

The migration of invoices and invoice rows are following the same field mappings as the integration of these objects (since they are completely readonly in Lime CRM).