You can migrate data to Lime Go from virtually any source. A common source is for example an Excel-file. To preform a migration your data must be converted to a format Lime Go understands. This can be done with our open source project "move-to-go".
If you're feeling that your Ruby skills are a bit rusty Lundalogik consultants are able to help you out.
Minimum requirements of a migration in an tab separated Excel-sheet:
- Company name
- organizational number
- the city of the company
You can find a template for a suggested excel-file here.
If the minimum requirements are fulfilled, additional information can be added:
- Company contact information
- Company tags
- Unique Company information such as customer number
- Person contact information
- Person tags
- Person custom fields
- Deal information
- Deal tags
- Deal custom fields
We have templates for these datasources, enabling faster and easier imports
- CSV files
- Lime Easy
- Lime Pro
You can produce a migration file yourself if you are very technical. The source code and documentation for the migration library can be found here.
Before starting, during and after a migration please use this checklist.