Understanding the Migration Challenge

Core Migration Obstacles You'll Face

• Data Quality Issues: Inconsistent picklist values, duplicate records, and incorrect data types.
• Export Limitations: Unreliable CSV export functionality often produces incomplete or corrupted data files.
• Content Complexity: Encrypted notes, HTML-formatted emails, and rich text content require specialized processing.
• Structural Misalignment: GoldMine's contact-centric model differs fundamentally from Zoho CRM's account-centric approach.
• Volume Management: Decades of historical records may include irrelevant data.

Proven Migration Solution Architecture

Phase 1: Pre-Migration Data Assessment & Cleanup

Database-Level Data Audit

Analyze your GoldMine database for data quality issues using SQL tools for accurate assessment.

-- Identify inactive contacts
SELECT COUNT(*) as InactiveContacts,
       MIN(LastDate) as OldestActivity,
       MAX(LastDate) as NewestActivity
FROM Contact1 
WHERE LastDate < DATEADD(year, -3, GETDATE())
  AND Company IS NOT NULL

Phase 2: Advanced Data Extraction Solutions

Custom SQL Export Scripts

-- Account Extraction Script
SELECT DISTINCT
    RTRIM(LTRIM(Company)) as AccountName,
    CASE 
        WHEN State IN ('CA', 'California', 'ca') THEN 'California'
        WHEN State IN ('NY', 'New York', 'ny') THEN 'New York'
        ELSE RTRIM(LTRIM(State))
    END as BillingState,
    RTRIM(LTRIM(Address1)) as BillingStreet,
    RTRIM(LTRIM(City)) as BillingCity,
    RTRIM(LTRIM(Zip)) as BillingCode,
    Phone1 as Phone,
    LOWER(RTRIM(LTRIM(Email))) as Email
FROM Contact1 
WHERE Company IS NOT NULL 
  AND Company != ''
  AND LEN(Company) > 2
GROUP BY Company, State, Address1, City, Zip, Phone1, Email

Phase 3: Data Transformation & Standardization

Picklist Value Mapping

Create mapping tables to standardize picklist values from GoldMine to Zoho options.

Phase 4: Structural Data Mapping

Account-Contact Relationship Restructuring

-- Create account hierarchy mapping
WITH CompanyHierarchy AS (
    SELECT DISTINCT
        Company as AccountName,
        COUNT(*) as ContactCount,
        MAX(LastDate) as LastActivity
    FROM Contact1
    WHERE Company IS NOT NULL
    GROUP BY Company
)
SELECT * FROM CompanyHierarchy
ORDER BY ContactCount DESC, LastActivity DESC

Phase 5: Zoho CRM Import Optimization

Staged Import Methodology

Import data in logical sequences: Accounts, Contacts, Opportunities, then Activities.