I’m sorry, but we did not have any attachments to convert over. I have no idea if there’s a way to do that with the tool or not. If not, you can probably use the SF API to do it. Of course, you would need to know how to program a little.

Sarel

I’m sorry, but we did not have any attachments to convert over. I have no idea if there’s a way to do that with the tool or not. If not, you can probably use the SF API to do it. Of course, you would need to know how to program a little.

Sarel

this is an excellent post – thanks for documenting your work. I’m doing the same type of conversion now (not that many companies have moved from Sugar to SF…). 2 questions if you don’t mind:
1. now that it’s been a few weeks, what have users commented on? formatting of notes held up ok?

2. when you imported email history and notes, did the data loader preserve the modified date of the note or did everything come over as the date you imported?

thanks in advance.

-jeremy