08-09-2011 02:56 PM
We are using SalesLogix Cloud and want to export all of our data. I see by using an admin login you can export contacts, opportunities etc. however there doesn't seem to be an easy way to export all the related notes to the opportunities. Is there a good to export data out of SalesLogix Cloud?
08-12-2011 10:17 AM
I would like to export to a CSV to import into another CRM. I called support but they don't seem to think there is a way?!I have access to the SQL database but am having trouble exporting the data without making it look messy and can't seem to find the long notes anywhere.
Surely someone else has done this.
08-12-2011 10:24 AM
There is no OOTB CSV Export of all the SalesLogix Data.
If you are knowledgeable of just what the SalesLogix schema and relationships are.. then get a SQL backup copy and load it "locally"... use SSIS to export.
If not, I suggest you contract w/someone who is.