3.  Creating Your Goldmine Configuration File

The next step in migrating your Goldmine database into ACT! is to create a configuration file.  A configuration file will store information such as Goldmine database to migrate, ACT! database in which the Goldmine database will be brought into, migration options, and field mappings.

To get started, press the  button located on the main screen to get started.  Below is a summary of what you will need to select and fill out on the configuration screen followed by a screen capture of our example.

Goldmine Database:  Click the drop down to see a list of your Goldmine databases.  Select the database you will be migrating into ACT!.

NOTE:  You will notice two additional buttons that are located just after the drop down for the Goldmine database.  These are used in the case where you either have a database that is NOT able to be opened in Goldmine or that has been restored to a different machine than where Goldmine was originally setup, OR you have a Goldmine database stored on a SQL server.  For more information on using the SQL portion of MigrateAdmin, see Step 5 regarding SQL databases.

ACT! Database:  Press the browse button to select the ACT! database you will be migrating the Goldmine database into.

ACT! Username and Password:  You will need to enter the credentials for the ACT! database in order for MigrateAdmin to log in and migrate the data.

Import Type:  There are two ways to migrate your Goldmine data into ACT!.  For a complete description of what each type is, press the button next to the drop down.

Import E-mails as: There are also two ways to consider how you want your email message brought into ACT!.  Again, press the button next to the drop down for a complete description of both choices.

NOTE: To logon to the ACT! database and start mapping your fields, click the ACT! Destination Field column in the mapping grid.  See Section 3 - Field Mapping Information for more details.

MigrateAdmin will also attempt to login after having at least the ACT! database and username.  If it can't login, it will just simply wait until a password has been entered.  Once a password has been entered, it will inform you of any bad logins.

Once you have filled out all of the information and mapped your fields, you will click the "Save" button.  This will save the current configuration with the Goldmine database name that you have chose to migrate data from.  You can always go back and edit this configuration from the main MigrateAdmin screen by highlighting the configuration name and pressing the "Edit Config" button.

Here is an example of a blank configuration screen.

Here is the configuration screen filled out with our example information and field mapping: