Post Conversion Information

Use this guide to check the data conversion. We recommend picking 10-15 accounts that you are familiar with.  Follow the below guidelines for more information on what was converted and where you will find it post conversion.

One of the fundamental differences between ACT! and Goldmine is ACT! is CONTACT centric and GoldMine is ACCOUNT centric.

As a result some things may look a bit different in ACT!.  We know that switching to ACT is going to bring some confusion.

Below you will see a the Goldmine Data in black BOLD and then where to look for it in ACT! in blue BOLD.

Goldmine Contacts: Contacts view in ACT!

If you selected a Contact based migration, the main contact for a Goldmine Account record is created as a contact in ACT!.  Additional contacts for an account in Goldmine are added as Secondary Contacts in ACT!.  If you selected a Company based migration, an ACT! company record is created with basic field information from the contact and that company is linked to the contact.

Goldmine Fields: Contacts view in ACT!

All fields that were mapped and/or created, are on the Contact record.

Note: Any custom fields that were converted are NOT automatically displayed on the standard layout. You must put edit your layout and add the fields to it in order to view them in ACT!.

Goldmine Notes: Contacts view in ACT!, found on the Notes tab

Notes in Goldmine are stored as one big record, or blob.  Notes in ACT! are stored as individual records.  If the note entry is formatted correctly in Goldmine, i.e. having a *** USERNAME *** Date at Time header,  We will attempt to convert it into a standard note. The date that is in the normal header will be used for the note date/time entry in ACT!.  Otherwise we will use the date of the conversion.

Goldmine History: Contacts view in ACT!, found on the History tab

Note: We have seen "orphan" entries (i.e. corruption) that have no associated account in Goldmine.

Goldmine Pending: Contacts view in ACT!, found on the Activity tab.  Also in the ACT! Task List view.

Activities that are not associated with a particular account are linked to a new contact record in ACT! with a company and contact name of Goldmine Unlinked.

Note:  MigrateAdmin creates custom activities on the fly during the conversion.   Pending Sales are converted to Sales Opportunities in ACT!.

Goldmine Opportunities:  Contacts view in ACT!, found on the Sales Opportunity tab.  Also in the ACT! Opportunities List view.

Extra information such as Competitor, Influencer, etc., will be found in the Details of the opportunity, after the notes associated with the opportunity.

Goldmine Details: Contacts View in ACT!, found on the Notes tab

Details in Goldmine consist of one-to-many tables of information.  ACT! 2010 supports one-to-many tables, however this requires additional functionality beyond the scope of MigrateAdmin.  One-to-many tables are NOT supported by the ACT! User Interface and any solution that makes use of these tables must be designed by a software solution provider.  We are investigating this for the future.

Goldmine Links: Contacts View in ACT!, found on the Documents tab

Links, or attachments, in Goldmine added to the Documents tab, if they are found on your system.  If the attachment is not found, history entry is created specifying that the document could not be found.

Goldmine Members (or Groups): Groups View in ACT!

New groups are created in ACT! and all members of that group are automatically added to the new group in ACT!.

Goldmine Summary: Contacts View in ACT!

Some information, such as last edit date, can be found on the Contacts Info tab in ACT!  Other fields in the Goldmine summary will be found on your contact layout, depending on where you added it and if you mapped that particular field.

Goldmine Tracks: Not currently available

Goldmine Referrals: Not currently available

GM + View: Not currently available