Following on from part two in this series, this post talks about how to bring over any email attachments from a source CRM instance in to the destination CRM instance. Email messages are it’s own entity, and these will need to be migrated first. However, this will not bring over any of the email attachments … Continue reading Getting Started With Kingswaysoft – Part Three

Now we will continue on from Part One of this series. Once you’ve indicated on the destination CRM environment that the error handling should go to an error output, you need to set where those errors will go. From the menu on the left, scroll down to the section for Other Destinations. Click on the … Continue reading Getting Started With Kingswaysoft – Part Two

Most people who have used CRM for a while either as a consultant or System Administrator will be familiar with data imports. You’ve got the ability to import CSV files and create new records in your database. This is simple and easy to use, and perfect for small quantities of data. What if you have … Continue reading Getting Started With Kingsway Soft – Part One