How to export data from GoldMine
Do you want to export or transfer data from GoldMine into another system? Perhaps you have another department who do not have GoldMine but need the data. Ask yourself, will the other system need all the data from your GoldMine, system or can your GoldMine system be accessed for historical data? When exporting from Goldmine, consider where is the data coming from, how clean is it, and do you need all of it? There could be a cost saving there, and as time moves on, the historical data has less value. Migrating data is often the biggest budget eater, in both time and money. So asking for help could save both time and money. Start early, getting this ready, start implementing rules in your existing system that can help with the cleaning or qualification of data that will be needed. At some point you will need to sign off the data to be imported into the new system, so you will want it as clean as possible, whilst also considering the time and budget of the project. Remember the old adage, ‘Rubbish in Rubbish out’. When the new system is up and running you need to have rules and checks to make sure that data is good, complete and up to date.
Migrating Data from GoldMine can be daunting, so just remember we at Wizard Systems can help. By far the best approach is to access the data from the backend SQL database. This will allow you to produce a CSV file in a format that is required. Consider creating SQL Views which will help you export the data on multiple occasions. You may need to retrieve the data for testing purposes and then again for a complete live export. You could also create functions which could tidy the data as the view is being created, to make your export look consistent. A good example of this is phone numbers where you have 0035 ######### or 0 (35) ####### or even +35 ######
Think about what information you need and in which table it exists. An example of this would be the primary contact information in Goldmine. It's in a table called contact one so the query would be something like select Company, Contact, Phone1, city from contact. There are many other tables in GoldMine which store the information like contact custom fields, email address, pending activities, history, linked documents, emails, notes and other. Our advice is to make a plan of what data you need, where it is in GoldMine, and how it should look once exported.
Also think about how and where this information is stored. Remember GDPR? If you are transporting the data, it should be encrypted. If you are passing the data to a 3rd party, you should encrypt it and there should be a reference to this in your privacy policy.
Contact Wizard Systems today about help in exporting data from GoldMine.
Want to do a basic export yourself (just the top half of a contact record)? Here are some basic instructions:
Migrating Data from GoldMine can be daunting, so just remember we at Wizard Systems can help. By far the best approach is to access the data from the backend SQL database. This will allow you to produce a CSV file in a format that is required. Consider creating SQL Views which will help you export the data on multiple occasions. You may need to retrieve the data for testing purposes and then again for a complete live export. You could also create functions which could tidy the data as the view is being created, to make your export look consistent. A good example of this is phone numbers where you have 0035 ######### or 0 (35) ####### or even +35 ######
Think about what information you need and in which table it exists. An example of this would be the primary contact information in Goldmine. It's in a table called contact one so the query would be something like select Company, Contact, Phone1, city from contact. There are many other tables in GoldMine which store the information like contact custom fields, email address, pending activities, history, linked documents, emails, notes and other. Our advice is to make a plan of what data you need, where it is in GoldMine, and how it should look once exported.
Also think about how and where this information is stored. Remember GDPR? If you are transporting the data, it should be encrypted. If you are passing the data to a 3rd party, you should encrypt it and there should be a reference to this in your privacy policy.
Contact Wizard Systems today about help in exporting data from GoldMine.
Want to do a basic export yourself (just the top half of a contact record)? Here are some basic instructions:
- In GoldMine, click Tools and choose “Import/Export Wizard” and then choose “Export Contact Records.”
- Select Export to a new file.
- Select ASCII File and click Next.
- Select All Contact Records.
- Click Add Field for every field you want to export in the “Goldmine Fields” list.
- Click Next.
- Enter a filename and select “Export Goldmine field names that has mappings as first record.”
- Select whether you’d like to save these export settings for future use and click Next.
- Click Finish.
- After the export finishes, locate the exported file and change the file extension from .txt to .csv.
