We're pleased to announce that SouthwestCRM has become an official Jitterbit Partner in the UK.  Although we have worked with Jitterbit for some time now, making the relationship official proves our commitment to this exciting technology and ensures that our clients remain well supported.

Jitterbit is the glue between different business applications and databases.  It keeps your data in sync or acts as a data migration solution.  The following list is just a few of the projects SouthwestCRM has used Jitterbit on:

• Real time sync of Infor System 21 ERP data on AS400 to SugarCRM Pro system
• Quickbooks to SugarCRM Pro
• IRIS Practice Management system to SugarCRM CE
• vTiger data transfer to SugarCRM Pro
• Multiple SugarCRM instances into one central data warehouse
• Migration over 6 months from a SQL Server bespoke database to SugarCRM Pro

If your organisation has complex data integration or extraction requirements then we would like to hear from you.

Further information on jitterbit can be found here

With over 30 years’ experience, IRIS Accountancy Solutions is the UK’s leading provider of fully integrated accountancy software and services so it made sense for SouthwestCRM to link SugarCRM, a globally supported CRM solution to IRIS.

Businesses and people stored within IRIS are seamlessly transferred to SugarCRM when new or updated information is added to IRIS.  Once in SugarCRM staff members are able to use the information to build closer client relationships, upsell new services and use social networks to gain more insight into buying habits and new markets.

Some of the main advantages of using SugarCRM are:

• Newsletter management
• Email marketing
• LinkedIn customer profiling
• Communication tracking
• Capture and track new business opportunities

The key to integration is to streamline the day to day management of information.  Without the link, entering data would need to be carried out twice.  For busy staff and partners, SugarCRM offers a straightforward and easy to use system for storing, retrieving and categorising  clients, prospects and networking activities.

To say we are excited about Jitterbit is clearly an understatement.  What a great product!

In a nutshell, Jitterbit makes it possible to move data from one place to another in a snip.  Here are some examples of how we have utilised Jitterbit.

• Take SugarCRM Community Edition, add a last activity date custom field and use Jitterbit to populate it with the current date when any related record is added or updated
• Use Jitterbit to extract all invoices and bills out of QuickBooks and insert into a custom module in Sugar linked to related Accounts
• Take donations made in a Joomla site (any donation component will work) and insert into SugarCRM.
• Create one central SugarCRM data warehouse and populate it with all records from many other SugarCRM sites (e.g. Country-specific CRMs).
• Migrate CRM data from your old CRM to your new CRM.  Don't fiddle about with exporting/importing CSV files!

We love it.  Call us or click here for more info