Import CRM Data into SQL Server

Upgrade Amphis Customer CRM to use a true Client Server Database

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Import CRM Data into SQL Server

You can use Amphis Customer CRM Software with the free version of Microsoft SQL Server called SQL Server Express. SQL Server Express can support many users in true client-server fashion which gives superior performance and scalability improvements over using a Microsoft Access Database. This is because SQL Server Express runs as a dedicated Windows service on a server whereas a Microsoft Access Database is a single file which gets shared across multiple PCs in a network.

Free Upgrade to SQL Server Express

Microsoft SQL Server Express is totally free. For information on installing it, see Install SQL Server Express 2012.

Steps to Import CRM Data into SQL Server

If you create a blank database in Sql Server Management Studio called Customer. Then right-click on the customer database and select Tasks->Import Data... This displays the SQL Server Import and Export wizard. Click Next.

Select the Data Source as Microsoft Access and browse to the location of the customer.mdb file which will be C:\Users\<username>\AppData\Roaming\Amphis Customer v3.0 Select the customer.mdb file. Click Next.

Select the Destination as OLE DB Provider for SQL Server. Click Next.

Select copy data from one or more tables or views. Click Next.

Tick the top left checkbox so all the tables are selected. Click Next. Click Next.

This should Import all the CRM Data from your Access database into your SQL Server Database.

IT Support Needed

Please note that setting up and maintaining Microsoft SQL Server is an advanced topic and we would suggest consulting an IT Professional to help you with this.

Amphis Software Support are happy to provide help with setting up Amphis Customer to use SQL Server but setting up Microsoft software such as Microsoft Windows, Microsoft Exchange, Microsoft Outlook or Microsoft SQL Server is beyond the support that Amphis Software Support can provide. We support software we have developed but we don't support software developed by Microsoft.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?