move-to-go 5.0.0

data/sources/lime-easy/converter.rb

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+# encoding: UTF-8
+require 'move-to-go'
+
+# Customize this file to suit your input files.
+#
+# Documentation move-to-go can be found at
+# http://rubygems.org/gems/move-to-go
+#
+# move-to-go contains all objects in LIME Go such as organization,
+# people, deals, etc. What properties each object has is described in
+# the documentation.
+
+# *** TODO:
+#
+# You must customize this template so it works with your LIME Easy
+# database. Modify each to_* method and set properties on the LIME Go
+# objects.
+#
+# Follow these steps:
+#
+# 1) Export all data from KONTAKT.mdb to a folder named Export located
+# in the folder created by move-to-go new. Export data using the
+# magical tool called PowerSellMigrationExport.exe that can be found
+# in K:\Lundalogik\LIME Easy\Tillbehör\Migrationsexport.
+#
+# 2) Modify this file (the to_* methods) according to your customer's
+# KONTAKT.mdb and wishes.
+#
+# 3) Run move-to-go run
+#
+# 4) Upload go.zip to LIME Go. First test your import on staging and
+# when your customer has approved the import, run it on production.
+#
+# You will get a WARNING from 'move-to-go run' about FILES_FOLDER has
+# not been set. You can ignore the warning since documents are
+# exported with an absolute path from LIME Easy.
+
+############################################################################
+## Constants
+# Edit these constants to fit your needs
+
+# determines if documents should be imported.
+# IMPORT_DOCUMENTS = true
+
+# set the name of the company-resposible field.
+# ORGANIZATION_RESPONSIBLE_FIELD = "Responsible"
+
+# set the name of the deal-responsible field.
+# DEAL_RESPONSIBLE_FIELD = "Responsible"
+
+# If you are importing files then you must set the FILES_FOLDER
+# constant. FILES_FOLDER should point to the folder where the files
+# are stored. FILES_FOLDER can be relative to the project directory
+# or absolute. Note that you need to escape \ with a \ so in order to
+# write \ use \\.
+FILES_FOLDER = "./files"
+
+# If you are importing files with an absolute path (eg
+# m:\documents\readme.doc) then you probably wont have files at that
+# location on the computer where "move-to-go run" is executed. Set
+# FILES_FOLDER_AT_CUSTOMER to the folder where documents are stored at
+# the customers site. Ie, in this example m:\documents.
+# Note that you need to escape \ with a \ so in order to write \ use
+# \\.
+FILES_FOLDER_AT_CUSTOMER = "m:\\documents\\"
+
+class Converter
+    # Reads a row from the Easy exported Company.txt
+    # and ads custom fields to the move-to-go organization.
+        # NOTE!!! You should customize this method to include
+    # and transform the fields you want to import to LIME Go.
+    # The method includes examples of different types of
+    # fields and how you should handle them.
+    # Sometimes it's enough to uncomment some code and
+    # change the row name but in most cases you need to
+    # do some thinking of your own.
+
+    def configure(rootmodel)
+        #####################################################################
+        ## LIME Go custom fields.
+        # This is how you add a custom field in LIME Go.
+        # Custom fields can be added to organization, deal and person.
+        # Valid types are :String and :Link. If no type is specified
+        # :String is used as default.
+
+        #rootmodel.settings.with_organization do |organization|
+            #organization.set_custom_field( { :integration_id => 'building_size', :title => 'Building Size', :type => :String } )
+        #end
+
+        # rootmodel.settings.with_person  do |person|
+        #     person.set_custom_field( { :integration_id => 'shoe_size', :title => 'Shoe size', :type => :String} )
+        # end
+
+        # rootmodel.settings.with_deal do |deal|
+            # assessment is default DealState::NoEndState
+        #     deal.add_status( {:label => '1. Kvalificering' })
+        #     deal.add_status( {:label => '2. Deal closed', :assessment => MoveToGo::DealState::PositiveEndState })
+        #     deal.add_status( {:label => '4. Deal lost', :assessment => MoveToGo::DealState::NegativeEndState })
+        # end
+    end
+
+
+    def to_organization(organization, row)
+        # Here are some standard fields that are present
+        # on a LIME Go organization and are usually represented
+        # as superfields in Easy.
+
+        # organization.email = row['e-mail']
+        # organization.organization_number = row['orgnr']
+        # organization.web_site = row['website']
+
+        ####################################################################
+        ## Bisnode ID fields
+
+        # NOTE!!! If a bisnode-id is present you dont need to set
+        # fields like address or website since they are reterived from
+        # PAR.
+
+        # bisnode_id = row['Bisnode-id']
+
+        # if bisnode_id && !bisnode_id.empty?
+        #     organization.with_source do |source|
+        #         source.par_se(bisnode_id)
+        #     end
+        # end
+
+        # If a company is missing a bisnode ID then you should do this
+        # in order to capture any possible data that is written manually
+        # on that company card.
+
+        # if bisnode_id && bisnode_id.empty?
+        #     organization.web_site = row['website']
+        # end
+
+        ####################################################################
+        # Address fields.
+        # Addresses consists of several parts in LIME Go. Lots of other
+        # systems have the address all in one line, to be able to
+        # match when importing it is way better to split the addresses
+
+        # organization.with_postal_address do |address|
+        #     address.street = row['street']
+        #     address.zip_code = row['zip']
+        #     address.city = row['city']
+        #     address.location = row['location']
+        # end
+
+        # Same as visting address
+
+        # organization.with_visit_address do |addr|
+        #     addr.street = row['visit street']
+        #     addr.zip_code = row['visit zip']
+        #     addr.city = row['visit city']
+        # end
+
+        #####################################################################
+        ## Tags.
+        # Set tags for the organization. All organizations will get
+        # the tag "import" automagically
+
+        # organization.set_tag("Guldkund")
+
+        #####################################################################
+        ## Option fields.
+        # Option fields are normally translated into tags
+        # The option field customer category for instance,
+        # has the options "A-customer", "B-customer", and "C-customer"
+
+        # organization.set_tag(row['customer category'])
+
+        #####################################################################
+        ## LIME Go Relation.
+        # let's say that there is a option field in Easy called 'Customer relation'
+        # with the options '1.Customer', '2.Prospect' '3.Partner' and '4.Lost customer'
+
+        # if row['Customer relation'] == '1.Customer'
+        # We have made a deal with this organization.
+        #     organization.relation = MoveToGo::Relation::IsACustomer
+        # elsif row['Customer relation'] == '3.Partner'
+        # We have made a deal with this organization.
+        #     organization.relation = MoveToGo::Relation::IsACustomer
+        # elsif row['Customer relation'] == '2.Prospect'
+        # Something is happening with this organization, we might have
+        # booked a meeting with them or created a deal, etc.
+        #     organization.relation = MoveToGo::Relation::WorkingOnIt
+        # elsif row['Customer relation'] == '4.Lost customer'
+        # We had something going with this organization but we
+        # couldn't close the deal and we don't think they will be a
+        # customer to us in the foreseeable future.
+        #     organization.relation = MoveToGo::Relation::BeenInTouch
+        # else
+        #     organization.relation = MoveToGo::Relation::NoRelation
+        # end
+
+        return organization
+    end
+
+    # Reads a row from the Easy exported Company-Person.txt
+    # and ads custom fields to the move-to-go organization.
+
+    # NOTE!!! You should customize this method to include
+    # and transform the fields you want to import to LIME Go.
+    # The method includes examples of different types of
+    # fields and how you should handle them.
+    # Sometimes it's enough to uncomment some code and
+    # change the row name but in most cases you need to
+    # do some thinking of your own.
+    def to_person(person, row)
+        ## Here are some standard fields that are present
+        # on a LIME Go person and are usually represented
+        # as superfields in Easy.
+
+        # person.direct_phone_number = row['Direktnummer']
+        # person.mobile_phone_number = row['Mobil']
+        # person.email = row['e-mail']
+        # person.position = row['position']
+
+        #####################################################################
+        ## Tags.
+        # Set tags for the person
+        # person.set_tag("VIP")
+
+        #####################################################################
+        ## Checkbox fields.
+        # Checkbox fields are normally translated into tags
+        # Xmas card field is a checkbox in Easy
+
+        # if row['Xmas card'] == "1"
+        #     person.set_tag("Xmas card")
+        # end
+
+        #####################################################################
+        ## Multioption fields or "Set"- fields.
+        # Set fields are normally translated into multiple tags in LIME Go
+        # interests is an example of a set field in LIME Easy.
+
+        # if row['intrests']
+        #     intrests = row['intrests'].split(';')
+        #     intrests.each do |intrest|
+        #         person.set_tag(intrest)
+        #     end
+        # end
+
+        #####################################################################
+        ## LIME Go custom fields.
+        # This is how you populate a LIME Go custom field that was created in
+        # the configure method.
+
+        # person.set_custom_value("shoe_size", row['shoe size'])
+
+        return person
+    end
+
+    # Reads a row from the Easy exported Project.txt
+    # and ads custom fields to the move-to-go organization.
+
+    # NOTE!!! You should customize this method to include
+    # and transform the fields you want to import to LIME Go.
+    # The method includes examples of different types of
+    # fields and how you should handle them.
+    # Sometimes it's enough to uncomment some code and
+    # change the row name but in most cases you need to
+    # do some thinking of your own.
+    def to_deal(deal, row)
+        ## Here are some standard fields that are present
+        # on a LIME Go deal and are usually represented
+        # as superfields in Easy.
+
+        # deal.order_date = row['order date']
+
+        # Deal.value should be integer
+        # The currency used in Easy should match the one used in Go
+
+        # deal.value = row['value']
+
+        # should be between 0 - 100
+        # remove everything that is not an intiger
+
+        # deal.probability = row['probability'].gsub(/[^\d]/,"").to_i unless row['probability'].nil?
+
+        # Sets the deal's status to the value of the Easy field. This
+        # assumes that the status is already created in LIME Go. To
+        # create statuses during import add them to the settings
+        # during configure.
+
+        # if !row['Status'].nil? && !row['Status'].empty?
+        #     deal.status = row['Status']
+        # end
+
+        #####################################################################
+        ## Tags.
+        # Set tags for the deal
+
+        # deal.set_tag("Product name")
+
+        return deal
+    end
+
+    def get_history_classification_for_activity_on_company(activity)
+        # When notes are added to LIME Go this method is called for
+        # every note that is connected to a company in LIME Easy. The
+        # note's activity from LIME Easy is supplied as an argument
+        # and this method should return a classification for the note
+        # in LIME Go. The return value must be a value from the
+        # MoveToGo::HistoryClassification enum. If no classification is
+        # return the note will get the default classification 'Comment'
+
+        # case activity
+        # when 'SalesCall' 
+        #   classification = MoveToGo::HistoryClassification::SalesCall
+        # when 'Customer Visit'
+        # classification = MoveToGo::HistoryClassification::ClientVisit
+        # when 'No answer'
+        #   classification = MoveToGo::HistoryClassification::TriedToReach
+        # else
+        #     classification = MoveToGo::HistoryClassification::Comment
+        # end
+        
+        # return classification
+    end
+
+    def get_history_classification_for_activity_on_project(activity)
+        # When histories are added to LIME Go this method is called for
+        # every history that is connected to a project in LIME Easy. The
+        # histories activity from LIME Easy is supplied as an argument
+        # and this method should return a classification for the history
+        # in LIME Go. The return value must be a value from the
+        # MoveToGo::HistoryClassification enum. If no classification is
+        # return the history will get the default classification 'Comment'
+        
+        # case activity
+        # when 'Installation' 
+        #   classification = MoveToGo::HistoryClassification::ClientVisit
+        # when 'No answer'
+        #   classification = MoveToGo::HistoryClassification::TriedToReach
+        # else
+        #     classification = MoveToGo::HistoryClassification::Comment
+        # end
+        
+        # return classification
+    end
+
+    
+
+    # HOOKS
+    #
+    # Sometimes you need to add exra information to the rootmodel, this can be done
+    # with hooks, below is an example of an organization hook that adds a comment to
+    # an organization if a field has a specific value
+    #def organization_hook(row, organization, rootmodel)
+    #    if not row['fieldname'].empty?
+    #        comment = MoveToGo::Comment.new
+    #        comment.text = row['fieldname']
+    #        comment.organization = organization
+    #        comment.created_by = rootmodel.migrator_coworker
+    #        rootmodel.add_comment(comment)
+    #    end
+    #end
+    
+
+end
+

data/sources/salesforce/.gitignore

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+# See http://help.github.com/ignore-files/ for more about ignoring files.
+#
+# If you find yourself ignoring temporary files generated by your text editor
+# or operating system, you probably want to add a global ignore instead:
+#   git config --global core.excludesfile ~/.gitignore_global
+
+# Ignore bundler config
+/.bundle
+# Ignore built gems
+/*.gem
+# Ignore all logfiles and tempfiles.
+/tmp
+/spec/tmp
+pkg

data/sources/salesforce/.move-to-go/readme.txt

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+This source converts a full export from SalesForce to LIME Go.