(English) How to check the results of Demo migration on Pipedrive?

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  4. (English) How to check the results of Demo migration on Pipedrive?

When your Demo migration to Pipedrive is complete, you should follow next steps in order to check the results:

  1. Firstly, check which of your modules migrated to Pipedrive (due to the fact that during Demo only limited part of data with relations will be moved) here:
  2. Demo migr

  3. Then, log in to both CRM platforms
  4. To check if your Contacts migrated correctly go:
    • In present CRM (here - Bitrix24) to 1)CRM menu on the left panel; 2)Contacts on the upper section
    • In future CRM (Pipedrive) to People as it is shown on a screenshot below

    There you will find the moved items:

    Contacts after De

  5. To check if your Companies migrated correctly, go to 1)CRM menu on the left panel; 2)More on the upper section and choose Companies from a drop-down list in Bitrix24 and to Organizations as it is shown on a picture below in Pipedrive. There you can find the imported modules. So check if they are the same in both CRM systems:

Companies after D

If you want to see how Data2CRM migrates custom data, no-default modules, or need deeper mapping, please fill in the request.

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