To start your CRM data migration sign up with the most suitable way for you. So, you can register via email or social media accounts.
Choose your existing CRM from a drop-down list and provide access credentials (login, password or API key).
Then you specify your new CRM URL, type and access credentials (login, password or API key).
Note! The required information varies for different CRMs.
Once you have defined the existing and future CRMs, select the entities you want to migrate by checking the boxes out.
Please Note! During CRM import all relations between the migrated data will be preserved.
Data fields may differ in your existing and future CRM platforms, and the service allows you to map the items by selecting the available options or skipping the migration of the field. Additionally, you will get the notifications about the unmapped data.
When all is set, start your free Sample Import to see how the service works. Once the Sample Import is complete, check its outcomes.
In case, you want to migrate custom modules (attachments, emails, etc.), request a customized Sample Import.
After seeing the service in progress, you start your Full Migration to import company data to your new CRM platform. Once the data transition is complete, check its results and achieve higher results.
See how Data2CRM may assist you in business improvement. Check out a few of our case studies.
Learn how Data2CRM successfully performed CRM data import of all needed information according to customer’s requirements.
Find out how Data2CRM handled the migration of notes and email with relations to contacts and others modules during CRM data import.
Explore the CRM requirements for logistics industry along with a few advice on facilitating data migration.