How Data2CRM.Migration Works

1. Provide Your CRMs and launch free Sample migration

Go to Wizard and start one-page sample migration right away. Specify your existing and future CRMs and provide required credentials. Provide email and start free Sample migration.
Notice. At the very first time, your data fields will be mapped automatically according to the most common logic.

2. Evaluate the achieved results

If you are satisfied, choose an insurance plan and proceed with full migration.

Match users and data

In case something went wrong, you want to change migration options and set up mapping by your own, press "Change options". Here you can change a mapping by yourself. Please choose data fields to migrate or uncheck unneeded ones, match CRM users, and objects to set up relationships between them.

Map data fields

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.

Case Studies

See how Data2CRM may assist you in business improvement.
Check out a few of our case studies.

Migration to a Cloud
See is it is possible to simplify the hassle migration process for SMBs and Nonprofits and how to perform it.
CRM for Logistics
Check out the valuable CRM for the logistics industry.
CRM for Telecoms
If you work with various strategies and large amounts of customer data, CRM for telecommunication is an irreplaceable tool for you.
Migration of Activities and Attachments
Find out how to perform the migration of Activities and Attachments with already migrated Accounts, Contacts and Leads effortlessly.
Data Import of Notes and Emails with Relations to Contacts
Explore how to migrate only Notes and Emails related to the Contacts of the current CRM together with their attachments.
Updated Data Import of the Products and Quotes
Check out how to perform the updated data import of the products and quotes together with the relations to accounts and contacts.
Customized CRM Data Migration of Accounts and Contacts
Discover how to perform the customized CRM data migration of the accounts and contacts and indicate the right relations between the records.
Customized CRM Data Migration with the Help of Service Packages
Find out how to perform the customized CRM data migration with the help of the personal approach to carry out the import effortlessly.
Automated Data Migration using Wizard
Explore how to perform Automated Data Migration using Wizard accurately and securely. Step-by-step tutorial.

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