How Data2CRM.Migration Works

1. Provide your current and future CRMs details

Visit Wizard and start free sample migration. Choose your existing and new CRMs from the drop-down menus and provide the required credentials.

2. Email Confirmation

Confirm your email address to receive a notification about the sample and result file. (or provide another one there).

3. Launch Free Sample migration

Just click the “Free Sample Migration” button.

3.1. For first-timers, data fields will be mapped automatically using the most common logic.

4. Evaluate Sample migration results

If you are satisfied with the results you may proceed with full migration. Simply press “Start Full Migration” or “Add Funds to Start Full Migration”

Notice. If you want to change specific mapping fields click the “Change Fields Mapping” button.

4.1. Objects Selection and Mapping Configuration

You can check/uncheck the required objects. Also, to review and customize the mapping for these objects press “Change fields mapping optional”.

Notice. You can re-run your free Sample migration and change mapping fields as many times as you wish at no cost.

4.2. Fields Mapping

Review and change (if needed) existing mapping according to your business needs.

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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