If you want to improve the business processes and migrate to AcuityCRM, we can help you perform the CRM data import
Modules and fields mapping may vary according to your demands and business needs
AcuityCRM Module Name | From AcuityCRM | To AcuityCRM |
---|---|---|
Accounts | Custom Migration | Custom Migration |
Attachment | Custom Migration | Custom Migration |
Call | Custom Migration | Custom Migration |
Campaign | Custom Migration | Custom Migration |
Case | Custom Migration | Custom Migration |
Comment | Custom Migration | Custom Migration |
Contact | Custom Migration | Custom Migration |
Custom Migration | Custom Migration | |
Event | Custom Migration | Custom Migration |
Invoice | Custom Migration | Custom Migration |
InvoiceItem | Custom Migration | Custom Migration |
Lead | Custom Migration | Custom Migration |
Meeting | Custom Migration | Custom Migration |
Note | Custom Migration | Custom Migration |
Opportunity | Custom Migration | Custom Migration |
Order | Custom Migration | Custom Migration |
OrderItem | Custom Migration | Custom Migration |
Post | Custom Migration | Custom Migration |
PriceBook | Custom Migration | Custom Migration |
Product | Custom Migration | Custom Migration |
Project | Custom Migration | Custom Migration |
Quote | Custom Migration | Custom Migration |
QuoteItem | Custom Migration | Custom Migration |
Tag | Custom Migration | Custom Migration |
Task | Custom Migration | Custom Migration |
User | Custom Migration | Custom Migration |
We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.
Move your business data from/to any CRM software with the help of Custom Migration Service securely.There is no limit - any CRM you wish is supported.
Ensure the swift and secure data import of any CRM modules.
Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.Our techs will perform data migration so that to fulfill your specific business needs and deliver you with the desired result
Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.
The personal approach aims to exclude any possible issues during the CRM transition and ensures to assist you through the migration process.
You can set up the fields mapping and data import on your own. Try a free Sample Import to check the service in action and launch a CRM data transfer automatically.
Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.
You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard.
Data2CRM also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.
This step requires defining your existing and future CRM solutions. You have to choose the current and desired CRM from the drop-down menus, specify URLs, and provide access credentials (login, password or API key).
After defining the existing and future CRM details, select the entities you want to migrate. Check the boxes and activate the modules for data import.
Also, you may change the specific fields mapping on your own to comply with your business needs.
Start a free Sample Import to your new CRM platform to evaluate the automated switch between the existing and new CRMs. The service migrates the limited amount of users, accounts, contacts, leads, opportunities, tasks, notes, calls, emails, meetings, and attachments together with relations between the records.
If you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Sample Import.
Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results, and get down to running your business more efficiently with the new CRM solution.
Find out how much to data migration costs.
All selected records will be migrated except the Attachments due to the API limits of your CRM platforms.
All selected records will be migrated
Start free Sample ImportWe'll migrate all selected modules, and you may set additional requirements.
Please note: the prices are approximate.
We take security very seriously and have developed a comprehensive set of practices, technologies and policies to help ensure your business data is secure. Security is essential in working with customers’ information, Data2CRM.Migration team builds the service on the effective and security-focused practices.
Real testimonials from real clients
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