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Looking for an easy way to import your existing CSV files? Take advantage of an automated migration service Data2CRM and move all information from CSV files to your desired CRM swiftly.

What data I can migrate?

CSV Modules From To
Accountsa set of companies or departments contact details and other related datayesyes
Contactsconverted leads information about people in organizationyesyes
Leadsgathered data about an individual or organization collected from marketing campaignsyesyes
Opportunitiesinformation about business deals with a customer or organizationyesyes
Tasksassigned activities to the company members associated with the peculiar clientsyesyes

Extra Supported Migration

The migration of extra supported modules requires special treatment and peculiar data mapping. In order to migrate this data as well as other CRM information, please request a demo migration your personal account manager will contact you to assist you with the transfer.

CSV Modules From To
Notes open text field with the short information that describes certain activity Supported Supported
Attachments documents that may be accossiated with peculiar module Supported Supported
Сustom fields non-default field that is created to meet business requirements to the full Supported Supported
Emails assigned activities to the company members associated with the peculiar clients Supported Supported
Other Modules a set of companies or departments contact details and other related data Supported Supported
Modules and fields mapping may vary accordingly to your demands and business need, just request a demo migration and point out required peculiarities of data transfer.

How it Works

High Time to Start Migration

  1. Register your personal account:
  2. specify your:
    • name
    • email
    • and phone number

or use your social profiles: Facebook, Google+, or LinkedIn
P.S. No spam. Promise

Dot All the 'i's: Specify Your CRMs

    Select your current CRM platform and the desired one:

  • specify the type of system
  • and access details

Note. Data2CRM guarantees that all your CRM data is 100% secure before, during, and after migration procedure. For more information, read Enhanced Security.

Choose Preferred Options And Test Drive Migration

Now, select the modules you'd like to transfer to your new CRM and request a Demo Migraton. Data2CRM Pro Team will migrate a part of specified data to a new platform, so you could evaluate how the information and relations among records have been transferred.

The custom Demo Migration takes approximately 2 days (but in most cases we do this in a few hours) depending on the complexity of data mapping. When the Demo Migration is complete, your personal Account Manager will get in touch with you to introduce the results and discuss the further actions.

Estimate Your Own Migration Price

I want to migrate

Total count: 500

Additional entities
You've registered at app.data2crm.com service. Check out your email to get the login details

Wow, you have a respectable database! Let's talk about the optimal quote for you

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Migration price start from: $59
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Migration price without additional entities: $59
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What our clients say

20+ CRMs in fully automated way and others in custom migration

We used Data2CRM for moving our business data to a new CRM system. The migration was simple, fast and effortless, that helped us to save lots of time and expenses. Many thanks to all Data2CRM team, we got a great assistance and high quality service in general.

Artem Lebedev

Executive Director of www.yaware.com

Worth the time and money for custom Insightly import

Alex understood our needs very easily and was able to give us an affordable solution to importing Insightly organizations WITH relationships between organizations intact. Despite the time difference, the time it took to complete the job was completely within reason and we were told of the timetable in advance. The job was completed on time. The customer support team was very responsive.

Diane Carroll

www.masterymanager.com

Alex and Lucy made the process easy to understand and painless. We are not a large company but our Highrise account was not set up properly and the migration process was a bit involved. In fact, I didn’t even realize how involved it was until Lucy took the time to go over each and every aspect of the migration and together we identified a few issues that required some special attention. Lucy was great and made suggestions that made the entire process go smoothly. Communication was great and very responsive. I would highly recommend Data2Migration to anyone looking to migrate from Highrise to Salesforce!

John Conway

edgelearningcommunity.com

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Still have some questions? Let us know when it is good time for you to discuss how Data2CRM.Migration can GREATLY HELP to achieve your goals