Insightly Migration

In case you want to improve the business processes and migrate to Insightly, we can help you perform the CRM data import

What you may migrate

List of supported Modules & Records in Insightly

Discover how it works

Short and illustrated user guide to migrate Insightly to or from another CRM

Insightly migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

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Supported modules

Modules and fields mapping may vary accordingly to your demands and business needs

Insightly module name From Insightly To Insightly

Users

First name, last name, contact name, email
Automated migrationCustom Migration

Leads

First name, last name, organization, lead status, responsible user, email and address details, rescription
Automated migrationAutomated migration

Contacts

Name, background, prefix, first name, last name, prone numbers, work address details, related organization
Automated migrationAutomated migration

Organizations

Name, background, company address details, postal address
Automated migrationAutomated migration

Comments

Comments
Custom MigrationAutomated migration

Events

Location, subject, description, start date, end date, parent type, parent id, contact id, owner user id
Automated migrationAutomated migration

Emails

communication history
Automated migrationCustom Migration

Tags

information related to certain
Automated migrationCustom Migration

Notes

Title, body, date of creation and modification, link subject type, link subject id, owner user id
Automated migrationAutomated migration

Opportunities

Name, description, probability of winning, forcast close date, responsible person, value, pipeline name, stage, created date, contacts
Automated migrationAutomated migration

Tasks

Name, description, status, due and start date, priority, contacts,
Automated migrationAutomated migration

Attachments

Attachments
Custom MigrationAutomated migration

I Wish to Migrate

Select your future CRM type from the list.

Trusted by Insightly

Data2CRM.Migration is an official CRM data migration partner with Insightly CRM.

Two ways to complete your data migration

Depends on your time and budget you may select
the most comfortable way for you

Custom Migration Service

Any CRM Platforms. Any modules. Any conditions.Our techs will do everything for you!

Automated Migration Service

Migrate your Insightly data fast and conveniently with robust migration wizard. No risk. No tech skills required.

Personal Approach

We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.

Any CRM Platforms.

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.

wizard mapping
wizard mapping

Any modules

Ensure the swift and secure data import of any CRM modules.

Accounts

Opportunities

Notes

Events

Contacts

Emails

Tasks

Meetings

Calls

Products

Leads

Any conditions.

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

wizard mapping
wizard mapping

Individual Account Manager

Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.

What Clients Say About Us

Cristian Quinteros

I wanted to take this time to thank everyone for their help getting this done. I know we struggled throughout this project as we were learning each others processes. Having said that, overall I've been happy with the overall effort and the end result from your team. We would like to continue to work with you in the future for our other clients....we can leverage what we've learned from this project about each other to improve processes/setup/communication between our teams on future projects.

Cristian Quinteros, Partner & Senior Salesforce Consultant at CRM Tutor Inc.

Reem Aljamel

I was very impressed with how quick and efficient the whole process was. Their customer service answered all of our questions we had and ensured any of our requirements and specifications were met.
The whole process was smooth and fast. They saved us a lot of time and made it way easier for us.

Reem Aljamel, TDM Group, www.tdmgroup.net

Personal Approach. What Stands Behind?

The personal approach aims to exclude any possible issues during the CRM transition and ensures to assist you through the migration process.

Request a call (or mail us) and clarify all necessary data about the CRM transfer.
phone call
analyze
Investigate and analyze your data migration requirements with the help of our techs.
Get the essential information and main steps of your data import.
efficiency
goal
Evaluate your CRM migration details and allow us to run the Full migration to the desired CRM.

Automated migration

You can set up the fields mapping and data import on your own.Try a free Demo Migration to check the service in action and launch a CRM data transfer in an automated way.

Map fields you want to migrate

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.

wizard mapping
wizard mapping

Migrate custom fields and data

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.

Proper data relation to employee

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.

wizard mapping
Stephanie Yao

It's pleasant to work with data2crm. Although there have been some accidents which triggered it took more time than expected to complete, we are still satisfied with the final result. Their staff are patient and professional.

Stephanie Yao, Cloud Stratagem Pty Ltd, www.cloudstratagem.com.au

Kris Borgraeve

At https://www.digitalpractice.com.au (Marketing for Doctors) we wanted to use AgileCRM and had our database stored in Hubspot. Data2CRM Migration helped us in an afternoon and we were able to keep our marketing/sales operations going during and immediately after the migration. Great tool. Good service. Thank you.

Kris Borgraeve, Director at Digital Practice

How it Works

1

Provide Your Current and New CRM System Details

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).

wizard mapping
wizard mapping
2

Choose the CRM Modules You Want to Migrate

After defining the existing and future CRM details, select the entities you want to migrate. Check out 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.

3

Try a Free Demo Migration

Start a free Demo Migration 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, attachments together with relations between the records.

In case you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Demo Migration.

wizard mapping
wizard mapping
4

Start Full Migration

Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results out, and get down to running your business more efficiently with the new CRM solution.

Ramsay Smith

Worked amazingly well once we got through a small issue with Sample Migration - very seamless, and good support - saved me from hours of manual cut and paste, and the referential integrity appears solid between all of migrated data in the new CRM.

Ramsay Smith, VP Sales at Forticode, www.forticode.com

Video Tutorial

Watch step-by-step video tutorial on how to perform data migration with DATA2CRM and just in five minutes you will be ready to complete full data transfer from Insightly or to Insightly

Estimate Your Own Migration Price

Find out how much to data migration costs.

Select your current CRM type from the list.

I Wish to MigrateDon't know how to check a number of entities on your ? Look through our FAQ.

Additional entities
If you don't know the number of CRM records, talk to our expert and get a personal calculation.
Please fill in the required field"
Enter Your Name
Enter Your Name
Get Estimates

Please, provide a valid e-mail to get estimates and a free e-book. Our special e-book shows how to migrate your CRM data swiftly and accurately.

Automated Migration Price

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 Demo Migration

Custom Migration Price

We'll migrate all selected modules, and you may set additional requirements.

Buy Custom Migration More...

Need to talk with an expert?

Irene will help you.

Schedule a Call Start Online Chat

Please note: the prices are approximate.

  • For an Automated Migration, you will get an exact cost estimate after the Demo Migration as we count an amount of your entities in an automated way.
  • For the Custom Migration - an exact cost of data import will be provided after the investigation of the current and future CRMs' peculiarities.
Get New Estimates
Get New Estimates

Your Data Security - Top Priority for Us

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.

Physical Security Layer

Our datacenters are hosted on secure facilities. It includes:
  • High-security video-monitored around all perimeter
  • Entry via a transponder key in electronic access control terminals
  • Surveillance cameras for 24/7 monitoring of access routes
Furthermore, it is protected from physical and logical attacks, and from natural disasters such as fires or floods.

Network Security Layer

Data2CRM network security team protects your data against the most sophisticated electronic attacks. We use the best and proven practices of network security. Data2CRM.Migration offers the following preventive measures:
  • network firewalls
  • DDoS preventions
  • network posture assessment

Application Security Layer

Our service provides you with HTTPS-encrypted communication, role-based authorization, and validation of all requests to ensure the security on the application level.

Security Audits

On a regular basis we scan all systems to prevent any vulnerabilities. The software is constantly updated, so all connections to the previous version are limited, logged and checked.

What our clients say

Real testimonials from real clients

The team were extremely helpful. I had a small problem in the migration, which they were quick to spot and worked rapidly to resolve. They did not stop until it was fixed and they were very responsive. Im very impressed with the tool and their support.

Barney Smith

www.inproc.co.uk

The initial transfer from salesforce to Bitrix24 was problematic, however the team at Data2CRM took the time to make it right and they did it quickly. I would absolutely recommend their serves!!

Ryan Monson

americangearcompany.com

"I sent them a database and they put it into my system for me. It was very hands off, and painless."
Professional and easy to work with it. I would use this time and time again. I've done a lot of manual data migrations myself over the years, but times have evolved and it's best to go with someone who knows all the data mapping so nothing is missed. They focus on these products and are great!
Overall: Recovered lost data on a broken CRM system.

Jesse To

IT Consultant at Information Technology and Services

All testimonials
No time to perform migration on your own?
Our techs will do everything for you!
Get Custom Migration Service
Try free demo migration with robust wizard!
No risk. No credit card. No tech skills required.
Start Free Demo Migration

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