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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?

Start a Chat Schedule a Call

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

Organization

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

Events

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

I Wish to Migrate

Select your current CRM type from the list.
Select your future CRM type from the list.

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 the 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

Declan Clancy

Wow, really nice service. I was testing two CRM systems Insightly and Vtiger, just getting to the tough bit of transferring my data when I came accross data2crm. Click Click boom, job done, zero pain. Thanks data2crm and Alex who was super helpful on their on-line chat system.

Declan Clancy, www.15minPhoto.com

Ryan Monson

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

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
John Conway

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

Klaus Schipper

First: Sorry for my English! I tested Bitris24 and I have written many contacts into the database. now I was making my own company, I needed a new account with a new name. So my problem was to migrate the data from one account to the new one. The demo migration was very easy, but I thought I make a mistake. The team from Data2CRM call´s me from the USA to Germany (several times) and then they have done the work for me. A very great und successful job and I paid only a little money. Thanks to the team of Data2CRM. You have saved my work!

Klaus Schipper, www.unsere-medizintechnik.de

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.

Duong Le

I know this site once I need to migrate data from SugarCRM to SuiteCRM. They serve me as a regular customer while I'm just a new free customer. They always try their best to help me and they never let me wait for a long time without responding. I appreciate so much.Once, thank you very much Alex Kachurovskyy & Yurii Yewstratow.Best Regards.

Duong Le, www.vsource.io

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 or to Insightly

Estimate Your Own Migration Price

Find out how much to data migration costs.

Select your current CRM type from the list.
Select your future CRM type from the list.

I wish to migrate: Don't know how to check a number of entities on your ? Look through our FAQ.

Additional entities
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

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 invistigation of the current and future CRMs' pecularities.
Get New Estimates
Get 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

Wow, really nice service. I was testing two CRM systems Insightly and Vtiger, just getting to the tough bit of transferring my data when I came accross data2crm. Click Click boom, job done, zero pain. Thanks data2crm and Alex who was super helpful on their on-line chat system.

Declan Clancy

www.15minPhoto.com

Excellent CRM Migration Tool

Data2CRM migration was an easy and simple to use tool, which allowed CDSM to reduce the amount of time staff spent setting up a new internal marketing infrastructure. The migration took minutes, and was done in the background of our marketing staff’s other work. We easily saved up to 7 days’ worth of manpower using the tool.

Tom Coleman

Marketing Executive of www.cdsm.co.uk

I performed a migration from Insightly to HubSpot CRM a few days ago, and after testing a few times, the migration went well. Thanks!

CEO at Catalystica Ltd of www.catalystica.com

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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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