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Insightly is a great CRM solution that uniquely helps businesses keep in one place all the information they need to interact successfully with their customers. Using the platform’s best practices, you can make sure you’re on top of your customer relationship at every stage and, what is more, at an affordable price. Insightly CRM is packed with tons of useful tools that make it easy to keep the office organized and efficient.

What data I can migrate?

Insightly Modules From To
UsersFirst name, last name, contact name, emailSupportedSupported
LeadsFirst name, last name, organization, lead status, responsible user, email and address details, rescriptionSupportedSupported
ContactsName, background, prefix, first name, last name, prone numbers, work address details, related organizationSupportedSupported
EventsLocation, subject, description, start date, end date, parent type, parent id, contact id, owner user idSupportedSupported
OpportunitiesName, description, probability of winning, forcast close date, responsible person, value, pipeline name, stage, created date, contactsSupportedSupported
OrganizationName, background, company address details, postal addressSupportedSupported
TasksName, description, status, due and start date, priority, contacts, SupportedSupported
NotesTitle, body, date of creation and modification, link subject type, link subject id, owner user idSupportedSupported

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.

Insightly 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
Custom 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

1. Register an Account or Log In

Register your Data2CRM account to start your CRM data migration. Complete the form by providing your name, email, a phone number and choosing a password. It will take a minute of your time.

Register an Account or Log In
Provide Your Current CRM System Details

2. Provide Your Current CRM System Details

The next step requires defining your existing CRM solution. You have to choose your current CRM from a drop-down menu, specify URL, and provide access credentials (login, password or API key).

Specify Your Future CRM Information

At this stage, you point out your new CRM URL, its type and access credentials (login, password or API key).

Note! In case you want to see your data on a new CRM, but haven't installed it yet, you may migrate to test SugarCRM, SuiteCRM or Vtiger platforms.

Specify Your Future CRM Information
Choose the CRM Modules You Want to Switch

3. Choose the CRM Modules You Want to Switch

After defining your existing and future CRM details, you should select the entities you want to migrate. Check out the boxes and activate the modules for a switch.

  • Accounts
  • Contacts
  • Tasks
  • Opportunities
  • Leads
  • Users
  • Notes

Also, you can set up the specific fields mapping on your own to comply with your business need. If you get a notification that some fields are not mapped, you should choose the available option on your new CRM. All the terminology used in the current solution will be preserved, so you can check the correctness of data before the switch.

Try Free Demo Migration

Now, you may start a free Demo Migration to your new CRM platform. The service also migrates the relationships between entities: accounts, contacts, tasks, opportunities and notes.

Apart from this, you may request customized demo migration to test how Data2CRM transfers default modules together with the custom fields, notes, attachments, emails, and other modules. Request a demo migration

When the Demo Migration to your new CRM is completed, it is important to check the results out immediately. Start reviewing Demo outcomes from the Contact module - inspect and compare the current and transferred records to ensure the accuracy.

Try free demo
Start Full Migration

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.

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

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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Insightly is a trademark of Insightly, Inc.

What our clients say

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

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

Great company, great support

They continued to stay in touch with us throughout the migration process and after. Thank You

Raja Abbas

Marketing Manager, Computronix

We are more than glad to find data2crm in our web search, they help us a lot migrating all the info from our old CRM to the new one, despite some issues we found (which is totally normal in this kind of jobs) they were supporting us until work was completed successfully, thanks a lot guys!!!

Alejandro Migliora

www.amxsolutions.com

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