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Easy migration from Insightly to Zoho CRM

Check details for migration

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

What data I can migrate from Insightly to Zoho CRM?

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

Insightly Modules Zoho CRM Modules

Users

First name, last name, phone numbers, address details, role, email, website

Users

First name, last name, contact name, email
Custom migration

Leads

Description, first name, last name, title, phone numbers, fax, email, address details, website, lead status, lead source, industry

Leads

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

Contacts

First name, last name, description, title, department, address details, phone numbers, email, sync to Outlook®, related account

Contacts

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

Organization

Name, description, account type, industry, fax, billing address details, phone, employees, ticket symbol, related account name

Accounts

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

Products

Outputs of a company

Products

Outputs of a company
Custom migration

Events

Location, subject, description, start date, end date, duration, time of creation and modification, parent type, parent id, owner user id

Events

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

Calls

inbound and outbound calls received from leads and customers, call duration, date and time of calls, notes, etc

Calls

inbound and outbound calls received from leads and customers, call duration, date and time of calls, notes, etc
Custom migration

Notes

Note, created date, parent type, parent id, parent name, owner user id, creator name

Notes

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

Opportunities

Name, description, type, amount, closing date, next step, stage, lead source, probability, potential owner, campaign source, related account name

Potentials

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

Tasks

Subject, description, status, due date, priority, task owner

Tasks

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

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

Raja Abbas

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

Stefan Hougardy

Easy to use and great support and services!

Stefan Hougardy, www.carbu.be

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
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

Dave Brautigan

Alex did a kick but job moving our leads over to Sugar from Salesforce. We had some custom fields and he was able to get that info over also. All for a great price and in a pretty fast turn around. Would recommend highly!

Dave Brautigan

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.

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

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 to Zoho CRM

Estimate Your Own Migration Price

Find out how much Insightly to data migration costs.

I wish to migrate: Don't know how to check a number of entities on your Insightly? 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

We won't migrate Attachments in Automated Migration

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
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

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

The data migration I needed seemed pretty complicated and I was nervous making the transfer. Data2CRM got the job done and did what was needed to complete the migration!

Matt Stiller

www.cpaplusnetwork.com

I engaged with data2crm after having severe difficulties with migrating Highrise notes over to Salesforce and with no success at finding the solution. We have just had the success of migrating over 12,000 notes to Salesforce. I cannot thank the data2crm team enough. From the Relationship manager to the developers who put their very best efforts into the task, and with great success. I can recommend the company as professional, efficient and friendly. Thanks, guys!

Marianne Jacobson

www.datacenterdynamics.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