What you may migrate
List of supported Modules & Records in Zoho CRM
Discover how it works
Short and illustrated user guide to migrate Zoho CRM to or from another CRM
Zoho CRM migration price
Find the cost of your automated or custom migration service
What data I can migrate from Insightly to Zoho CRM?
Modules and fields mapping may vary accordingly to your demands and business needs
Zoho CRM Modules
|and other modules|
Data2CRM offers you to
- Migrate custom fields automatically
- Preserve the relations between the records
- Map the users and create the new ones automatically
- Correlate the values of drop-downs
- Migrate any modules including the custom ones
- Perform data filtering
- Manage other specific requirements
Depending on your CRM platform some of the mentioned above modules may need personal approach for the successful data migration
On this page, you can get a brief overview on how-to perform the Insightly to Zoho CRM data migration, get in-depth information on what modules you can migrate automatically and estimate own migration price for the custom migration. As well, we will explain how the SaaS performs the CRM migration to satisfy the company’s requests. Also, you can find here general information about Data2CRM security policy states, user’s testimonials and more.
That can make you to skip doubts and worries about the possibility to ensure effortless and secure data transfer from Insightly to Zoho CRM. Note that the transfer technique depends on the amount of CRM records and customizations and take into account the following approaches to make choice:
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 Zoho CRM data fast and conveniently with robust migration wizard. No risk. No tech skills required.
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.
Ensure the swift and secure data import of any CRM modules.
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
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
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
You guys did a good job, for a very reasonable price. Thanks!!
Philip Kramer, Salesforce implementation consultant, nuageexperts.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.
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.
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.
Supportive on Live chat...excellent product, just have to realise that these crms arent designed to talk to one another, what they do is a convenience.
John Pickering, Group Marketing Manager at Accident Exchange Group Plc, www.accidentexchange.com
"Difficult migration made easy"Tailored assistance through a difficult mapping from Dynamics to Zoho CRM. They were able to deal with all mappings we threw at them.
Cody Jones, IT Manager at GRC Solutions, www.grcrisksolutions.com
How it Works
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).
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.
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.
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.
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
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 to data migration costs.
I Wish to MigrateDon't know how to check a number of entities on your ? Look through our FAQ.
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 PriceContact Us
All selected records will be migrated except the Attachments due to the API limits of your CRM platforms.
All selected records will be migratedStart free Demo Migration
Custom Migration PriceContact Us
We'll migrate all selected modules, and you may set additional requirements.Buy Custom Migration
Please note: the prices are approximate.
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
- 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
Network Security Layer
- network firewalls
- DDoS preventions
- network posture assessment
Application Security Layer
What our clients say
Excellent CRM Migration ToolData2CRM 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.
Marketing Executive of www.cdsm.co.uk
I think the product is very good! Very easy to use, and appears to do a great job. It saved us a tremendous amount of time with our conversion.
EVP, Director of Business Development at Agile Upstream
Easy to use and great support and services!