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Insightly to Zoho CRM Migration

Data2CRM migration software provides you with the completed and incredibly quick data migration from Insightly to Zoho CRM CRM software in a matter of a few minutes. Being designed to make your CRM conversion simple and hassle-free, this automated utility imports CRM data promptly to your new customer relationship management program.

What data I can migrate from Insightly to Zoho CRM?

Insightly Modules
LeadsFirst name, last name, organization, lead status, responsible user, email and address details, rescription
ContactsName, background, prefix, first name, last name, prone numbers, work address details, related organization
EventsLocation, subject, description, start date, end date, parent type, parent id, contact id, owner user id
OpportunitiesName, description, probability of winning, forcast close date, responsible person, value, pipeline name, stage, created date, contacts
OrganizationName, background, company address details, postal address
TasksName, description, status, due and start date, priority, contacts,
NotesTitle, body, date of creation and modification, link subject type, link subject id, owner user id
Zoho CRM Modules
LeadsDescription, first name, last name, title, phone numbers, fax, email, address details, website, lead status, lead source, industry
ContactsFirst name, last name, description, title, department, address details, phone numbers, email, sync to Outlook®, related account
EventsLocation, subject, description, start date, end date, duration, time of creation and modification, parent type, parent id, owner user id
PotentialsName, description, type, amount, closing date, next step, stage, lead source, probability, potential owner, campaign source, related account name
AccountsName, description, account type, industry, fax, billing address details, phone, employees, ticket symbol, related account name
TasksSubject, description, status, due date, priority, task owner
NotesNote, created date, parent type, parent id, parent name, owner user id, creator name

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
Notes open text field with the short information that describes certain activity
Attachments documents that may be accossiated with peculiar module
Custom fields non-default field that is created to meet business requirements to the full
Emails assigned activities to the company members associated with the peculiar clients
Other Modules a set of companies or departments contact details and other related data
Zoho CRM Modules
Notes open text field with the short information that describes certain activity
Attachments documents that may be accossiated with peculiar module
Custom fields non-default field that is created to meet business requirements to the full
Emails assigned activities to the company members associated with the peculiar clients
Other Modules a set of companies or departments contact details and other related data

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

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.
Zoho is a trademark of Zoho Corporation Private Limited.

What our clients say

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

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

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

Easy to use and great support and services!

Stefan Hougardy

www.carbu.be

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