If you want to improve the business processes and migrate to Salesforce, we can help you perform the CRM data import
List of supported Modules & Records in Salesforce
Short and illustrated user guide to migrate Salesforce to or from another CRM
Find the cost of your automated or custom migration service
Modules and fields mapping may vary according to your demands and business needs
| Salesforce module name | From Salesforce | To Salesforce |
|---|---|---|
Accounts | Automated migration | Automated migration |
Attachments | Automated migration | Automated migration |
Calls (Tasks) | Automated migration | Automated migration |
Campaigns | Automated migration | Automated migration |
Cases | Automated migration | Automated migration |
Comments | Automated migration | Automated migration |
Contacts | Automated migration | Automated migration |
Email Messages | Automated migration | Automated migration |
Events | Automated migration | Automated migration |
Invoice | Custom Migration | Custom Migration |
InvoiceItem | Custom Migration | Custom Migration |
Leads | Automated migration | Automated migration |
Meetings (Events) | Automated migration | Custom Migration |
Notes | Automated migration | Automated migration |
Opportunities | Automated migration | Automated migration |
Order | Custom Migration | Custom Migration |
OrderItem | Custom Migration | Custom Migration |
Posts | Automated migration | Automated migration |
PriceBook | Custom Migration | Custom Migration |
Products | Automated migration | Automated migration |
Project | Custom Migration | Custom Migration |
Quotes | Automated migration | Automated migration |
Quote Line Items | Automated migration | Automated migration |
Tags | Automated migration | Automated migration |
Tasks | Automated migration | Automated migration |
Users | Automated migration | Automated migration |
Data2CRM is official partner with Salesforce CRM and is recommended as a service for the secure and swift data import.Note: Salesforce's API has to be enabled for an automated data migration.
Depending on your time and budget, you may select
the most comfortable way for you
Any CRM Platforms. Any modules. Any conditions.Our techs will do everything for you!
Migrate your Salesforce 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.
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.
Accounts
Opportunities
Notes
Events
Contacts
Emails
Tasks
Meetings
Calls
Products
Leads
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
Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.
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!!!
Worked amazingly well once we got through a small issue with Sample Migration - very seamless, and good support - saved me from hours of manual cut and paste, and the referential integrity appears solid between all of migrated data in the new CRM.
You can set up the fields mapping and data import on your own. Try a free Sample Import to check the service in action and launch a CRM data transfer automatically.
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.
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.
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.
I was very impressed with how quick and efficient the whole process was. Their customer service answered all of our questions we had and ensured any of our requirements and specifications were met.The whole process was smooth and fast. They saved us a lot of time and made it way easier for us.
The team was very helpful with our migration from Hubspot to Salesforce. There was a lot of data to move and the team were careful to understand what we wanted and support us through the migration. They were quick to respond and get the migration done on time as planned.
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).
After defining the existing and future CRM details, select the entities you want to migrate. Check 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.
Start a free Sample Import 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, and attachments together with relations between the records.
If you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Sample Import.
Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results, and get down to running your business more efficiently with the new CRM solution.
Recently we decided to switch from Zoho CRM to vTiger so that we would have more freedom with customizing the CRM to our needs. However have used Zoho for almost a year already we had a large amount of data that required migrating. In addition to the migration, we had customization project occurring in parallel. In order to help things along we used Data2Crm to manage our migration from start to finish. Projects of this size are never flawless, but when the issue occurred the project manager handled them quickly, efficiently and professionally. I would highly recommend Data2CRM for any CRM migration project.
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 Salesforce to
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.
Real testimonials from real clients
This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on.
The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress-free and simple.
She was not interested in trying to make my purchase, she helped me navigate the software so I could see the power of how it worked - that made my buy!!
highly recommend
