What you may migrate
List of supported Modules & Records in Salesforce
Discover how it works
Short and illustrated user guide to migrate Salesforce to or from another CRM
Salesforce migration price
Find the cost of your automated or custom migration service
Supported modules
Modules and fields mapping may vary accordingly to your demands and business needs
| Salesforce module name | From Salesforce | To Salesforce |
|---|---|---|
UsersFirst name, last name, title, phone numbers, address details, role, date of creation, date of last modificaton, email | Automated migration | Custom migration |
LeadsDescription, first name, last name, title, phone number, fax, email, address details, website, lead status, source, industry, lead owner | Automated migration | Automated migration |
ContactsDescription, first name, last name, title, department, phone numbers, email, address details | Automated migration | Automated migration |
AccountsName, description, type, industry, fax, address details, phone, website, ownership, employees , ticker symbol, shipping address details, related contact | Automated migration | Automated migration |
ProductsOutputs of a company | Automated migration | Automated migration |
EventsLocation, subject, description, start date, end date, access, date of creation and modification, parent type, parent id, contact id, owner id | Automated migration | Automated migration |
Eventsopen, upcoming, or closed meeting records logged by users in your organization | Automated migration | Custom migration |
Tasks (Calls)inbound and outbound calls received from leads and customers, call duration, date and time of calls, notes, etc | Automated migration | Automated migration |
NotesTitle, body, created date, modified date, parent type, parent id, parent name | Automated migration | Automated migration |
OpportunitiesName, description, type, amount, close date, next step, stage, lead source, probability, opportunity owner, date of creation, date of last modification | Automated migration | Automated migration |
TasksSubject, description, status, due date, name of the contact, priority, related account, related opportunity, related user | Automated migration | Automated migration |
AttachmentsAttachments | Automated migration | Automated migration |
I Wish to Migrate
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 Salesforce data fast and conveniently with the 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
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
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
The team were 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.
Matt Byrom, Managing Director, www.4040media.com
We switched from vTiger to bitrix24 with the help of data2crm. We had a lot of custom fields with very creative names in german. But Alex and his Team did it. It´s working fine and everything for a very reasonable price.
Thomas Poscher, www.myproduct.at
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.
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.
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.
I performed a migration from Insightly to HubSpot CRM a few days ago, and after testing a few times, the migration went well. Thanks!
, CEO at Catalystica Ltd, www.catalystica.com
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
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 found data2crm because i was searching to change a licence CRM to a free CRM without downtime and using the same data. The test migration was successful and i'll migrate my CRM in few days. Thanks for all!
Damian, www.mtp.es
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 Salesforce
Estimate Your Own Migration Price
Find out how much to data migration costs.
I wish to migrate: Don't know how to check a number of entities on your ? Look through our FAQ.
Additional entities
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
Contact UsAll selected records will be migrated except the Attachments due to the API limits of your CRM platforms.
All selected records will be migrated.
Start free Demo MigrationCustom Migration Price
Contact UsWe'll migrate all selected modules, and you may set additional requirements.
Buy Custom MigrationPlease note: the prices are approximate.
- For an Automated Migration, you will get an exact cost estimate after the Demo Migration as we count an amount of your entities in an automated way.
- For the Custom Migration - an exact cost of data import will be provided after the invistigation of the current and future CRMs' pecularities.
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
Security Audits
What our clients say
Real testimonials from real clients
We switched from vTiger to bitrix24 with the help of data2crm. We had a lot of custom fields with very creative names in german. But Alex and his Team did it. It´s working fine and everything for a very reasonable price.
Thomas Poscher
www.myproduct.at
Worth the time and money for custom Insightly import
Alex understood our needs very easily and was able to give us an affordable solution to importing Insightly organizations WITH relationships between organizations intact. Despite the time difference, the time it took to complete the job was completely within reason and we were told of the timetable in advance. The job was completed on time. The customer support team was very responsive.Diane Carroll
www.masterymanager.com
I found data2crm because i was searching to change a licence CRM to a free CRM without downtime and using the same data. The test migration was successful and i’ll migrate my CRM in few days. Thanks for all!