Easy migration from Salesforce to Highrise

Discover how to import Salesforce to Highrise by yourself without any specific knowledge or technical skills. On this page you may get instruction about providing automated CRM data transfer using Data2CRM, discover what modules can be migrated during migration Salesforce to Highrise, and other information.

What you may migrate

List of supported Modules & Records in Highrise

Discover how it works

Short and illustrated user guide to migrate Highrise to or from another CRM

Highrise migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

Schedule a Call

What data I can migrate from Salesforce to Highrise?

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

Custom Migration
Salesforce Modules
Highrise Modules

Users

Users

Leads

Leads

Contacts

People

Products

Products

Events

Events

Meetings

Meetings

Email messages

Emails

Tasks (Calls)

Calls

Tags

Tags

Notes/Posts/Comments

Notes, Comments

Campaigns

Campaigns

Opportunities

Deals

Tasks

Tasks

Attachments

Attachments

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
Additional services
  • Migrate any modules including the custom ones
  • Perform data filtering
  • Manage other specific requirements
Please note

Depending on your CRM platform some of the mentioned above modules may need personal approach for the successful data migration

Trusted by Highrise

Data2CRM.Migration is an official CRM data migration partner with Highrise CRM.

Brief Intro

On this page, you can find an essential information about the Salesforce to Highrise data migration and get useful insights on actions before, during and after the transfer. This instruction can help you to switch CRM records smoothly and with no labor waste. As well, it will exclude the worries about the data loss or other issues.

Do not forget to provide the preparation stages for the successful Salesforce to Highrise data transfer:

  • perform the data cleansing,
  • let your employees know about the upcoming CRM switch to Highrise
  • find out the beneficial features of our service for an automated data migration
  • select the most suitable migration plan.

The chosen method depends on the amount of CRM records, modules and customizations you wish to migrate from Salesforce. So, pay attention to the following approaches:

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

Marianne Jacobson

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

Philip Kramer

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.

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
Marcel Odiboh

I was pleasantly surprised throughout the process.

Marcel Odiboh, Head, IT at CWG PLC , cwg-plc.com

Ramsay Smith

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.

Ramsay Smith, VP Sales at Forticode, www.forticode.com

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.

Marcel Odiboh

I was pleasantly surprised throughout the process.

Marcel Odiboh, Head, IT at CWG PLC , cwg-plc.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 Salesforce to Highrise

Estimate Your Own Migration Price

Find out how much to data migration costs.

Select your current CRM type from the list.

I Wish to MigrateDon't know how to check a number of entities on your ? Look through our FAQ.

Additional entities
If you don't know the number of CRM records, talk to our expert and get a personal calculation.
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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

All 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 Migration

Custom Migration Price

We'll migrate all selected modules, and you may set additional requirements.

Buy Custom Migration More...

Need to talk with an expert?

Irene will help you.

Schedule a Call

Please 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 investigation of the current and future CRMs' peculiarities.
Get New Estimates
Get New 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

Benjamin Bouet
Sales and Support Administrator at ViaDialog - Customer Interactions Management  www.viadialog.com
We reviewed the migration (Salesforce Sandbox to Salesforce - editor) last week. Everything is fine for us!Thank you very much.
Maximilien Cost
Maximilien
Managing Director at Brainet 
Easy migration with support for the difficult parts
It was easy to transfer and I transfered most of my data easily. It was done quickly (less than a few minutes)
Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!
Mark McGraw
Mark McGraw
Owner of Sandler/Sales Engine LLC  www.salesengine.sandler.com
Mike McPeak
Mike McPeak
CRM Administrator at Hale Trailer Brake & Wheel, Inc.  haletrailer.com
Very responsive customer service. Worked through any issues I had and made sure I was 100% satisfied
Support staff was very accommodating, and even allowed me to correct and error via API after the migration was completed.
The mapping template was very confusing to me. However I will say Data2CRM turned this into a positive, by being very helpful, and in the end allowed me to create my own mapping in excel, and doing the mapping for me. Then all I had to do was confirm the final version.
Kris Borgraeve
Kris Borgraeve
Director at Digital Practice 
At https://www.digitalpractice.com.au (Marketing for Doctors) we wanted to use AgileCRM and had our database stored in Hubspot. Data2CRM Migration helped us in an afternoon and we were able to keep our marketing/sales operations going during and immediately after the migration. Great tool. Good service. Thank you.
Andrew Lowe
Marketer at CXO-Cockpit  www.cxo-cockpit.com
Data2CRM were the quickest to respond to my requests and the results are great. With quite a challenging task they delivered the finished product well under the expected time frame which was a huge plus for us.
Philippe Allot
Philippe Allot
CEO at ORDINAL Software  www.ordinal.fr
Exhaustive migration of a complex CRM database
The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information since a long period.
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.
Reem Aljamel
Reem Aljamel
TDM Group  www.tdmgroup.net
John Pickering
John Pickering
Group Marketing Manager at Accident Exchange Group Plc  www.accidentexchange.com
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.
Cristian Quinteros
Cristian Quinteros
Partner & Senior Salesforce Consultant at CRM Tutor Inc.   crmtutor.com
I wanted to take this time to thank everyone for their help getting this done. I know we struggled throughout this project as we were learning each others processes.
Having said that, overall I've been happy with the overall effort and the end result from your team.
We would like to continue to work with you in the future for our other clients....we can leverage what we've learned from this project about each other to improve processes/setup/communication between our teams on future projects.
Jesse To
Jesse To
IT Consultant at Information Technology and Services 
"I sent them a database and they put it into my system for me. It was very hands off, and painless."
Professional and easy to work with it. I would use this time and time again. I've done a lot of manual data migrations myself over the years, but times have evolved and it's best to go with someone who knows all the data mapping so nothing is missed. They focus on these products and are great!
Overall: Recovered lost data on a broken CRM system.
Cody Jones
Cody Jones
IT Manager at GRC Solutions  www.grcrisksolutions.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.
Certainly the best solution have used in decades. 100% automated data migration.
Jorgen Schvaneveldt
Topjob Asphalt  topjobasphalt.com
Marcel Odiboh
Marcel Odiboh
Head, IT at CWG PLC   cwg-plc.com
I was pleasantly surprised throughout the process.
Philip Kramer
Philip Kramer
Salesforce implementation consultant  nuageexperts.com
You guys did a good job, for a very reasonable price. Thanks!!
No time to perform migration on your own?
Our techs will do everything for you!
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