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Salesforce to Insightly Migration

Data2CRM migration SaaS solution provides you with the precise and extremely quick data migration from Salesforce to Insightly CRM software in a matter of a few minutes. Being designed to make your CRM import simple and hassle-free, this automated utility imports CRM data promptly to your new customer relationship management system.

What data I can migrate from Salesforce to Insightly?

Salesforce Modules
UsersFirst name, last name, title, phone numbers, address details, role, date of creation, date of last modificaton, email
LeadsDescription, first name, last name, title, phone number, fax, email, address details, website, lead status, source, industry, lead owner
ContactsDescription, first name, last name, title, department, phone numbers, email, address details
EventsLocation, subject, description, start date, end date, access, date of creation and modification, parent type, parent id, contact id, owner id
OpportunitiesName, description, type, amount, close date, next step, stage, lead source, probability, opportunity owner, date of creation, date of last modification
AccountsName, description, type, industry, fax, address details, phone, website, ownership, employees , ticker symbol, shipping address details, related contact
TasksSubject, description, status, due date, name of the contact, priority, related account, related opportunity, related user
NotesTitle, body, created date, modified date, parent type, parent id, parent name
Insightly Modules
UsersFirst name, last name, contact name, email
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

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.

Salesforce 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
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

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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Salesforce is a trademark of Salesforce.com, inc.
Insightly is a trademark of Insightly, Inc.

What our clients say

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

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

Easy to use and great support and services!

Stefan Hougardy

www.carbu.be

Helpful, professional, accurate changeover of CRM data.
Pros
+ Supported many additional requests
+ Great customer service and Alex / Lucy were nice to work with
+ Accurate
Cons
+ Time zone difference made it tough to communicate in real-time
+ Could have been faster

Peter Nulsen

www.generatecapital.com

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