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SugarCRM Migration

In case you want to improve the business processes and
migrate to SugarCRM, we can help you perform the CRM data import

What you may migrate

List of supported Modules & Records in SugarCRM

Discover how it works

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

SugarCRM migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

Start a Chat Schedule a Call

Supported modules

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

SugarCRM module name From SugarCRM To SugarCRM

Employees

First name, last name, title, department, phone numbers, address details, employee status, email address, email address
Automated migrationAutomated migration

Leads

Description, first name salutation, first name, last name, title, department, 'do not call' field, phone numbers, address details, website, referred by, status, opportunity amount, status desc, lead source and its desc
Automated migrationAutomated migration

Contacts

First name, last name, description, title, department, phone numbers, address details, lead source, sync to Outlook®, related account
Automated migrationAutomated migration

Accounts

Name, description, type, industry, fax, billing address, ownership, employees, ticket symbol, shipping address
Automated migrationAutomated migration

Meetings

open, upcoming, or closed meeting records logged by users in your organization
Automated migrationAutomated migration

Calls

inbound and outbound calls received from leads and customers, call duration, date and time of calls, notes, etc
Automated migrationAutomated migration

Notes

Subject, description, contact name, parent name, assigned user id, assigned user name
Automated migrationAutomated migration

Opportunities

Name, description, type, amount, currency, expected clode date, next step, sales stage, lead source, probability, assigned employee, account name, campaign
Automated migrationAutomated migration

Tasks

Subject, description, status, due and start date, contact name, priority, related contact, assigned owner
Automated migrationAutomated migration

Attachments

Attachments
Automated migrationAutomated 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 SugarCRM 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 data from/to any CRM software with the help of Custom Migration Service.

wizard mapping
wizard mapping

Any modules

Ensure the swift and secure data import of any CRM modules.

Any conditions

Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.

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.

Klaus Schipper

First: Sorry for my English! I tested Bitris24 and I have written many contacts into the database. now I was making my own company, I needed a new account with a new name. So my problem was to migrate the data from one account to the new one. The demo migration was very easy, but I thought I make a mistake. The team from Data2CRM call´s me from the USA to Germany (several times) and then they have done the work for me. A very great und successful job and I paid only a little money. Thanks to the team of Data2CRM. You have saved my work!

Klaus Schipper, www.unsere-medizintechnik.de

Barney Smith

The team were extremely helpful. I had a small problem in the migration, which they were quick to spot and worked rapidly to resolve. They did not stop until it was fixed and they were very responsive. Im very impressed with the tool and their support.

Barney Smith, www.inproc.co.uk

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.

1

Request a call (or mail us) and clarify all necessary data about the CRM transfer.

2

Investigate and analyze your data migration requirements with the help of our techs.

3

Get the essential information and main steps of your data import.

4

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
John Conway

Alex and Lucy made the process easy to understand and painless. We are not a large company but our Highrise account was not set up properly and the migration process was a bit involved. In fact, I didn't even realize how involved it was until Lucy took the time to go over each and every aspect of the migration and together we identified a few issues that required some special attention. Lucy was great and made suggestions that made the entire process go smoothly. Communication was great and very responsive. I would highly recommend Data2Migration to anyone looking to migrate from Highrise to Salesforce!

John Conway, edgelearningcommunity.com

Stephanie Yao

It's pleasant to work with data2crm. Although there have been some accidents which triggered it took more time than expected to complete, we are still satisfied with the final result. Their staff are patient and professional.

Stephanie Yao, Cloud Stratagem Pty Ltd, www.cloudstratagem.com.au

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.

Artem Lebedev

We used Data2CRM for moving our business data to a new CRM system. The migration was simple, fast and effortless, that helped us to save lots of time and expenses. Many thanks to all Data2CRM team, we got a great assistance and high quality service in general.

Artem Lebedev, Executive Director, www.yaware.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 or to SugarCRM

Estimate Your Own Migration Price

Find out how much Salesforce to data migration costs.

I wish to migrate: Don't know how to check a number of entities on your Salesforce? Look through our FAQ.

Additional entities
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

We won't migrate Attachments in Automated Migration

Start free Demo Migration

Custom Migration Price

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

Buy Custom Migration

Need to talk with an expert?

Irene will help you

Schedule a Call Start Online Chat
Get New Estimates
Get Estimates

What our clients say

Real testimonials from real clients

Alex and Lucy made the process easy to understand and painless. We are not a large company but our Highrise account was not set up properly and the migration process was a bit involved. In fact, I didn’t even realize how involved it was until Lucy took the time to go over each and every aspect of the migration and together we identified a few issues that required some special attention. Lucy was great and made suggestions that made the entire process go smoothly. Communication was great and very responsive. I would highly recommend Data2Migration to anyone looking to migrate from Highrise to Salesforce!

John Conway

edgelearningcommunity.com

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!!!

Alejandro Migliora

www.amxsolutions.com

We used Data2CRM for moving our business data to a new CRM system. The migration was simple, fast and effortless, that helped us to save lots of time and expenses. Many thanks to all Data2CRM team, we got a great assistance and high quality service in general.

Artem Lebedev

Executive Director of www.yaware.com

All testimonials
No time to perform migration on your own?
Our techs will do everything for you!
Get Custom Migration Service
Try free demo migration with robust wizard!
No risk. No credit card. No tech skills required.
Start Free Demo Migration

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Still have some questions? Let us know when it is good time for you to discuss how Data2CRM.Migration can GREATLY HELP to achieve your goals

SugarCRM is a trademark of SugarCRM, Inc.