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SugarCRM is a powerful customer relationship management solution for large enterprises as well as mid-sized businesses. Being fully equipped with robust sales and marketing instruments your team may easily engage the new prospects and provide a personalized support to your newly-backed and standing customers. The tandem of ultifunctional features and intuitive interface simply increases the productivity of every member as well as allows you to get the higher ROI.

What data I can migrate?

SugarCRM Modules From To
EmployeesFirst name, last name, title, department, phone numbers, address details, employee status, email address, email addressSupportedSupported
LeadsDescription, 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 descSupportedSupported
ContactsFirst name, last name, description, title, department, phone numbers, address details, lead source, sync to Outlook®, related accountSupportedSupported
EventsSubject, description, parent_type parent_id contact_id, date, ownerSupportedSupported
EmailsSender, recipient, status, date of creation, sending, and modification, parent_type parent_id, ownerSupportedSupported
OpportunitiesName, description, type, amount, currency, expected clode date, next step, sales stage, lead source, probability, assigned employee, account name, campaignSupportedSupported
AccountsName, description, type, industry, fax, billing address, ownership, employees, ticket symbol, shipping addressSupportedSupported
TasksSubject, description, status, due and start date, contact name, priority, related contact, assigned owner SupportedSupported
NotesSubject, description, contact name, parent name, assigned user id, assigned user nameSupportedSupported

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.

SugarCRM Modules From To
Notes open text field with the short information that describes certain activity Supported Supported
Attachments documents that may be accossiated with peculiar module Supported Supported
Custom fields non-default field that is created to meet business requirements to the full Supported Supported
Emails assigned activities to the company members associated with the peculiar clients Supported Supported
Other Modules a set of companies or departments contact details and other related data Supported Supported
Modules and fields mapping may vary accordingly to your demands and business need, just request a demo migration and point out required peculiarities of data transfer.

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 SugarCRM

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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SugarCRM is a trademark of SugarCRM, Inc.

What our clients say

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

Excellent CRM Migration Tool

Data2CRM migration was an easy and simple to use tool, which allowed CDSM to reduce the amount of time staff spent setting up a new internal marketing infrastructure. The migration took minutes, and was done in the background of our marketing staff’s other work. We easily saved up to 7 days’ worth of manpower using the tool.

Tom Coleman

Marketing Executive of www.cdsm.co.uk

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 of www.cloudstratagem.com.au

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

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SugarCRM is a trademark of SugarCRM, Inc.