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SugarCRM on-premise is a perfect solution for companies who take care of business security and data protection. Handling the support issues yourself, you'll get a completely sheltered environment for building company-customer bridges. Apart from this, SugarCRM provides you with the rich set of features that allows you to uncover all your company potential - sales and marketing abilities.

What data I can migrate?

SugarCRM On-Premise 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
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

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 On-Premise 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.

Estimate Your Own Migration Price

I want to migrate

Total count: 500

Additional entities
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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 On-Premise is a trademark of SugarCRM, Inc.

What our clients say

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

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

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

Recently we decided to switch from Zoho CRM to vTiger so that we would have more freedom with customizing the CRM to our needs. However have used Zoho for almost a year already we had a large amount of data that required migrating. In addition to the migration, we had customization project occurring in parallel. In order to help things along we used Data2Crm to manage our migration from start to finish. Projects of this size are never flawless, but when the issue occurred the project manager handled them quickly, efficiently and professionally. I would highly recommend Data2CRM for any CRM migration project.

Kevin Carpenter

Carpenter Systems LLC

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SugarCRM is a trademark of SugarCRM, Inc.