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Easy migration from SugarCRM to Insightly

Check details for migration

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

What data I can migrate from SugarCRM to Insightly?

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

SugarCRM Modules
Insightly Modules

Employees

Users

Leads

Leads

Contacts

Contacts

Accounts

Organization

Events

Events

Meetings

Meetings

Calls

Calls

Notes

Notes

Opportunities

Opportunities

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

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 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 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

Matt Stiller

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

Raja Abbas

Great company, great support They continued to stay in touch with us throughout the migration process and after. Thank You

Raja Abbas, Marketing Manager, Computronix

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
Ken Adams

To start with, working with Alex on the initial quote for the project went great. Lucy and migration team were easy to work with and made sure our data import went smoothly.

Ken Adams, netsapiens.com

Thomas Poscher

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

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.

Thomas Poscher

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

Estimate Your Own Migration Price

Find out how much to data migration costs.

Select your current CRM type from the list.
Select your future CRM type from the list.

I wish to migrate: Don't know how to check a number of entities on your ? 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

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

Need to talk with an expert?

Irene will help you

Schedule a Call Start Online Chat

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 invistigation of the current and future CRMs' pecularities.
Get New Estimates
Get 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

Wow, really nice service. I was testing two CRM systems Insightly and Vtiger, just getting to the tough bit of transferring my data when I came accross data2crm. Click Click boom, job done, zero pain. Thanks data2crm and Alex who was super helpful on their on-line chat system.

Declan Clancy

www.15minPhoto.com

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

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

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