UPilot Migration

If you want to improve the business processes and migrate to UPilot, we can help you perform the CRM data import

What you may migrate

List of supported Modules & Records in UPilot

Discover how it works

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

UPilot migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

Schedule a Call

Supported modules

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

UPilot module name From UPilot To UPilot

Accounts

Custom Migration Custom Migration

Attachment

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Call

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Campaign

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Case

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Comment

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Contact

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Email

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Event

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Invoice

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InvoiceItem

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Lead

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Meeting

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Note

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Opportunity

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Order

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OrderItem

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Post

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PriceBook

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Product

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Project

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Quote

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QuoteItem

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Tag

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Task

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User

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I Wish to Migrate

Select your future CRM type from the list.

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.

Our Clients About Us

Declan Clancy

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

Matt Byrom

The team was very helpful with our migration from Hubspot to Salesforce. There was a lot of data to move and the team were careful to understand what we wanted and support us through the migration. They were quick to respond and get the migration done on time as planned.

Matt Byrom, Managing Director, www.4040media.com

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 Sample Import to check the service in action and launch a CRM data transfer automatically.

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

I performed a migration from Insightly to HubSpot CRM a few days ago, and after testing a few times, the migration went well. Thanks!

, CEO at Catalystica Ltd, www.catalystica.com

Kris Borgraeve

At https://www.digitalpractice.com.au (Marketing for Doctors) we wanted to use AgileCRM and had our database stored in Hubspot. Data2CRM Migration helped us in an afternoon and we were able to keep our marketing/sales operations going during and immediately after the migration. Great tool. Good service. Thank you.

Kris Borgraeve, Director at Digital Practice

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 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 Sample Import

Start a free Sample Import 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, and attachments together with relations between the records.

If you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Sample Import.

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, and get down to running your business more efficiently with the new CRM solution.

Estimate Your Own Migration Price

Find out how much to data migration costs.

Select your current CRM type from the list.

I Wish to MigrateDon't know how to check a number of entities on your ? Look through our FAQ.

Additional entities
If you don't know the number of CRM records, talk to our expert and get a personal calculation.
Please fill in the required field
Please fill in the required field
Please fill in the required field
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 Sample Import

Custom Migration Price

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

Buy Custom Migration More...

Need to talk with an expert?

Irene will help you.

Schedule a Call

Please note: the prices are approximate.

  • For an Automated Migration, you will get an exact cost estimate after the Sample Import as we count a number of your entities automatically
  • For the Custom Migration - an exact cost of data import will be provided after the investigation of the current and future CRMs' peculiarities.
Get New Estimates
Get New Estimates

Data Security is 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. They include:
  • High-security video-monitored around the 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 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

Matt Eierweis
Matt Eierweis
Sales / Operations at The Solar Power Co  www.solarpowerauthority.com

This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on.

The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress-free and simple.

She was not interested in trying to make my purchase, she helped me navigate the software so I could see the power of how it worked - that made my buy!!

highly recommend

Benjamin Bouet
Sales and Support Administrator at ViaDialog - Customer Interactions Management  www.viadialog.com
We reviewed the migration (Salesforce Sandbox to Salesforce - editor) last week. Everything is fine for us!Thank you very much.
Easy migration with support for the difficult parts
It was easy to transfer and I transfered most of my data easily. It was done quickly (less than a few minutes)
Maximilien Cost
Maximilien Cost
Managing Director at Brainet 
Mark McGraw
Mark McGraw
Owner of Sandler/Sales Engine LLC  www.salesengine.sandler.com
Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!
Mike McPeak
Mike McPeak
CRM Administrator at Hale Trailer Brake & Wheel, Inc.  haletrailer.com
Very responsive customer service. Worked through any issues I had and made sure I was 100% satisfied
Support staff was very accommodating, and even allowed me to correct and error via API after the migration was completed.
The mapping template was very confusing to me. However I will say Data2CRM turned this into a positive, by being very helpful, and in the end allowed me to create my own mapping in excel, and doing the mapping for me. Then all I had to do was confirm the final version.
Kris Borgraeve
Kris Borgraeve
Director at Digital Practice 
At https://www.digitalpractice.com.au (Marketing for Doctors) we wanted to use AgileCRM and had our database stored in Hubspot. Data2CRM Migration helped us in an afternoon and we were able to keep our marketing/sales operations going during and immediately after the migration. Great tool. Good service. Thank you.
Andrew Lowe
Marketer at CXO-Cockpit  www.cxo-cockpit.com
Data2CRM were the quickest to respond to my requests and the results are great. With quite a challenging task they delivered the finished product well under the expected time frame which was a huge plus for us.
Exhaustive migration of a complex CRM database
The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information since a long period.
Philippe Allot
Philippe Allot
CEO at ORDINAL Software  www.ordinal.fr
Reem Aljamel
Reem Aljamel
TDM Group  www.tdmgroup.net
I was very impressed with how quick and efficient the whole process was. Their customer service answered all of our questions we had and ensured any of our requirements and specifications were met.
The whole process was smooth and fast. They saved us a lot of time and made it way easier for us.
John Pickering
John Pickering
Group Marketing Manager at Accident Exchange Group Plc  www.accidentexchange.com
Supportive on Live chat...excellent product, just have to realise that these crms arent designed to talk to one another, what they do is a convenience.
Cristian Quinteros
Cristian Quinteros
Partner & Senior Salesforce Consultant at CRM Tutor Inc.   crmtutor.com
I wanted to take this time to thank everyone for their help getting this done. I know we struggled throughout this project as we were learning each others processes.
Having said that, overall I've been happy with the overall effort and the end result from your team.
We would like to continue to work with you in the future for our other clients....we can leverage what we've learned from this project about each other to improve processes/setup/communication between our teams on future projects.
Jesse To
Jesse To
IT Consultant at Information Technology and Services 
"I sent them a database and they put it into my system for me. It was very hands off, and painless."
Professional and easy to work with it. I would use this time and time again. I've done a lot of manual data migrations myself over the years, but times have evolved and it's best to go with someone who knows all the data mapping so nothing is missed. They focus on these products and are great!
Overall: Recovered lost data on a broken CRM system.
"Difficult migration made easy"
Tailored assistance through a difficult mapping from Dynamics to Zoho CRM. They were able to deal with all mappings we threw at them.
Cody Jones
Cody Jones
IT Manager at GRC Solutions  www.grcrisksolutions.com
Jorgen Schvaneveldt
Topjob Asphalt  topjobasphalt.com
Certainly the best solution have used in decades. 100% automated data migration.
Marcel Odiboh
Marcel Odiboh
Head, IT at CWG PLC   cwg-plc.com
I was pleasantly surprised throughout the process.
No time to perform migration on your own?
Our techs will do everything for you!
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Try free sample import with the robust wizard!
No risk. No credit card. No tech skills required.
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