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Zoho CRM Migration

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

Start Free Demo Migration     or See more details →
What you may migrate How it works Migration price Start Free Demo Migration

What you may migrate

List of supported Modules & Records in Zoho CRM

Discover how it works

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

Zoho CRM migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

Start Online Chat Schedule a Call

Supported modules

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

Zoho CRM module name From Zoho CRM To Zoho CRM

Users

First name, last name, phone numbers, address details, role, email, website		Automated migrationAutomated migration

Leads

Description, first name, last name, title, phone numbers, fax, email, address details, website, lead status, lead source, industry		Automated migrationAutomated migration

Contacts

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

Accounts

Name, description, account type, industry, fax, billing address details, phone, employees, ticket symbol, related account name		Automated migrationAutomated migration

Products

Outputs of a company		Automated migrationAutomated migration

Events

Location, subject, description, start date, end date, duration, time of creation and modification, parent type, parent id, owner user id		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

Note, created date, parent type, parent id, parent name, owner user id, creator name		Automated migrationAutomated migration

Tasks

Subject, description, status, due date, priority, task owner		Automated migrationAutomated migration

Attachments

Attachments		Automated migrationAutomated migration

I Wish to Migrate

Select your current CRM type from the list.
Select your future CRM type from the list.
Start Free Demo Migration     or     See more details

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 Zoho CRM 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

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

Tom Coleman

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, www.cdsm.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.

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.
Custom Migration Check     or  Read more about Automated Migration

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

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, www.15minPhoto.com

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.

Cody Jones

"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, IT Manager at GRC Solutions, www.grcrisksolutions.com

Start Free Demo Migration     or  Read more about Custom Migration Service

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 Zoho CRM or to Zoho CRM

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 MigrateDon'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 investigation of the current and future CRMs' peculiarities.
Get New Estimates
Get New 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

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 of www.catalystica.com

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

Helpful, professional, accurate changeover of CRM data.
Pros
+ Supported many additional requests
+ Great customer service and Alex / Lucy were nice to work with
+ Accurate
Cons
+ Time zone difference made it tough to communicate in real-time
+ Could have been faster

Peter Nulsen

www.generatecapital.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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