Zoho CRM Migration

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

Start Free Sample Import See more details
What you may migrate
List of supported objects & 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

Supported objects

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

Zoho CRM object Name From Zoho CRM To Zoho CRM

Accounts

 Self Service Migration Self Service Migration

Attachments

 Self Service Migration Self Service Migration

Calls

 Self Service Migration Self Service Migration

Campaigns

 Self Service Migration Self Service Migration

Cases

 Self Service Migration Self Service Migration

Comment

 Custom Migration Custom Migration

Contacts

 Self Service Migration Self Service Migration

Email

 Custom Migration Custom Migration

Events

 Self Service Migration Self Service Migration

Invoice

 Custom Migration Custom Migration

InvoiceItem

 Custom Migration Custom Migration

Leads

 Self Service Migration Self Service Migration

Meeting

 Custom Migration Custom Migration

Notes

 Self Service Migration Self Service Migration

Potentials

 Self Service Migration Self Service Migration

Order

 Custom Migration Custom Migration

OrderItem

 Custom Migration Custom Migration

Post

 Custom Migration Custom Migration

PriceBook

 Custom Migration Custom Migration

Products

 Self Service Migration Self Service Migration

Project

 Custom Migration Custom Migration

Quotes

 Self Service Migration Self Service Migration

QuoteItems

 Self Service Migration Self Service Migration

Tags

 Self Service Migration Self Service Migration

Tasks

 Self Service Migration Self Service Migration

Users

 Self Service Migration Self Service Migration
Show More

I Wish to Migrate

Select your current CRM type from the list.
Select your future CRM type from the list.
Start Free Sample Import See more details

Two Ways to Complete Your Data Migration

Depending on your time and budget, you may select
the most comfortable way for you

Custom Migration Service

Any CRM Platforms. Any objects 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 objects

Ensure the swift and secure data import of any CRM objects.

  • 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.

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.
Investigate and analyze your data migration requirements with the help of our techs.
Get the essential information and main steps of your data import.
Evaluate your CRM migration details and allow us to run the Full migration to the desired CRM.
Buy package

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

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 objects You Want to Migrate

After defining the existing and future CRM details, select the object you want to migrate. Check the boxes and activate the objects 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 objects 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.

Start Free Sample Import

Video Tutorial in Just Five Minutes

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 to

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 object
If you don't know the number of CRM records, talk to our expert and get a personal calculation.
Get Estimates

Please, provide a valid e-mail to get estimates and a free e-book.

Automated Migration Price

Contact Us

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

Contact Us

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

Custom Migration Quote

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 records es 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

Great service with even greater customer service. Couldn’t be happier, the team over there are top-notch. Ease of use Consistent delivery of the product. Time from start to implementation should be communicated on the front end to set expectations.

Ryan McConville, President Marketing and Advertising

Why wait? Don’t code it yourself. Pay the cost and use Data2CRM they are the best! Easy to use, great support. Does what it says it will. If you are not technically savvy support will be required.

Onur Ibrahim, MD Marketing and Advertising

A migration between CRM is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned my migration myself and they were ready to help me when I couldn’t figure some parts out myself. The representative was very helpful and friendly. Overall a great experience for a migration which use to keep me up at night!

Alexandre Gaudelet, CEO at Hospitality firm

“Unbeatable service with data accuracy to match!”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. Good service is hard to come by in business, especially when you are trialing or sampling software. 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 me buy!! highly recommend. This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on. It’s hard to find anything I’m not happy with.

Matt Ekstrom, Director of Sales Operations at ClearVoice

“Amazing!”
Overall: Converting data from one CRM to another.
Pros: Migrating data can be tricking Data2CRM is both easy to use, accurate and the support when you need it is fantastic! I can’t say enough positive things about the experience. I’ve used them twice.
Cons: Nothing. I really don’t have anything negative to say.

Mark McGraw, Professional Training & Coaching

These guys are AWESOME! Their software is easy to use and very reliable (I've used them more than once with great results). Their service is also outstanding. They all have a fast response time and often email me about suggestions before I get to them. I'm a fan!

Mark McGraw, Sales coach and Owner of Sales engine, LLC

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

Matt Eierweis, Sales / Operations at The Solar Power Co

We reviewed the migration (Salesforce Sandbox to Salesforce - editor) last week. Everything is fine for us! Thank you very much.

Benjamin Bouet, Sales and Support Administrator at ViaDialog - Customer Interactions Management

Easy migration with support for the difficult parts. It was easy to transfer and I transferred most of my data easily. It was done quickly (less than a few minutes)

Maximilien Cost, Managing Director at Brainet

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!

Mark McGraw, Owner of Sandler/Sales Engine LLC

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.

Mike McPeak, CRM Administrator at Hale Trailer Brake & Wheel, Inc.

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

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.

Andrew Lowe, Marketer at CXO-Cockpit

Exhaustive migration of a complex CRM database. The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information for a long period.

Philippe Allot, CEO at ORDINAL Software

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.

Reem Aljamel, TDM Group
Previous
Next

No time to perform migration on your own?

Our techs will do everything for you!

Get Custom Migration Service

Try free sample import with the robust wizard!

No risk. No credit card. No tech skills required.

Start Free Sample Import

Information

Resources

Support Center

Legacy

For partners

captera
Trujay
By visiting our website you consent to our use of Cookies and agree to the Terms of Use. Please contact us if you would like to change preferences regarding our Cookies Policy or update/delete your personal data that we collect.
© 2020 Trujay. All rights reserved
Video

Watch this video

That explains the migration process

To continue using this website, you have to allow cookies in accordance with our Cookie Policy.

×