If you want to improve the business processes and migrate to Zoho CRM, we can help you perform the CRM data import
List of supported Modules & Records in Zoho CRM
Short and illustrated user guide to migrate Zoho CRM to or from another CRM
Find the cost of your automated or custom migration service
Modules and fields mapping may vary according to your demands and business needs
| Zoho CRM module name | From Zoho CRM | To Zoho CRM |
|---|---|---|
UsersFirst name, last name, phone numbers, address details, role, email, website | Automated migration | Custom Migration |
LeadsDescription, first name, last name, title, phone numbers, fax, email, address details, website, lead status, lead source, industry | Automated migration | Automated migration |
ContactsFirst name, last name, description, title, department, address details, phone numbers, email, sync to Outlook®, related account | Automated migration | Automated migration |
AccountsName, description, account type, industry, fax, billing address details, phone, employees, ticket symbol, related account name | Automated migration | Automated migration |
ProductsOutputs of a company | Automated migration | Automated migration |
Quotes, Quote itemsQuotes | Automated migration | Automated migration |
EventsLocation, subject, description, start date, end date, duration, time of creation and modification, parent type, parent id, owner user id | Automated migration | Automated migration |
Callsinbound and outbound calls received from leads and customers, call duration, date and time of calls, notes, etc | Automated migration | Automated migration |
Tagsinformation related to certain | Automated migration | Automated migration |
NotesNote, created date, parent type, parent id, parent name, owner user id, creator name | Automated migration | Automated migration |
Campaignsprojects, tasks, teams | Automated migration | Automated migration |
Potentialsinformation about business deals with a customer or organization | Automated migration | Automated migration |
Tasks, CasesSubject, description, status, due date, priority, task owner | Automated migration | Automated migration |
AttachmentsAttachments | Automated migration | Automated migration |
Depending on your time and budget, you may select
the most comfortable way for you
Any CRM Platforms. Any modules. Any conditions.Our techs will do everything for you!
Migrate your Zoho CRM data fast and conveniently with robust migration wizard. No risk. No tech skills required.
We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.
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.
Ensure the swift and secure data import of any CRM modules.
Accounts
Opportunities
Notes
Events
Contacts
Emails
Tasks
Meetings
Calls
Products
Leads
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
Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.
"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.
You guys did a good job, for a very reasonable price. Thanks!!
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.
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.
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.
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.
You guys did a good job, for a very reasonable price. Thanks!!
[vc_row][vc_column][vc_column_text]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[/vc_column_text][/vc_column][/vc_row]
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).
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.
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.
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.
"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.
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
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.
Real testimonials from real clients
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
