List of supported Modules & Records in Vtiger
Short and illustrated user guide to migrate Vtiger 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 Modules | Vtiger Modules | ||
|---|---|---|---|
Accounts | Organizations | ||
Attachments | Attachment | ||
Calls | Calls | ||
Campaigns | Campaigns | ||
Cases | Cases | ||
Comment | Comments | ||
Contacts | Contacts | ||
Emails | |||
Events | Group Events | ||
Invoice | Invoices | ||
InvoiceItem | Line Items | ||
Leads | Leads | ||
Meeting | Meetings | ||
Notes | Note | ||
Potentials | Opportunities | ||
Products | Products | ||
Project | Projects | ||
Quotes | Quotes | ||
QuoteItems | Line Items | ||
Tags | Tag | ||
Tasks | Tasks | ||
Users | Users | ||
| and other modules | |||
Depending on your CRM platform some of the mentioned above modules may need personal approach for the successful data migration
The primary focus of this page is to deliver you a brief review on Zoho CRM to Vtiger migration. Here you will find out which modules can be migrated with automated data switch mode and estimate price for the transfer. As well, we will teach you the essential actions before, during and after the migration from Zoho CRM to Vtiger. Our step-by-step tutorial will explain you how to move the CRM records smoothly and without any manual work.
Besides, we will show you how to get benefit from migrating to Vtiger using Data2CRM and choose the most suitable import plan to satisfy your business requirements. So, consider the following approaches to choose:
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 Vtiger 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.
"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.
The initial transfer from salesforce to Bitrix24 was problematic, however the team at Data2CRM took the time to make it right and they did it quickly. I would absolutely recommend their serves!!
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.
We are more than glad to find data2crm in our web search, they help us a lot migrating all the info from our old CRM to the new one, despite some issues we found (which is totally normal in this kind of jobs) they were supporting us until work was completed successfully, thanks a lot guys!!!
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)
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.
Find out how much to data migration costs.
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.
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 ImportWe'll migrate all selected modules, and you may set additional requirements.
Buy Custom Migration More...Irene will help you.
Please note: the prices are approximate.
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
