What you may migrate
List of supported Modules & Records in vTiger
Discover how it works
Short and illustrated user guide to migrate vTiger to or from another CRM
vTiger migration price
Find the cost of your automated or custom migration service
Need to talk with an expert?
Schedule a CallWhat data I can migrate from Zoho CRM to vTiger?
Modules and fields mapping may vary accordingly to your demands and business needs
Zoho CRM Modules | vTiger Modules | ||
|---|---|---|---|
Users | Users | ||
Leads | Leads | ||
Contacts | Contacts | ||
Products | Products | ||
Events | Group events, Cases | ||
Meetings | Meetings | ||
Emails | Emails | ||
Calls | Calls | ||
Tags | Tags | ||
Notes | Comments, Invoices | ||
Campaigns | Projects | ||
Potentials | Opportunities | ||
Tasks | Tasks | ||
Attachments | Attachments | ||
| and other modules | |||
Data2CRM offers you to
- Migrate custom fields automatically
- Preserve the relations between the records
- Map the users and create the new ones automatically
- Correlate the values of drop-downs
Additional services
- Migrate any modules including the custom ones
- Perform data filtering
- Manage other specific requirements
Please note
Depending on your CRM platform some of the mentioned above modules may need personal approach for the successful data migration
Brief Intro
On this page, you can find an essential information about the Zoho CRM to vTiger data migration and get useful insights on actions before, during and after the transfer. This instruction can help you to switch CRM records smoothly and with no labor waste. As well, it will exclude the worries about the data loss or other issues.
Do not forget to provide the preparation stages for the successful Zoho CRM to vTiger data transfer:
- perform the data cleansing,
- let your employees know about the upcoming CRM switch to vTiger
- find out the beneficial features of our service for an automated data migration
- select the most suitable migration plan.
The chosen method depends on the amount of CRM records, modules and customizations you wish to migrate from Zoho CRM. So, pay attention to the following approaches:
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 vTiger 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.
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
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
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
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, Managing Director at Brainet
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.
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.
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.
I engaged with data2crm after having severe difficulties with migrating Highrise notes over to Salesforce and with no success at finding the solution. We have just had the success of migrating over 12,000 notes to Salesforce. I cannot thank the data2crm team enough. From the Relationship manager to the developers who put their very best efforts into the task, and with great success. I can recommend the company as professional, efficient and friendly. Thanks, guys!
Marianne Jacobson, www.datacenterdynamics.com
How it Works
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).
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.
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.
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.
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
Estimate Your Own Migration Price
Find out how much to data migration costs.
I Wish to MigrateDon't know how to check a number of entities on your ? Look through our FAQ.
Additional entities
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
Contact UsAll 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 MigrationCustom Migration Price
Contact UsWe'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.
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.
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
- 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
Network Security Layer
- network firewalls
- DDoS preventions
- network posture assessment
Application Security Layer
Security Audits
What our clients say
Real testimonials from real clients
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.
The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information since a long period.
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.
