Go to Wizard and start one-page sample migration right away. Specify your existing and future CRMs and provide required credentials. Provide email and start free Sample migration.
Notice. At the very first time, your data fields will be mapped automatically according to the most common logic.
If you are satisfied, choose an insurance plan and proceed with full migration.
In case something went wrong, you want to change migration options and set up mapping by your own, press "Change options". Here you can change a mapping by yourself. Please choose data fields to migrate or uncheck unneeded ones, match CRM Users, and modules to set up relationships between them.
Data fields may differ in your existing and future CRM platforms, and the service allows you to map the items by selecting the available options or skipping the migration of the field. Additionally, you will get the notifications about the unmapped data.
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