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FAQ

Act!

How can I find a number of Act! CRM records?

To find out a number of your Act! records, sign in to your account and choose the module you want to verify the records of. For instance, click ‘Contacts’. You will be able to see a total amount of people in the middle of your page layout.

2

Then, you may count other records in the same way and estimate the price of CRM data migration by using Data2CRM calculator.

 

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How to backup the Act! Database?

If you want to perform a backup of Act! database, consider the following actions to take:
  1. Sign in to your database as an administrator user.
  2. Go to “File”, press “Back Up” and choose “Database.”11
  3. Click “Browse” to find a location you want to save the records.act! backup
  4. Provide a name (if desired). Then, click “Save.
  5. Decide whether you want to include attachments by either setting Include Attachments Checkbox to checked or not checked.
  6. Press “OK” to start backing up the next items into a .ZIP file:
    • The Database
    • Attached Documents (if included in step 5)
    • Layouts
    • Document Templates
    • Report Templates
    • Saved Queries.
7. When you see the confirmation window, press “OK” to complete the backup process.

All-in-One Migration Packages

Do you provide refunds in case Support Service Package doesn’t work out?

Support Service Packages requests are non-refundable.However, you shouldn’t worry about the migration failure. The process is performed by highly qualified team of technical engineers, which guarantees successful Migration results. For more information about Support Service Packages, visit this page http://www.data2crm.com/migration/support-service-plans.

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AppShore

How can I find a number of AppShore CRM records?

In order to count your AppShore records, go to the dashboard and select a module you are interested in, e.g. leads. Click ‘Leads’ on the left corner of the page layout. You will get the exact amount of records on the right.

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Use the same instructions to count a total amount of other records. Check out Data2CRM calculator to estimate the price of data transferring.

 

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Apptivo

How can I find a number of Apptivo records?

 

To find the exact number of your records, login your Apptivo profile and choose module you want to count. For example, ‘Leads’. After that, go to CRM drop-down menu and click a chosen entity.

2

2. In order to count an amount of leads, just check the box and you will see the total number records.

3

Now, you are ready to estimate the price of CRM data migration. Please, use Data2CRM calculator as a help.

 

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Base CRM

How can I find a number of Base records?

Follow the instruction to figure out where to look for Base records number:

  1. Sing into Base account and click on the module you want to count. For example, press ‘Contacts’ on the dashboard. In order to see a total amount of items you have, click on the box above ‘All Contacts’.

    1_002

    2. Now, you are able to see a total of your records.

    2015-11-17_1049

    In a similar way you may easily count the rest of your data. Then make your migration estimation, using calculator.

     

How can I find Base CRM Access Token?

To find your Base CRM Access Token, you need to click on your name in the upper right corner and choose Settings.

base-crm-access-token-1

Then, you will see a menu on the left, where you click on OAuth.

base-crm-access-token-2

On the page layout, you will see a button Add Access Token

base-crm-access-token-3

after you click on it, you will see a menu where you are asked to provide description of this Access Token and choose scopes of its further usage.

base-crm-access-token-4

Once you hit Save button, you will get your Base CRM Access Token. Make sure you copy it to your personal token, the system won’t show it again.

base-crm-access-token-5

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How can I migrate tags during the Base CRM data import?

When you decide to migrate Base tags, you can take advantage of Data2CRM Service Packages that include an opportunity to the custom migration. Our techs will use a personal approach for transferring the specific fields to the proper places.Note: In case the future CRM doesn’t include the tag modules, the Base tags will be imported to other/custom fields. 

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Billing

How can I add funds to my account?

You may add funds to your Data2CRM account in two ways:

1. Withing your dashboard.

Add Funds for Migration

2. Or just right after migration your free demo migration. You’ll be redirected to Data2CRM Secure Checkout to proceed with the payment process.

There you’ll find 2 ways for funds adding to your account to choose from – Credit/Debit Card or PayPal. In case you wish to make use of your Credit/Debit Card – fill in your Card’s number, expiration date and CVV code in the matching fields. For PayPal – you’ll be automatically switched to its official website to complete the payment procedure.

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Can I get an invoice for my CRM data migration?

Yes, Data2CRM may provide you the invoice for your data migraton. Just contact your Data2CRM account manager to get all the information.

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Do I have to pay VAT?

In accordance to international laws, every Data2CRM account refill is accompanied with tax collection. To be specific PayPro is the company that handles taxes from Data2CRM migrations. PayPro collects VAT from all EU consumers and the VAT is paid directly to the relevant national authority.

But if your company is a corporate entity and has VAT id, you don’t need to pay VAT.

For Canada, the GST and HST are collected and sent to the Canadian Government, find out more information here.

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In what case I shouldn’t pay VAT?

You do not have to pay VAT, in case your are a private individual and have a valid ID. Just enter your VAT ID in the appropriate field of the PayPro payment page. In case you have already performed the payment, just send a letter to support@payproglobal.com with your order ID and VAT ID to be refunded the tax amount

Do not have to pay VAT

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Do I need to provide my credit card details to start free demo migration?

No, you do not have to specify your credit card data to start your free Demo Migration. You just have to create your account and migrate limited amount of records to your new CRM platform.

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How can I find out a number of records in my CRM platform?

You may find out a quantity of your CRM records going to your dashboard and check out modules you want to migrate to your new CRM: leads, accounts, contacts, opportunities, and tasks.

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Do you have a free trial version?

Yes, Data2CRM provides you with the free Demo Migration and allows to transfer limited amount of records of each module to your new CRM. If you are satisfied with the results, you will be able to start full data migration.

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Can I pay with a credit card?

Yes, you can pay with all major credit cards. Check PayPro Global Payment Methods for more information.

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Can I pay with PayPal?

PayPal payment option is supported for most countries. Check the PayPro Global website for more information on this question.

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How can I pay for the migration service?

You can pay via credit card or PayPal. For more information please check the PayPro Global website.

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How much does the migration cost?

The prices for migration are flexible. The total migration cost depends only on the quantity of your CRM data in particular a number of contacts, leads, accounts, tasks, opportunities, and other records.You can calculate the exact price of your migration previously using Migration Estimator.

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Do you provide refunds for regular migrations?

Unfortunately, we don’t provide refunds for completed migrations. Thus, we strongly recommend to use the free Migration Preview or Demo Migration of limited number of items to check the results before making the payment.

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Bitrix24

How can I initiate Bitrix24 migration with Data2CRM?

Before proceeding with your Bitrix24 migration setup, previously you should install Bitrix24 application. To get started with your data transfer, just follow a few steps below:

1. Go to Bitrix24 App web page and press “Install” button:

http://www.data2crm.com/migration/wp-content/uploads/sites/3/2015/03/1-Install-Bitrix24-application.png

2. Then, provide your Bitrix24 URL in the coresponding field:

http://www.data2crm.com/migration/wp-content/uploads/sites/3/2015/03/2-Type-in-your-bitrix24-url.png

3. And click “Install” to add the application to your Bitrix24 account.

http://www.data2crm.com/migration/wp-content/uploads/sites/3/2015/03/3-Install-Data2CRM-app.png

After that, you may simply proceed with Data2CRM migration wizard – http://app.data2crm.com/ and complete migration steps.

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Where can I find a number of Bitrix24 records?

Please, follow the instruction to find out where to look for Bitrix24 CRM records number:

  1. Go to your Bitrix24 CRM dashboard.BITRIXXXXXXXXXX

  2. Choose a module you want to verify the records of. For example, you decided to check how many contacts out there.aaaaaa

  3. Scroll down, select and press on “Total: Show quantity” option.BITRIX_24

  4. You can see the exact number of your Contacts.BITRIX_24_FAQ

The few easy steps above can help you to keep track of your CRM items. Knowing the exact number of records allows you to estimate the migration process. Please, use Data2CRM calculator as a help.

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How Data2CRM handles the migration of relations in Bitrix24 system?

Data2CRM provides the migration of the following Bitrix24 relations:

Account: Contacts, Responsible person

Contact: Company, Responsible person, Deals

Lead: Responsible

Task: Creator, Parent Task, Responsible Person, Represented as a NAME in user interface

Opportunity: Company, Responsible, Contact

Get in touch with our Support Team, if you are considering of migrating more Bitrix24 relations.

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Bitrix24 oAuth token expires in a month

When you plan to migrate to Bitrix24 CRM, please make sure you’ve created the account not later than one month. This is the important issue because of the fact that Bitrix24 oAuth token expires within a month.When the token is expired, it causes an error during CRM data migration.

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bpm'online

Where I can find a number of bpm’online records?

In order to count your bpm’online CRM records, you should proceed with the following steps:

1. Go to your bpm’online dashboard, click ‘Leads’ on the menu -> ‘View’ and select ‘Set up summaries’ option.

How can you count your bpm'online records

2. Next, check the box ‘Display number of records’.

display_number_of_bpmonline_records

And you’ll see an amont of your leads. After that you should count the rest of your data following the same steps.

number_of_bpmonline_records

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Capsule

How can I find a number of Capsule CRM records?

In order to count your Capsule CRM records, you should proceed with the following steps:

  1. Go to your Capsule CRM dashboard and choose the module you want to count. For example, to know a number of people in your system. Press ‘People and Organizations’ button.  All people and organizations you obtain will be seen on the screen. Next, click ‘List’.

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    2. In drop-down box choose ‘All People’ option. Underneath, you are able to see a desired amount of records.

     2222222222222222222

    After that you should count the rest of your data following the same steps. Try out Data2CRM calculator to estimate the price of your data migration.

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How can I find out Capsule CRM API token?

In order to get your Capsule CRM API token, proceed with the following steps:– Go to your Capsule account and click ‘My Preferences’:capsule api token– Then, click on:
  1. “API Authentication Token” on the right sidebar;
  2. “Personal Access Tokens” on the left, and
  3. “Edit” after that.
capsule api token– In the opened window, you should:
  1. specify the description;
  2. make sure to tick “Create, update and delete the information from your Capsule account,” and
  3. press “Save Changes.”
capsule api token– So, copy the code, go back to the Migration Wizard and continue your data transfer.capsule api token    

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How can I migrate tags during the Capsule data import?

If you want to migrate Capsule tags during the CRM data import, Data2CRM Service Packages offer you to perform the custom migration. Our techs will apply the personal approach and move the required fields to the right places in your future CRM solution.

Note: If the desired CRM doesn’t include the tag modules, the Capsule tags will be transferred to other/custom fields.

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Close.io

How can I find Close.io CRM API key?

To find your Close.io CRM API key, you need to click on your name in the upper right corner and choose Settings

.closeio-api-key-1

Then, you will see a menu on the left, where you click on Your API Keys.

closeio-api-key-2

On the page layout, you will see a button Generate New API Key

closeio-api-key-3

click on it, and there will appear your Close.io CRM API key.

closeio-api-key-4

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CRM - Vtiger

Where Can I Find a Number of Vtiger Records?

To find the exact number of your records, login your Vtiger and go the Leads, Organizations, Contacts or Opportunities respectfully and click on the box, then you will see the total records count in the middle of the page layout.vtiger-total-count-screenshot

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How Data2CRM handles the migration of relations in Vtiger system?

Data2CRM can migrate the following Vtiger relations:

Account: Assigned To

Contact: Organization name, Assigned To

Opportunity: Assigned To, Organization Name, Contact name

Email: Parent ID, Assigned To

If you consider transfering more Vtiger relations, connect with our Support Team and get more information.

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Where I can find the access key to my Vtiger CRM On Demand?

To perform your Vtiger CRM (On Demand) migration, you should provide the access key which you’ll get following the instruction below:

  • Login to your Vtiger CRM On Demand

Log_in_to_Vtiger_CRM_on_Demand
  • Go to ‘My Preferences’ where you find the access key.

Go_to_vTiger_preferences
  • Copy and paste it in the corresponding field in the migration wizard.

vtiger-access-keyNow, you may proceed with your CRM data migrationю

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Where I can find the access key to my Vtiger CRM (open source)?

In order to perform your Vtiger migration, you should provide the access key which you’ll get following the instruction below:

  • Login to your Vtiger CRM open source

[data2crm]vtiger crm migration

  • Go to ‘My Preferences’ where you find the access key.

[[data2crm]vtiger-access-key

  • Copy it and paste in the corresponding field in the migration wizard.

[Data2CRM]Vtiger CRM Migration

Now, you may continue with your Vtiger CRM migration.

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CRM - Zoho

Where Can I Find a Number of Zoho CRM Records?

To find the exact number of your records, login your Zoho CRM and go the Leads, Accounts, Contacts, Potentials, Campaigns respectfully and click on the Total Count at the bottom of the page, then you will see the total records count of selected module.zoho-total-records-counts-creenshot

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My Zoho migration is paused. What’s the reason?

Your Zoho CRM migration is paused because of the exceedence of API limit. In accordance to your Zoho edition, you have restricted number of API requests per day and organization. That is why Data2CRM puts on hold your Zoho CRM data migration till the API requests will be updated. When number of API requests is restocked, Data2CRM automatedly will carry on the migration process at once.To find out your Zoho API request usage visit this page.

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How to check out Zoho API request usage?

In order to check out your Zoho API request usage, go to your CRM dashboard to ‘Setup’ page:Data2CRM Zoho API Request Usage Then choose ‘Developer Space’. Here you find all the required information about your Zoho API requests:Zoho API Limits Data2CRMTo handle the issue with Zoho API request limit, Data2CRM pauses the migration process and renews the process next day. So, you might be sure your Zoho migration will be flawless and effortless.

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Imprecise estimation of records during the migration from Zoho CRM

The API abilities of Zoho lack the capability of records estimation. That’s why the service can’t guarantee the accurate estimation of your records during your migration from Zoho. Please contact your account manager for figuring out the cost of your full migration.

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How can I disable Zoho two-factor authentication?

In order to disable the two-factor authentication of your Zoho CRM, proceed with the following steps:1. Go to your Zoho dashboard and select ‘My account’ option:

Zoho migration: disable two factor authentication

2. Next, press ‘Two Factor Authentication’:

two-factor-authentication

3. Then, turn off the activation button and enter your password:

Turn-off

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How Data2CRM handles the migration of relations in Zoho system?

Data2CRM service can transfer the following Zoho relations:

Contact: Account Name, Contact Owner, Potential name

Lead: Lead Owner

Task: Task Owner

Opportunity: Potential Owner, Campaign Source , Account Name

Event: Host

Call: Call Type, Contact

Connect with our Account Manager for more information on the functioning of the service.

 

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‘Login attempt failed. Exceeded maximum allowed authtokens’

While performing your Zoho CRM migration, you might get the following error ‘Login attempt failed. Exceeded maximum allowed authtokens’. It might occur because your organization has exceeded the API limit.

In order to refill Zoho API calls and continue with the migration process, you should go to Zoho Active Authtoken page, following this link – https://accounts.zoho.com/u/h#sessions/userauthtoken and remove unnecessary API keys:

Zoho Authtoken

After this, you may go back to the migration wizard and start your Zoho migration.

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How to check out the results of Demo Migration to Zoho CRM

When the Demo Migration to your new Zoho CRM has finished, please proceed with the following steps to check out the results:
  1. Start reviewing the Demo outcome from the ‘Contact’ module. Compare the existing contact information with the migrated data: Check out Demo Migration to Zoho from Contact Module
  2. Scroll down to see how Data2CRM migrated notes, potentials, and activities.
Migration of Zoho Notes, Activities, PotentialsIf you want to see how Data2CRM migrates custom data, no-default modules, or need deeper mapping, please fill in the request.

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While migrating to Zoho CRM should I provide my email details?

In order to perform migration to Zoho CRM, you should specify your email details that you use for this platform.

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General Service Questions

What role and access level should I have to accomplish CRM data migration?

In order to perform your CRM transfer, you should be a user with a CEO role who has the highest access level to the all company’s units and modules.

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What types of data can I import with Data2CRM?

Currently, Data2CRM allows to import the following CRM items:

1. Accounts

  • Name
  • Description
  • Type
  • Industry
  • Fax
  • Billing Street
  • Billing City
  • Billing State
  • Billing Postal Code
  • Billing Country
  • Office Phone
  • Website
  • Ownership
  • Employees
  • Ticker Symbol
  • Shipping Street
  • Shipping City
  • Shipping State
  • Shipping Postal Code
  • Shipping Country
  • Email Address

2. Leads

  • Description
  • First Name salutation
  • First Name
  • Last Name*
  • Title
  • Department
  • Do Not CalMobileOffice PhoneFaxprimaryEmail AddressPrimary Address StreetPrimary Address City:Primary Address State:Primary Address Postal Code:Primary Address Country:Alt Address StreetAlt Address City:Alt Address State:Alt Address Postal Code:Alt Address Country:

 3. Contacts

  • name
  • description
  • salutation
  • first name
  • last name
  • full name
  • title
  • department
  • home phone
  • mobile phone
  • work phone
  • fax
  • email
  • alternative email
  • street
  • city
  • state
  • ZIP
  • country
  • lead source
  • account name
  • account ID

 4. Opportunities

  • assigned user name
  • name
  • description
  • type
  • account name
  • account ID
  • campaign ID
  • campaign name
  • lead source
  • amount
  • currency name
  • currency symbol
  • date closed
  • next step
  • sales stage
  • probability

5. Tasks

  • name
  • due date
  • status
  • priority
  • description
  • account
  • account ID
  • contact
  • contact ID
  • lead
  • lead ID
  • owner
  • start day
 Note. In order to import all your CRM  items, make sure that your new CRM elements include all the items counterparts. For instance, if your Source CRM task module involves description data, your Target CRM should also includes this field.

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What is CRM data deduplication?

Data2CRM migration service offers a valuable option of CRM data deduplication.

Deduplication is a process that provides the elimination of repeating data in your CRM platform. During the migration process Data2CRM allows you to use deduplication option in 3 ways: replace, merge, and leave.

1. Replace strategy is used in order to substitute existing data on the target CRM with the Source information.  

2. Merge strategy means that Source and Target information is joint in accordance to the specific fields criteria.

3. Leave stratedy allows to neglect the migration process for Source data that already exists on the Target CRM.

Deduplication option works for CRM accounts, contacts, and leads.

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How to check out Demo Migration results?

To get the whole picture of CRM migration process, please check out the Demo Migration results using the following scenario:

  • When the Demo is complete, go to your new CRM dashboard
  • Start checking migrated data from ‘Contacts’ module.
  • Select one contact and look through all the information (name, contact details, addresses, etc.)
  • The Contact should have the relation to the corresponding Account(s), Opportunities/Deals and Activities respectfully.
  • If you need more sophisticated Demo Migration and our technicians will make more complete and advanced data transfer.

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    How to improve work consistency with Data2CRM?

    If you are the owners of hosted CRM platforms and want to ensure the better workflow with Data2CRM, it is recommended to add the IP addresses of the service into your whitelist.

    Consider the following IP addresses used by Data2CRM:

    • 5.58.76.130
    • 93.77.238.130
    • 136.243.88.142
    • 78.46.40.187

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    Setting up the time zone on the new CRM before migration

    If you want to migrate CRM data in accordance to your time zone, i.e. preserving the exact date of lead creation, deal closing, etc., please log in to your new CRM platform and set up the right time zone before starting the migration.

     

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    What user role should I have while switching from Pipedrive

    Before switching from Pipedrive, make sure you have access to the data managed by a user with a CEO role. Otherwise, only the records, assigned to the user performing migration, will be transferred.

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    Peculiarities of Create/Update Date & Created By migration

    Unfortunately, the migration of “Create/Update date” and “Created by” are not supported for any of CRM modules. That happens because of the target CRM API limits. Also, almost in all CRM platforms, it’s not possible to change Create/Update date, due to their specifics. 

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    How can I migrate emails with Data2CRM?

    You can migrate emails to notes in the desired CRM platform. These transferred items will be attached to a receiver (i.e. the person to which the email was sent) and the account(s) that were in the copy of this very email in your old CRM.

    Note! Data2CRM support email migration only in support service packages.

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    Can I change the fields mapping after the Demo Migration is complete?

    If you want to modify the fields mapping after the test data import, you should complete the following steps:1. Visit your list of migrations at app.data2crm.com, choose the required transition and press “Go to Wizard.”  selection_0442. You will be redirected to the migration wizard. At the 2nd step of the data import, you can click on “View or change field mapping” and set the mapping in accordance with the business needs.change the fileds mapping3. Then, choose the required modules and set up the mapping by pressing “Select Value.” Make sure to click on “Save Mapping” and “Continue” after that.change fields mapping 4. The final steps is to run a transfer. So, press “Start Free Demo Migration” button.change fields mapping 

    Note: Once you have launched a new Demo Migration again, the records of the previous data import would be updated. 

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    How can I migrate data to a test CRM platform and what should I do next?

    Data2CRM provides you with a possibility to run a free Demo Migration without registering the future CRM account. You can use SugarCRM, SuiteCRM or Vtiger preview versions to launch a test data import, and check how your records will look like on the desired CRM.

    Note: you are the only one who can access the preview CRM data of the new platform after Demo is complete.

    So, in order to see how Data2CRM will migrate your data to your future CRM, you may perform the migration to our test CRM platform. All you have to do is to check the box in the migration wizard and proceed with the further steps.

    pasted_image_at_2017_02_16_03_41_pm

    If you are satisfied with the migration result, you may transfer your CRM data to your own already installed CRM. Both migrations to test and your installed CRM take little time and is reduced to a few mouse clicks.

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    What do I need to import data from one CRM to another with Data2CRM?

    In order to perform your CRM import, you need the following items:
    • Your new (target) CRM system already installed.
    • Access credentials both to Source (current) and Target (new) CRMs.

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    How many items (i.e. accounts, contacts, tasks etc.) can I migrate for free using Data2CRM?

    During a Free Demo Migration, Data2CRM imports up to:
    • 20 accounts,
    • 25 tasks,
    • 25 opportunities,
    • 20 contacts,
    • 20 leads,
    • 100 notes,
    • up to 100 calls,
    • up to 100 events,
    • up to 100 meetings
    The free Demo Migration enables you with an opportunity to check the service in action. If you are satisfied with the results, you can start the migration to the desired CRM.

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    Can you move my data from one CRM to another for me?

    Absolutely, Data2CRM technical engineers can import your CRM data to the new system and make all the necessary customizations. This options is available at the terms of Support Service Packages.

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    Why should I use Data2CRM to switch to another CRM platform?

    • It’s the easiest way to import data as far as the whole process is absolutely automated and requires no coding skills.
    • You save your time and efforts as the CRM data import with Data2CRM doesn’t cause any business interruption and takes just a few minutes.
    • You receive best quality support. Data2CRM support managers and techs will make your data switch flawless and will be about to assist you any time.

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    Will my source CRM system be live during migration?

    The migration process made by Data2CRM won’t interrupt your business and your source CRM will be live during migration.

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    Can I close my browser window after the import process has started?

    Yes, you can close your browser window any time after CRM has begun. When you login to your Data2CRM account again, you’ll be redirected to the information page on the CRM import status if it’s still in progress.When migration is complete, you’ll be notified via email.

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    What if the migration doesn’t work for me?

    We strongly recommend to try the Demo Migration before making any payments. You will be able to check the migration performance for the limited number of items.If the Migration does not work for you, please contact our Support Team. Our technical engineers will investigate the issue and provide you with relevant solutions.

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    GoldMine

    How can I export GoldMine contacts?

    To get started with your GoldMine contacts export, follow the next steps:1. Go to your GoldMine dashboard, select ‘File’ -> ‘Export Contact Records:

    Export Contact Records

    2. Next, check the box ‘Export a new file‘:

    [Migration from GoldMine] Export a new file

    3. After that, please select fields you’d like to be migrated to your new CRM platform:

    [Migration from GoldMine] Contact Fields

    4. Specify the folder to save Contacts data:

    [Migration from GoldMine] Contacs Data Folder

    Now, please upload your Contact dump file to Data2CRM migration wizard to proceed with further process.

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    How can I export GoldMine opportunities?

    To initiate your GoldMine opportunities export, proceed with the following steps:1. Press ‘Go to’ button at the main menu and click ‘Opportunities’:

    [Migration from GoldMine] Opportunities export

    2. Then, click the right mouse button right on opportunity record->Output to-> Excel:

    Migration from GoldMine. Export opportunities data to excel

    3. After that, just save opportunities data in CSV format and proceed with the further migration: go back to Data2CRM wizard and upload the files.

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    How can I find a number of GoldMine records?

    To figure out  a number of your GoldMine CRM records, log into your account and select the module you want to count. For instance, click ‘Contacts’ on the dashboard. You can see a total amount of records in the middle of the page layout.

    1111

    Follow the same steps to keep track of other CRM items and estimate the price of data migration by using Data2CRM calculator.

     

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    How to migrate CRM data from GoldMine CRM?

    Goldmine CRM data migration is supported by Data2CRM.Migration in a Custom Migration. It means personal approach by our techs team. To proceed with the CRM transfer, you should make a backup of your GoldMine CRM and show it to our techs. It’s needed for a Pre-Migration Validation.

    Please contact our account manager to get more info about GoldMine CRM Migration.

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    How to backup the Goldmine database?

    If you want to export your Goldmine data, consider the following steps:

    1. Go to your GoldMine dashboard, select ‘File’ -> ‘Export Contact Records:

    xml-goldmine2. Next, check the box ‘Export Data to an XML file‘:2015-07-29_09583. After that, please select fields you’d like to be migrated to your new CRM platform: 2015-07-29_10004. Specify the folder to save your Goldmine data:2015-07-29_1001

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    Highrise

    How Can I Find My Highrise API Token?

    To find your API token, you need to login in your Highrise account. Go to Account & settings and select My info.highrise-API-token-1-screenshot Then click on the API token. In the bottom, you will see your API key, copy and paste it into the corresponding field of a migration wizard.highrise-API-token-2-screenshot

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    Data limitation while migrating to Highrise free edition

    While migrating your data to Highrise CRM, please pay attention to a number of users, contacts, and deals you possess at your current platform and the limitations at free Highrise edition.

    Data Limitations in Highrise free edition

     If the amount of your existing data exceeds the quantity of free Highrise edition data storage, please upgrade your plan to migrate your company information completely.

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    Where I can find a number of Highrise records?

    To get a number of your Highrise CRM records, there are a few steps you should proceed:

    1. You should go to your Highrise dashboard, choose ‘Contacts’ module, and click ‘Select all’ contacts:

    Data2CRM: Count your Highrise records

    Then, you may count other records in the same way and estimate the price of CRM data migration.

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    How Data2CRM handles the migration of relations in Highrise system?

    Data2CRM service helps to migrate the following Highrise relations:

    Contact: Company

    Opportunity: Account Name

    If you are thinking to transfer other Highrise relations, contact our Account Manager to learn more about it.

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    How to check out the results of Demo Migration to Highrise?

    When the Demo Migration to your new Highrise is complete, please proceed with the following actions:
    • Log into your Highrise CRM
    • Start reviewing the migration results from the ‘Contacts’ modules. Highrise Contacts module includes both people and organizations.
    Highrise: Check out Contact Module 
    • Look through all the contact information: email, phone number, related deals, tasks, and notes.Checking Highrise Demo Results - Contacts
    The Contact should have the relation to the corresponding Account(s)Opportunities/Deals and Activities respectfully. 

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    How many pending deals can I migrate to Highrise trial version?

    Due to the Highrise free trial limitations, Data2CRM can migrate up to 3 pending deals. When you exceed this limit, no other opportunities won’t be switched.

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    How to migrate CRM data from ACT CRM?

    There are two ways to perform ACT CRM data migration:Please note: for custom migration you should provide us with the ACT CRM backup file. It’s needed for a Pre-Migration Validation. Contact our account manager to get more info about ACT CRM Migration.

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    How can I migrate tags during the Highrise data import?

    You can perform Highrise tags migration by using Data2CRM.Migration Custom Services. The data transition will carried out with the personal approach by our techs.Please note: If the future CRM doesn’t contain the tag fields, the Highrise tags will be migrated to the other/custom modules. 

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    HubSpot

    How can I find a number of HubSpot records?

    To figure out a number of records in HubSpot CRM system, follow the next steps:

    1. Go to HubSpot account and decide the item you want to count. For example, choose ‘Contacts’ and click ‘All Contacts’ in drop-down menu.
    1_0012. Click on the ‘Name’ box in the middle of the page layout and you will be able to see a total number of your contacts on the right.2

    Count other entities the same way and estimate your data transfer cost by using Data2CRM calculator.

     

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    What role and access level should I have to accomplish HubSpot migration?

    To start your migration from Hubspot, please make sure you have an admin role and full access to your HubSpot database. In another way, the estimation of the records in the CRM and the migration itself might be incomplete.

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    How can I find HubSpot CRM Hub ID?

    In order to proceed with your HubSpot CRM migration, you should specify you HubSpot CRM Hub ID. First of all, go to your HubSpot CRM admin panel and select the right account (if you have a few of them):

    Select HubSpot CRM Account

    After that, top right you’ll see Hub ID number:

    Copy Hub ID

    Please copy the number and paste it into the corresponding field in the migration wizard:

    Paste your Hub ID in the migration wizard

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    Do I need Hub ID while migrating from or to Hubspot CRM?

    During the migration from or to Hubspot CRM, you should provide your  Hub ID and don’t change it during the data transfer.To find the Hub ID, go to the upper-right corner of the dashboard while logged in.HUB ID

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    Insightly

    Where Can I Find a Number of Insightly Records?

    To find the exact number of your records, login your Insightly and go the Contacts, Tasks, Organizations, Opportunities or Projects respectfully and click on the Total Count, then you will see the total records count of selected module at the bottom of the page layout.insightly-toatal-records-count-screenshot

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    How can I add a new user in my Insightly CRM?

    To add new users to your Insightly account, you should be a system administrator. If you created your Insightly account via Google Apps, you may add your users directly into Insightly. In case, you signed in Insightly account without Google Apps or want to add new users from another domain, you need to send them emails with an invitation to register.When you use a paid subscription, the additional users will increase your monthly fee. You can see the existing level on your System Settings in the Billing & Account.insightly-account-statisticsTo add a new user go to your icon in the right upper corner of your page layout, and then to System Settings and choose User option.insightly-system-settings-userClick on ‘Add New User’ button to add or invite new users.insightly-add-a-new-usesrYou need to write a first name and last name, as well as provide an email. Then click on ‘Add New User‘ button.insightly-add-a-new-user-formThe person you invited to become your Insightly user, will receive the letter with a direct link to your Insightly.insightly-letter-to-a-new-user

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    Probability field of opportunity module has different value after the migration to Insightly

    After the migration, the fraction part of the Probability field of the Opportunity module won’t be displayed on the Insightly Probability field. source-vtiger-priority-field insightly-priority-field-after-migration

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    Inaccurate calculation of Insightly records during the migration to another CRM

    The service can’t estimate your records accurately during the migration because Insightly API doesn’t provide such an option. So, please contact your account manager and find out the price of your full data migration.

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    How Data2CRM handles the migration of relations in Insightly system?

    Data2CRM provides the migration of the following Insightly relations:

    Сontact: Links_Organizations

    Lead: Responsible User, Organization, Tasks

    Task: Contacts

    Opportunity: Organizations, Who’s responsible?, Opportunity Created, Contacts

    Note: Created By, Date Created

    Event: Links

    If you are looking for more information about the service, ask our Account Manager and get the answers.

     

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    How can I activate leads in Insightly?

    To activate the leads in Insightly CRM, follow the next steps:
    1. Sign into your Insightly account and choose ‘System Settings’ from the drop-down box. You can find it on the right side of your dashboard.
    Insightly lead Activation
    1. You will see different options on the left side and mark ‘Lead Management’.
    2. Then, the ‘Lead Management enabled’ will appear in the middle of the page layout. Click on the corresponding box next to it and press ‘Save Settings’. At this point, all the leads in your CRM will be activated.

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    How to check out the results of Demo Migration to Insightly

    Right after Demo Migration is complete, it’s high time to check out the results following these steps:
    1. Log into your new Insightly CRM
    2. After that, you should start looking through the results from the ‘Contact’ module. Insightly Contacts 
    3. Check out how Data2CRM migrated Contact details, make sure there are requered relations with other modules (e.g. organization). Also, check out transferred notes, tasks.
    Insightly DetailsIn case, you need more sophisticated Demo Migration that should include custom data, fields, or modules, please fill in the request.  

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    Can I migrate a checkbox field to Insightly from other CRM?

    Due to Insightly peculiarities, Data2CRM does not transfer the checkbox fields during the migration to this CRM platform.

    As a solution, you can migrate checkboxes as dropdown lists with two options: (a) yes and (b) no.

    Also, you can change the numeric fields to text ones and switch them to Insightly.

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    How can I find Insighly CRM API Key?

    To get started with your Insightly migration, you should provide the API key following the scheme below:
    1. Go to your Insightly Home page -> User Settings Insightly migration 
    2. Then, right at the bottom of the page, there’s an API key that you should copy and paste in the migration wizard.insightly_api_key_step_21
    Now, you may proceed with your Insightly CRM data migration.

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    Migration Wizard Troubleshooting

    An Error Occurred When Trying to Connect to Your CRM

    To fix the issue with CRM connection, you should take the following steps:
    • make sure that you indicated the correct CRM URL and access credentials in the Migration Wizard
    • check up the status of your CRM platforms, they should be available at the moment of migration
    • your firewall may block the access to the server for our IP addresses. Please, add the following IPs to the white list:

    5.58.76.130

    204.62.12.42

    204.62.12.24

    88.214.252.75

    93.77.238.130

    Port 80

    These actions will enable the data exchange between your CRM platforms. After the migration, you can remove our IPs from the white list.In case you keep getting this error, please, use our Support Chat for getting the help in real-time or contact us.

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    ‘Login attempt failed. Exceeded maximum allowed authtokens’

    While performing your Zoho CRM migration, you might get the following error ‘Login attempt failed. Exceeded maximum allowed authtokens’. It might occur because your organization has exceeded the API limit.

    In order to refill Zoho API calls and continue with the migration process, you should go to Zoho Active Authtoken page, following this link – https://accounts.zoho.com/u/h#sessions/userauthtoken and remove unnecessary API keys:

    Zoho Authtoken

    After this, you may go back to the migration wizard and start your Zoho migration.

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    How to check out Demo Migration results?

    To get the whole picture of CRM migration process, please check out the Demo Migration results using the following scenario:

  • When the Demo is complete, go to your new CRM dashboard
  • Start checking migrated data from ‘Contacts’ module.
  • Select one contact and look through all the information (name, contact details, addresses, etc.)
  • The Contact should have the relation to the corresponding Account(s), Opportunities/Deals and Activities respectfully.
  • If you need more sophisticated Demo Migration and our technicians will make more complete and advanced data transfer.

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    Bitrix24 oAuth token expires in a month

    When you plan to migrate to Bitrix24 CRM, please make sure you’ve created the account not later than one month. This is the important issue because of the fact that Bitrix24 oAuth token expires within a month.When the token is expired, it causes an error during CRM data migration.

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    How can Data2CRM handle the migration of Create Date, Update Date and Created By ?

    Follow the next steps to perform the migration of Create Date, Update Date, Created By:

    1.Сreate the custom fields with the same name on your future CRM platform.

    2. Reload the page on Data2CRM wizard.

    3. Map the new fields according with the newly created fields on the destination solution.

    Nimble

    How can I find a number of Nimble records?

    To find an exact number of your records, login your Nimble profile and choose the item you want  to count, e.g. ‘Contacts’. Press ‘All Contacts’ on the left, and you will be able to see a total amount of records next to it.

    1_001 

    Use the same steps to verify a number of other records. Now, you are ready to estimate the price of CRM data migration with the help of Data2CRM calculator.

     

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    Nutshell

    How can I find a number of Nutshell records?

    In order to figure out a number of Nutshell records, follow an easy instruction below:

  • Sign in Nutshell account and choose a module you are interested in. For example, if you want to count an amount of your contacts, then press ‘People’ button.

    1

  •  In the middle of page layout you will be able to see the total number of contacts.

    adasd

    Then, you may count other records in the same way and estimate the price of data migration by using Data2CRM calculator.

     
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    openCRX

    How can I find a number of openCRX records?

    To discover the number of records in your openCRX platform, go to your system and decide the module you want to count. For instance, ‘Accounts’. Choose ‘Manage Accounts’ in the home drop-down menu, then press ‘All Accounts’. You will be able to see a total of your records on the right.

     1_001 

    Try to count an amount of other entities by using the same instructions. You can also estimate the cost of the transfer by using Data2CRM calculator.

     

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    OroCRM

    Where I can find a number of OroCRM records?

    In order to count your OroCRM records, proceed with the following:

    – go to your Oro dashboard, select one of the existing modules, for instance, accounts, check the box and you’ll get a number of your accounts:

    OroCRM_records_count

    In the same way, count the rest of your records to make the estimation of your CRM data migration.

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    Where I can find my OroCRM API key?

    To perform your OroCRM migration, you should provide the API key which you’ll get following the instruction below:

    • Login to your OroCRM software

    Log_in_OroCRM

    • Go to ‘My User’ where you find the API key.

    OroCRM_User

    • Copy and paste it in the corresponding field in the migration wizard.

    Your_API_key_to_OroCRM

    Now, you may proceed with your OroCRM data migration.

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    Pipedrive

    How can I find a number of Pipedrive records?

    In order to count your Pipedrive records, proceed with the following:

    Go to your Pipedrive dashboard, select one of the existing modules, for instance ‘Contacts’, check the box on the left and you’ll get a number of your contacts on the right:

    1

    After that you should count the rest of your data by following the same steps. You can also find out the cost of your migration by using Data2CRM calculator.

     

    How can I find out Pipedrive API Key?

    See the following guide to get your PIpedrive API key:

    – Go to your Pipedrive dashboard, click ‘Settings’ at the right top side:

    Pipedrive-API-Key

    – Choose ‘API’ at the left sidebar and copy the code to proceed with your CRM data migration:PIpedrive copy API Key

    PipelineDeals

    How can I find out PipelineDeals API key?

    In order to get your PipelineDeals API key, you should log in your CRM account and go to ‘Account Settings’:

    Data2CRM pipelinedeals-account

    After that, in the sidebar press ‘PipelineDeals API’ and enable API access:

    Data2CRM enable-API-Pipeline-Deals

    Right there you may copy your PipelineDeals API key and paste it to the corresponding field in the migration wizard:

    Data2CRM api-key-pipelinedeals

     

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    Where I can get a number of PipelineDeals records?

    To find out an amount of your PipelineDeals records, proceed with the following steps:

    1. Go to your PipelineDeals profile, choose ‘People’ -> and check the box to see a number of leads:

    Data2CRM.Migration PipelineDeals Count records

    In a similar way you may easily count the rest of your data. Then make your migration estimation, using calculator.

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    How Data2CRM handles the migration of relations in PipelineDeals system?

    You can transfer the following PipelineDeals relations by using Data2CRM:

    Lead: Owner

    Task: Associate to, Assigned, Responsible

    Opportunity: Company, Owner

     If you have any questions, you can always reach out our Support Team for more information.

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    Sage CRM

    How can I find a number of Sage CRM records?

    To find out an amount of your Sage CRM  records, proceed with the following steps:

    1.Go to your Sage CRM profile and choose the module you are interested in. For instance, if you want to get a number of leads, press ‘Leads’ tab on the dashboard.

    1111

    2. Determine the status of your leads by clicking “Filter” button. Choose records with “All” status and on the left side, you are able to see a number of records.

     1111111111111

    The instruction above can help you to keep track of your CRM items in order to estimate your data migration price.

     

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    Salesforce

    How Do I Enable API Access in Salesforce Classic by the Permission Set?

    1. You need to be a Salesforce administrator for enabling the API access. Login and press on ‘Setup’ in the upper right corner. Then, go to ‘Manage Users’ and click on ‘Permission Sets.’
    salesforce enable api2. Then, choose the desired set and click on it.salesforce enable api3. Go to ‘System’ and select ‘System Permissions.’salesforce api enable 4. Click on ‘Edit’ and check the ‘API Enabled’ box, as well as save the changes after that.salesforce api enable

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    Where Can I Find a Number of Salesforce Records?

    To find the exact number of your records, login your Salesforce and go the Report module and click on the “New Report” button.salesforce-report-moduleSuch customized reports may be applied for calculation contacts, accounts, leads, opportunities, campaigns, orders, contracts and activities. Let’s figure how to make it for Contacts & Accounts. You need to select this report type from a drop down menu and click on the “Create” button.salesforce-account-report-number In the Show you select All Accounts from a drop-down menu. In the Data Field you pick up Create Date from a drop-down menu. And in the Range choose All the time and click on ‘Run Report‘ button.salesforce-run-reportWhen the report run will be complete, you see all related information and the total number of records.salesforce-total-record-numberTo get a number of other modules records, just come again with the steps above.

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    How can I figure out my Salesforce Edition?

    To figure out your Salesforce edition, you need to log in your account and click on “Setup” button in the upper right corner of the page layout.faq-find-salesforce-edition-1Then in the left column click on one of the Administer bar option. After you will see your Salesforce edition in the page layout.faq-how-to-find-salesforce-edition-2

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    How to Enable Salesforce Professional API Access?

    Salesforce Professional edition has no available API access by default. But you can temporarily turn it on by contacting Salesforce support team. However, this option will be enabled only for 10 days. So, you should inform your Data2CRM account manager about the exact time you have your API available for setting up your CRM data migration.

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    How to Make a Salesforce Backup?

    In order to start an automated migration of CSV backup, you need to proceed with the following steps:1. Go to your Salesforce Dashboard and choose ‘Setup Home’ from ‘Settings’ drop-down box on the right side of your dashboard.Salesforce CVS backup2. On the left side, press on ‘Data’ button as well as ‘Export Data’ after that. Consequently, click on ‘Export Now’ in the middle of the page layout.Salesforce CSV backup3. Now, find ‘Include all data’ in the list of the modules and click on the corresponding box.Salesforce CSV backup4. At this point, press ‘Start Export’. In order to have a full backup of your CRM information, make sure you’ve marked the following fields:Salesforce CSV backup In a while, you’ll get an email notification and be able to download the database CSV file. 

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    How to export Salesforce accounts in csv. file?

    Find out how to export Salesforce accounts in cvs. file by following the next actions step-by step:
    1. Go to your Salesforce account and find ‘Settings’ parameters on the right side of the dashboard.
    Salesforce accounts export
    1. Now, click on ‘Data’ button on the left side and choose ‘Export Data’. At this point, press ‘Export Now’ in the middle of the page layout.
    Salesforce accounts export3. After that, select the record type you would like to migrate. In our case, choose ‘Account’.Salesforce accounts export4. Now, you can begin your transferring of the selected Salesforce items in the cvs. file by clicking on ‘Start Export’. When an export is ready for export you will receive an email containing a link that allows you to download the files.Salesforce accounts exportAfter that you may go back to your migration wizard and upload your Salesforce accounts to proceed with the further data transfer.

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    How to export Salesforce contacts in csv. file?

    To extract your Salesforce contacts data, follow instructions below:
    1. Log into Salesforce account and click on ‘Setup Home’ from ‘Settings’ on the right side of your dashboard.
    Salesforce contacts export in file2. After that, on the middle of your page layout, you will be able to see ‘Data’ drop-down list. So, press on it and choose ‘Export Now’.Salesforce contacts export3. Later, pick out the module you want to move to cvs. file. In our case, choose ‘Contact’.Salesforce contacts export in file4. Now, click on ‘Start Export’. When an export is ready, you will get an email containing a link that allows you to download the files.Salesforce contacts exportSo, you can come back to your migration wizard and upload your Salesforce contacts to complete the data transfer.

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    How to export Salesforce tasks in csv. file?

    To get started with your Salesforce tasks migration, you need to proceed with the following actions:
    1. Log into your Salesforce profile and choose ‘Setup Home’ from ‘Settings’ drop-down box on the right side of your dashboard.
    Salesforce tasks export in file
    1. On the left side of the page layout, press on ‘Data’ first and ‘Export Data’ after that.
    Salesforce tasks export3. Now, select ‘Task’ module from the list of records.Salesforce tasks export in files4. At this point, you can begin to transfer selected Salesforce records into the file by pressing ‘Start Export’ button. When an export is ready for download you will receive an email containing a link that allows you to do that.Salesforce tasks exportSo, now go back to your migration wizard and upload this file to proceed with further steps.

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    How to export Salesforce leads in csv. file?

    In order to download your Salesforce leads into csv. file, proceed with the following actions:
    1. Go to Salesforce dashboard and press ‘Setup Home’ from ‘Settings’ drop-down box on the right side.
    Salesforce leads export in file
    1. Then, click on ‘Data’  on the left side and choose ‘Export Data’. In the middle of the page layout, you will be able to see ‘Export Now’ button, so press on it.
    Salesforce leads export3. Now, select ‘Lead’ module to create the corresponding report.Salesforce leads export into file4. After that, press ‘Start Export’. If an export is ready to export, you will get an email containing a link that allows you to download the files.Salesforce tasks exportSo, now go back to your migration wizard and upload this file to proceed with further steps.

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    How to export Salesforce opportunities in csv. file?

    To export opportunities from Salesforce, follow the steps below:
    1. Sign into your Salesforce account and choose ‘Setup Home’ from ‘Settings’ drop-down box on the right side of your dashboard.
    Salesforce opportunities export in file
    1. On the left side, press on ‘Data’ button as well as ‘Export Data’ after that. Consequently, click on ‘Export Now’ in the middle of the page layout.
    Salesforce opportunities export in file3. Now, choose module you want to get data from, in this case, select ‘Opportunity’.Salesforce opportunity export in file4. At this point, press ‘Start Export’. When an export is ready for download you will receive an email notification including a link that allows you to download the files.Salesforce opportunities export in fileNow, go ahead with the data transfer in the migration wizard.

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    How to export Salesforce users in csv. file?

    In order to get started with the migration of your CRM users, please follow the next steps:
    1. Go to your Salesforce account and press ‘Setup Home’ from ‘Settings’ drop-down box on the right side of your dashboard.
    Salesforce users export in file
    1. Now, click on ‘Data’ button on the left side and choose ‘Export Data’. At this point, press ‘Export Now’ in the middle of the page layout.
    Salesforce users export into file3. Select what type of information you need to export. In our case, choose ‘User’ and click on the corresponding box.salesforce export users into csv files
    1. After that, press ‘Start Export’. When an export is ready for download you will receive an email containing a link that allows you to download the files.
    Salesforce users export in fileNow, go on with the migration wizard and upload the file to transfer all the data to a new CRM.

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    How Data2CRM handles the migration of relations in Salesforce system?

    You may transfer the following Salesforce relations with the help of Data2CRM:

    Account: Parent Account, Contact Name

    Contact: Account Name

    Lead: Lead Owner

    Task: Related To [Account], Assigned To, Related To [Opportunity], Assigned To

    User: Created By, Last Modified By

    Opportunity: Opportunity Owner, Created By <date>, Last Modified By <date>, Account Name

    Note: Related To, Note Owner, Created By, Modified By

    Attachment: Attachment Owner, Related To, Description

    Event: Name, Related To, Related To, Assigned To

    Meeting: Assigned To, Name, Subject*

    Call: Assigned To

    If you have any questions, connect with our Support Team for more information on the functioning of the service.

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    How to export Salesforce data in csv. files?

    In order to extract your data from Salesforce, you should follow the next steps:
    1. Sign into Salesforce account and click on Setup Home’ from ‘Settings’ on the right side of your dashboard.
    Salesforce data export in files
    1. On the left side of the page layout, press on ‘Data’ first, and ‘Export Data’ after that.
    Salesforce data export in files3. Next, select a module you want to create a report of. In order to proceed with the migration, please download the modules data separately. Here’s a list of instructions on how to export: If you’ve already exported all the files, please go back to the migration wizard and go on with your data transfer.

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    How many users will I be able to migrate to Salesforce?

    Due to the difference in user number limits of various Salesforce editions, Data2CRM will import only as many users, as your Salesforce edition allows.

    For, example, if you are using SalesforceIQ Starter, where the user limit is 5 users, Data2CRM will migrate 5 out of all your source platform users.

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    How to proceed with Salesforce migration?

    In order to start the data migration from Salesforce to the desired CRM platform, you have to perform the following steps:
    1. Choose Salesforce from the drop-down box and press ‘Continue’.
    2. You’ll be redirected to your Salesforce account where you should press ‘Allow’ button so Data2CRM could access your data.
    Salesforce Authorisation Then, you’ll be back to your migration wizard to proceed with the further steps.

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    How to migrate from Salesforce with the help of files

    When your existing Salesforce edition doesn’t have the API access, the optimal solution to switch to another CRM in an automated way, is to transfer data with the help of files.

    First of all, you have to backup your current CRM data:

    1. Go to your Salesforce admin panel, choose ‘Settings’ and click ‘Setup Home’: Salesforce Admin panel
    2. Then, on the left side of the page layout, press ‘Data’ and ‘Export Now’ Export Salesforce Data
    3. Now, you may export your Salesforce all the modules information. Download salesforce backup
    4. Make sure you’ve marked the following fields: Salesforce Backup

    Next, to proceed with the CRM migration, upload your csv files into your Dropbox account.

    – Register an account or login to your Dropbox and click upload button to import your Salesforce backup:

    Upload Salesforce backup to your Dropbox   After that, you should go back to the migration wizard  and upload files to the corresponding fields:  Move forward to new CRM

    When everything is done, click ‘Contunie’ button.

    Move forward to new CRM

    You’ll be redirected to the next steps to complete the migration.

      

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    What types of activities can I migrate to Salesforce?

    Due to Salesforce peculiarities, Data2CRM migrates only the activities with relations to other entities (i.e. account, contact, lead, etc.) 

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    How to migrate CRM data from Salesforce Professional & Group editions?

    To perform CRM data migration from Salesforce CRM Professional or Group editions you should create a backup file of all your data in .CSV (or any others formats). Contact our account manager to get more info about Salesforce Professional and Salesforce Group Migration.Data2CRM.Migration can move all your data (with custom modules and fields) to your desire CRM securely and with relations modules. The process turns to be secure and accurate.

    Please note: an automated migration is not supported due to the API CRM limits in those Salesforce editions.

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    How Do I Enable API Access in Salesforce Lightning Experience by the Permission Set?

    1. If you want to enable the Salesforce API access, log into your account and click on ‘Setup’ in the upper right corner.enable api access
    2. Go to ‘Users’ on the left sidebar and press on ‘Permissions Sets.’ Then, you can choose the specific set and click on it.
    eable api access3. After that, go to ‘System’ and select the ‘System Permissions.’eable api access4. Press on ‘Edit’, tick on the ‘API Enabled’ box, and click on ‘Save’ to complete the process.salesforce api enable

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    What Salesforce Editions does Data2CRM support for automated migration?

    Currently, automated migration from/to Salesforce is available for Developer, Enterprise, and Unlimited editions. Migration to or from Salesforce Professional editions is supported, only if the API access is enabled.

    In case, you try to migrate from or to Salesforce Group edition, Data2CRM handles this with the help of files migration. The process turns to be fast and accurate that takes approximately a few hours. The migration is possible from any kind of files, like CSV, XML, JSON or others. Please contact Data2CRM account manager to get the optimal solution.

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    Security and Privacy

    How can I disable notifications from Data2CRM?

    You can disable automatic notifications from Data2CRM in the two different ways:
    1. Click the right mouse button on the notification and choose “disable notifications from www.data2crm.com”.
    2. Go to Data2CRM website and press on the lock symbol in the address field. Choose “Use global default” from the drop down list.
    Push Notifications

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    How to proceed with Salesforce migration?

    In order to start the data migration from Salesforce to the desired CRM platform, you have to perform the following steps:
    1. Choose Salesforce from the drop-down box and press ‘Continue’.
    2. You’ll be redirected to your Salesforce account where you should press ‘Allow’ button so Data2CRM could access your data.
    Salesforce Authorisation Then, you’ll be back to your migration wizard to proceed with the further steps.

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    Solve CRM

    How Can I Find My Solve API Token?

    To find your API token, login in your Solve account. In the right corner of page layout, you will find More button. Click on it and select My Account.solve360-api-token-screenshotThen in the My Account menu click on API token, copy and paste the API key into the corresponding field of a migration wizard.solve-api-token-2-screenshot

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    Where can I find a number of Solve CRM records?

    Where can I find a number of Solve CRM records?

    1. Sign in and go to your Solve dashboard.SOOOOOOOOOOOOOOOOO

    2. In the drop-down menu choose the module you want to verify the records of.SOLVE_2_001
    3. For example, you choose an option “Manage Contacts”. On the left, you can see all the contacts you have.Solve_3
    4. Click on “Name” square and you will be able to see a counted number of contacts on you dashboard.SOlve_4The instruction above can help you to keep track of your CRM items. Knowing the exact number of records allows you to estimate the migration process. Please, use Data2CRM calculator as a help.

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    How Data2CRM handles the migration of relations in Solve360 system?

    With the help of Data2CRM you can transfer next Solve360 relations:

    Account: Related companies, Related To, Assigned To, Related To

    Contact: Assigned to, Related To, Company

    Task: Internal Attendees, Responsible

    Opportunity: Responsible

    If you want to migrate other Solve360 relations, get in touch with our Support Team and inquire more information.

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    SugarCRM

    Where can I find a number of SugarCRM records?

    In order to define a number of your SugarCRM records, you should follow the next steps:
    1. Go to your SugarCRM dashboard and select a module to count its all related records, for instance, we take Accounts. Check all the accounts from the list and click ‘Select all records’. After that you’ll get the exact number of Accounts records.

    How to Count SugarCRM records

    To find out the amount of other CRM items, you should come again with the steps above. When you know an exact number of all records, you can easily find out the migration price using Data2CRM calculator.

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    How Data2CRM handles the migration of relations in SugarCRM system?

    Data2CRM provides the migration of the following SugarCRM relations:

    Account: Member of, Campaign, Assigned to

    Contact: Account Name, Reports To, Campaign, Assigned to

    Lead: Campaign, Assigned to

    Task: Contact Name, Related to, Assigned to

    Opportunity: Assigned to, Account Name, Campaign

    Call: Related To

    If you are interested in migrating other SugarCRM relations, contact our Account Manger to find out more information.

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    SuiteCRM

    Where Can I Find a Number of SuiteCRM Records?

    To find the exact number of your records, login your SuiteCRM and go the Accounts, Contacts, Opportunities, Leads or Tasks respectfully and you may see the total records count of selected module at the right upper side of the page layout.suitecrm-total-count-screenshot

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    Inability to Migrate Users to SuiteCRM On-Demand Demo Version

    While migrating your data to SuiteCRM On-Demand demo version, please keep in mind, that due to the limitations of the CRM, we are unable to transfer your CRM users to SuiteCRM On-Demand demo version.

    However, if you choose to migrate to the full SuiteCRM On-Demand subscription, Data2CRM service will safely migrate all your data, including users.

     

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    How Data2CRM handles the migration of relations in SuiteCRM system?

    Data2CRM ensures the migration of the following SuiteCRM relations:

    Note: Related To, Contact, Related To, Assigned to, Subject

    Event: Assigned To

    Call: Assigned To

     If you are interested to migrate other relations, connect with our Account Manager for more information. 

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    Workbooks

    How can I find a number of Workbooks CRM records?

           Please, follow the instruction to find out where to look for Workbooks CRM records number:

    1. Go to your Workbooks dashboard and press “Start Button”.

      1

    2. Choose a module you want to verify the records of. For example, you decided to check how many sales leads out there. Go to “Sales” menu item and press the side arrow.

      2

    3. In the drop-down box pick the desired entity.

      3

    4. You can see the exact number of your leads.

      123456789

      The few easy steps above can help you to keep track of your CRM items. Knowing the exact number of records allows you to estimate the migration process. Please, use Data2CRM calculator as a help.

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