How to check out the results of Demo Migration to Capsule CRM?

  1. Home
  2. Knowledge Base
  3. Capsule
  4. How to check out the results of Demo Migration to Capsule CRM?
When the Demo Migration to your new Capsule CRM has finished, please proceed with the following steps to check out the results:
1. Look at the results of Demo migration and check which modules migrated to the Capsule CRM:

Demo results

2. Then, log in to both of your CRM platforms.

2.1. In source CRM (here - Insightly) go to Organizations

2.2. In future CRM (Capsule) go to People&Organizations

So, there you will be able to find the migrated items (e.g. Bill Wall with note(s) that belong (pinned) to it, etc.):

Organizations .

3. To check how your tasks migrated, go to Tasks in Insightly and to Calendar&Tasks in Capsule CRM. There you can find the transferred modules. So check if they are the same in both CRM systems:

Tasks imp

If you want to see how Data2CRM migrates custom data, no-default modules, or need deeper mapping, please fill in the request.

Was this article helpful?

Related Articles

×

Schedule a Call

Still have some questions? Let us know when it is good time for you to discuss how Data2CRM.Migration can GREATLY HELP to achieve your goals