How Data2CRM.Migration Works

1. Register an Account or Log In

To start your CRM data migration sign up with the most suitable way for you. You can register account by entering credentials, or log in via social media accounts, as Salesforce or Hubspot CRM user.

Register an Account or Log In

2. Provide Your Current CRM

Choose your existing CRM from a drop-down list and provide access credentials (login, password or API key).

Specify Your Future CRM

Then specify your new CRM URL, type and access credentials (login, password or API key).

Note! The required information varies for different CRMs.

3. Choose the Modules for Data Transition

Once you have defined the existing and future CRMs, select the entities you want to migrate by reviewing the boxes.

  • Accounts
  • Contacts
  • Tasks
  • Opportunities
  • Leads
  • Users
  • Notes
  • Products

Please Note! During CRM import all relations between the migrated data will be preserved.

Map Your Records

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.

4. Launch Free Sample Import

When all is set, start your free Sample Import to see how the service works. Once the Sample Import is complete, check its outcomes.

If you want to migrate custom modules (attachments, emails, etc.), request a customized Sample Import.

5. Complete Your CRM Migration

After seeing the service in progress, you start your Full Migration to import company data to your new CRM platform. Once the data transition is complete, check its results and achieve even higher results.

Case Studies

See how Data2CRM may assist you in business improvement. Check out a few of our case studies.

Migration of Activities and Attachments

Learn how Data2CRM successfully performed CRM data import of all needed information according to customer’s requirements.

Read More

CRM Data Import of Notes and Emails

Find out how Data2CRM handled the migration of notes and emails in relation to contacts and other modules during CRM data import.

Read More

Logistic

Explore CRM requirements for the logistics industry along with advice on facilitating data migration.

Read More

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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