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