Adding different users to the migration

If you are not sure about how to add different users to your migration, please check below:

 

  • With our migration tool, it is not possible to create new users for the source or target CRM within the wizard. We do not have the functionality for this as most CRMs do not allow to the creation of users by API. 

  • Therefore, we can only match existing users between CRMs. If you need to match the source user to a user which doesn`t exist in target CRM yet, you will need first to create it on your target CRM to connect them to the wizard. 



  • Final step: After creating users in the target, please refresh users in the users matching step, you will be able to match users as needed.

  • Reset: This section will help to automatically rematch the users, including the ones that you recently added:



    Done! Now you have added different users to your migration.
Please let us know if you have any further questions: support@trujay.com