FAQ

Answers to the most commonly asked questions

• Test CRM environment for Sugar / Suite CRMs
• HubSpot: Adding Business Units for data migration
• Matching and mapping of objects are located on separate pages
• Change the feature "add bulk" to "edit bulk" for drop-down fields
• Why should I use Trujay’s platform to migrate my data?
• How does Trujay handle cases when relations between objects differ in the source and target CRM?
• What objects can I migrate using the self-service migration tool?
• How can I add funds to my Trujay account balance?
• How to perform CRM data migration with Trujay’s Wizard after using the vendor’s migration tool?
• I’m experiencing an issue authorizing my CRM. What should I do?
• How many items (i.e. accounts, contacts, tasks etc.) can I migrate for free using Trujay?
• How do I initiate the migration process?
• Does Trujay offer a service where I can get my data migrated by data experts?
• Can I try out Trujay’s self-service migration tool before conducting a full migration?
• Why data on the new CRM should be deleted?
• Which CRM Platforms are Supported for Self-Service Migration?
• What is the difference between Trujay and HubSpot tools?
• What services does Trujay provide?
• Is there a way to keep relations between records that are not allowed in the target CRM during my migration process?
• How does deduplication work for Trujay? Deduplication rules for CRMs
• I don’t have enough fields in my target CRM to properly map the data I need to migrate from my source CRM. What should I do?
• Possibility to use the public link in the mapping page while working with mapping
• What is a Validation Error? Why it occurs and how to fix it?
• Error messages while connecting Zendesk CRM, and the way to fix them.
• How can I create and use a Note while working with mapping of the objects?
• Matching records after the migration
• Can I migrate emails with Trujay?