company logo
Help Center
  • Trujay.com
  • Submit a Ticket
  • Go to Customer Portal
Tutorials
  • Getting Started
    • Terminology
  • Tutorials
    • Select Objects
    • Match Users
    • Map Fields
    • Sample Migration
  • FAQ
  • Connectors
    • ACT!
    • Agile CRM
    • Base
    • Bitrix24
    • Capsule
    • Close
    • Copper
    • CSV
    • Excel
    • Freshsales
    • Highrise
    • HubSpot
    • Infusionsoft (Keap)
    • Insightly
    • Microsoft Dynamics
    • Pipedrive
    • PipelineDeals
    • ProsperWorks
    • Salesforce
    • Solve
    • SugarCRM
    • SuiteCRM
    • Vtiger
    • Zendesk Sell
    • Zoho CRM
  • Admin Program
    • Overview
    • What to expect
    • How it works
  • Security & Privacy
  • Plans & Billing
      Back to home
      1. Help Center
      2. Tutorials
      • Getting Started
        • Terminology
      • Tutorials
        • Select Objects
        • Match Users
        • Map Fields
        • Sample Migration
      • FAQ
      • Connectors
        • ACT!
        • Agile CRM
        • Base
        • Bitrix24
        • Capsule
        • Close
        • Copper
        • CSV
        • Excel
        • Freshsales
        • Highrise
        • HubSpot
        • Infusionsoft (Keap)
        • Insightly
        • Microsoft Dynamics
        • Pipedrive
        • PipelineDeals
        • ProsperWorks
        • Salesforce
        • Solve
        • SugarCRM
        • SuiteCRM
        • Vtiger
        • Zendesk Sell
        • Zoho CRM
      • Admin Program
        • Overview
        • What to expect
        • How it works
      • Security & Privacy
      • Plans & Billing

      Tutorials

      An in-depth guide on how to use each step of the Migration Wizard

      Select Objects

      • Overview of the SELECT OBJECTS feature (before mapping step) in the Wizard:
      • How to select objects to migrate

      Match Users

      • Possibility to match/migrate objects for user:
      • Adding different users to the migration
      • How to use bulk matching
      • How to use User matching versions

      Map Fields

      • The possibility to change the options for values within the custom fields during the mapping step
      • Refreshing the fields during the mapping step
      • Mapping Overview
      • How to use Test Mode
      • How can I see examples of the data in my source fields?
      • How to use the mapping legend
      • How to update the values of dropdown fields
      • Incompatible Field Mapping
      • How to use filtered views
      • How to map complex fields
      • What is an unrestricted dropdown field option?
      • How are the "create date", "update date", and "created by" system fields migrated by most CRMs?
      See more

      Sample Migration

      • How to review the sample migration results
      • How to change mapped fields after the sample migration is complete
      company logo
      • Trujay.com
      • Submit a Ticket
      • Go to Customer Portal