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Help Center
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
How do I calculate my CRM record count before migration?
Can I migrate all of my CRM objects using the self-service migration tool?
Can I structure my CRM data internally? That is, migrate my data within my current platform?
After migration, I found notes assigned to my migrated records which didn`t exist in source CRM. What are they?
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
