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CRM Migration Wizard
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Prepare to find out how easy it is to migrate your data in just a few simple steps! Let's get started by choosing the systems you'll be migrating.

Migrating From:
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Migrating To:
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We just need to get some information on how to connect to your selected Source. Please fill out the fields below, then test your connection using the Test Connection button.


Test Connection
Now that we have your source information, we just need the following information to connect to your target. Please enter the following information and hit the Test Target button.


Test Target
Expand the data sections below to review the mapping for this migration.

You may also add Custom Field Mappings.
Once you are satisfied with the mapping, click on the "Import Test Data" button below.

 Job Name (Source) (Target)
 

Before we migrate all of your data, we'll import the first 10 records for you to preview. Once satisfied, we'll continue to import all your data! Click the "Import Test Data" button below.

Import Test Data
In this step, we'll load the first 10 Records. After which, you'll review the data in your system to make sure it meets your requirements. Once you're satisfied, we'll collect payment and load all of your data!

When you are ready, press the 'Begin Test Data Load' button below.

Begin Test Data Load


Now we're ready to load all of your data. Press the button below and you can watch the status as your data loads. If you close this window, your data will continue to load and you may come back here to check on the status at any time.

Delete Test Data
When you are ready, press the 'Begin Full Data Import' button.

Begin Full Data Import