CRM

CRM Data Migration

CRM Data Migration
Yuliya Skorobogatova
July 14, 2017
Last updated: April 7, 2021

CRM data migration is a common procedure in today’s fast-growing business world. Yet, the data import is surrounded by a number of misconceptions. Some company owners, intimidated by the various pitfalls, try to avoid this task, forgetting that CRM migration is one of the essential steps that make an organization run successfully.

If these are avoided, data transition can create as many issues as it solves – so the thorough planning and preparation stages can decrease the risks and ensure successful results. Let’s take a look at the review of CRM data migration and suggestions on how to avoid any migration pitfalls.

CRM Data Migration: Primary Aspects to Consider

Generally speaking, CRM data import is a project of moving the records from CSV files or the current CRM to the desired solution. The information migration includes the processes of preparing CRM data, selecting a method of data transfer, and applying your business goals to the new tool.

The first step is to make the decision to move your information to the advanced CRM and find a suitable solution. Then, you should start preparing your database to accept the transfer. So, select the items that you want to move and refine them by ensuring they are consistent and with no duplicates.

Also, don’t forget to create a backup of your existing database and inform your employees about the upcoming change. After the database is ready, and you have decided to move to Bitrix24, it is time to find the right way to perform the CRM data migration.

Data Import Techniques

When the preparation stages have been completed, you can proceed to the actual data transfer. There are two main methods to complete the data migration - manual and automated.

Manual transfer

You can complete the data import on your own via file transfer, as follows: You copy your records from the existing platform and paste them into a new one. Albeit, it is suggested to keep in mind, that data mapping can be a tricky task, in case done wrong, you can reduce the chances of a successful result. Besides, if you require migrating any custom fields, you will most likely waste a lot of time and effort, as well as run over time.

Automated transfer

Another technique is to take advantage of the automated software. These specific services are designed to transfer the CRM records accurately, swiftly, and securely, and Data2CRM is one of them. An automated tool enables you to map the modules on your own and launch a free Demo Migration to check the SaaS in action.

Consequently, since a number of companies tend to migrate to the Bitrix24, let’s explore the step-by-step guide on how to move the records from the current platform to this CRM.

Bitrix24 CRM Migration: Achieve Business Success with Efficient CRM

Succeeding with all preparations, you can start the Bitrix24 transfer by means of an automated migration service Data2CRM. So, before starting the CRM migration to Bitrix24, you should install the Data2CRM application at the Bitrix24 marketplace by taking the following steps:

  1. Log in to your Bitrix24 account and choose the Data2CRM plugin.
  2. Then, Press ‘Install’ and confirm the installation.
  3. After that, press “Go to Data2CRM.Migration Wizard” and create an account. Verify your name, email, password, and fill in the phone number or log in with your social networks’ information.
  4. Specify your current CRM access credentials (API Key, email, URL, etc.)
  5. After that, choose Bitrix24 and provide the system’s URL.
  6. Choose the modules you want to migrate to Bitrix24, map the fields and users in accordance with your business requirements, as well as start the free Demo Migration. The SaaS moves up to 20 entities together with relations between the records during the test data import. If you want to check the Demo outcome, you can visit your Bitrix24 dashboard and explore the migrated records, as well as the service quality.
  7. If you are satisfied with the Demo results, launch your CRM data migration from the current platform to Bitrix24.

At last, even though the CRM data migration is complete, you should consider a few more actions to ensure the smooth implementation of the new platform. So, you should check whether all migrated items moved to the proper places, as well as set up the workflow rules and filters for reporting tools.

Since user adoption is one of the most critical parts of the CRM implementation process, equip your staff with all required information and tutorials about the new system. Also, sort out the product and technical support and make sure everyone understands this.

Final Shortcut

All in all, considering CRM migration as a complicated and time-consuming project which can hold you back from unveiling the new business opportunities and profits growth. Take all migration hints above into your account to eliminate mistakes and migrate your data without ongoing headaches.

Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
You may also like
Business development
5 Things That Will Not Change In 2019 (No Matter What)
4 Ways To Fight Procrastination Within Your Team
Applications
Integration between Bitrix24 CRM and Line is out!
Tasks and projects
Access Permissions in Tasks