If you are planning to transfer your company's data from one CRM system to another, the most efficient and secure way is to use a special import wizard or integration tool.
An import wizard is a tool that allows users to import data from another CRM system into the new one. It can be provided by the CRM system you are using itself, or by a third-party vendor. It usually allows you to upload CSV or Excel files and mapping data fields.
Regardless of the tool you choose, preparations must be made before importing or integrating. It is important to prepare the data in the original system so that it matches the data structure of the new system and is free of errors. Post-import/integration testing should also be performed to ensure that the data transfer is correct and complete.
Trujay offers a data migration wizard app as well as guided support to ensure that your mapping, testing, QA, and delta migration go smoothly. It will make your Capsule to Insightly data migration much easier.
Trujay’s migration app allows you to run as many free random samples as you want. The goal is to keep experimenting with the mapping until the sample data appears exactly as you want it to. Every sample you run will overwrite the previous one, so don't worry about filling up your Insightly with sample data.
So this is the option that defines “doing it the right way.” Among our clients, there is no one who would regret switching to Insightly, this is a specialized trading CRM system with wide functionality, a clear interface, and cool integrations. At very affordable rates. We have developed mechanisms that will make the transition quick, comfortable and safe. You can do it without involving programmers, if anything, our cool technical support is in touch.
The process of custom CRM migration may include the following steps:
- Defining goals and requirements for the new CRM system.
- Evaluating the amount of data to be migrated and its structure.
- Determining the data format and settings that need to be exported from the old CRM system.
- Exporting data and settings from the old CRM-system.
- Import data and settings into the new CRM system.
- Validation of the imported data and settings.
- Customize the new CRM system to meet your requirements and goals.
Having a project manager or CSM guide you through the entire Capsule to Insightly migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automations, etc. An entrepreneur is always looking for the best options, changing a CRM system can be easier than endlessly “finishing” the one that is, putting up with inconvenience and unjustified costs for its maintenance.
You have options
To wrap up
So, your choice depends only on you.
Self-Migration can be used if the amount of data to be migrated is small, or if the user has enough experience and knowledge to perform the process independently.
Customized data migration is the process of transferring data and settings from one system to another, which is performed by specialists according to the requirements and needs of the individual user or company. This approach can be used if the amount of data to be migrated is large or if a new system needs to be customized to meet the needs and business processes of users.
Which option you should choose depends on many factors, such as the amount of data, expertise and knowledge, as well as the requirements and needs of the user. In any case, a successful data migration requires careful preparation and testing to minimize the risks of data loss and system failures.
If you ever would like to discuss your conversion between Capsule to Insightly, please feel free to contact us here for a quick call.