#1 Provide your current and future CRM details.
Visit the wizard and start your free sample migration. Choose your existing and new CRMs from the drop-down menus. Provide the required credentials.
#2 Confirmation by e-mail.
Confirm your email address to receive notification about the sample and the results file.
Note. For new users, the data fields are automatically assigned using the most common logic
#4 Evaluate the examples of migration results.
If you are satisfied with the results, you can proceed with a full migration by clicking "Start Full Migration".
Note. If you want to modify your mapping, click the "Change Fields Mapping" button.
#5 Objects selection:
Choose what you want to migrate before and/or after you’ve generated sample results.
Note. You can re-run your free sample migration and change mapping details as many times as you need at no cost.
#5.1 Match Users.
Match the users from your old CRM on the left with their appropriate users in the new CRM on the right.
#6 Map Fields.
Examine and modify (if necessary) the existing mapping according to the needs of your business.
