How Trujay’s Self-Service Tool Works

#1Visit our Self-Service tool to fill in your source and target CRMs credentials.

Visit our Self-Service tool.
Confirm your email address

#2Confirm your email address to receive a notification about the sample and result file. (or provide another one there)

#3Click “Free Sample Migration” to launch; for first-timers, your data fields will be mapped automatically using the most common logic.

If you’d like to map fields on your own, click “Fields Mapping”

“Free Sample Migration” to launch
Evaluate your sample results

#4Evaluate your sample results. If you are satisfied, click “Start Full Migration”

Should you decide to modify your fields, click “Change Fields Mapping”; you can rerun the sample as many times as you need at no cost.

#5Objects selection: Choose what you want to migrate before and/or after you’ve generated sample results.

Choose what you want to migrate
Fields Mapping

#6Fields Mapping: Review and change (if needed) existing mapping according to your business requirements.