How does the Wizard work?
Our intuitive self-service solution is broken down into several key steps, outlined below. But, don’t worry, just because it says self-service doesn’t mean you’re on your own. Our expert team is always a click of a button away.
1. Connect Source CRM
Fill in your source CRM credentials to authorize access.
2. Connect Target CRM
Fill in your target CRM credentials to authorize access.
3. Pick Configuration Route
Immediately Start Sample by auto mapping and migrate 10% of random records, or Customize Mapping to begin with auto mapped fields, then adjust objects, users, fields.
Then, select run a sample.
4. Objects Selection
Select which objects you want to migrate.
5. Match Users
Map and/or create users from your source CRM to your target CRM in order to preserve relations.
6. Map Fields
Review and change (if needed) existing field mapping according to your business requirements.
7. Sample Review and Start Full Migration
Evaluate your sample results. If you need to modify your fields, click “Change Fields Mapping.”
You can re-run the sample migration as many times as you need, at no cost.
Once satisfied, click “Start Full Migration”