Insightly Migration in a Few Clicks

Conduct CRM data migration on your own using our robust Self-Service Tool

Why Do Businesses Choose Trujay?

If you are willing to migrate to Insightly, here are a key points of our benefits

Free Sample Migration (As Many Times as you Need)

Discover how we work before you commit. Our free sample migration lets you trial our system by taking a limited amount of data and previewing it in the new CRM. No credit card required.

Automated CRM Data Migration

Data migration can be done automatically with our Self-Service tool. This not only saves time but provides all the information needed. Trujay works with over 30 of the most popular CRMs all over the globe.

Automated and Flexible Data Mapping

You may use our built-in data mapping to change certain fields according to your needs. Our service satisfies standard and custom fields mapping and ensures that your data will go to the right place.

Data Security and Privacy

Trujay complies with GDPR requirements. The foundation of our migration service is based on effective and secure practices.

Sustained Connection Between Objects and Users

When migrating your data from one CRM to another, Trujay maintains all relations and connections between tickets and their corresponding contacts, attachments, etc.

Cost-Effective and Well-Rounded Technical Support

We offer several levels of service packages and you can estimate the cost of your migration. You can rely on Trujay’s support team and technicians.

We Are Recommended by Top CRM Vendors
capsulecrm salesforce highrise hubspot infusionsoft insightly microsoftdynamics pipedrive sugarcrm zohocrm

How does Insightly Data Migration Work?

The primary focus of this block is to deliver you a brief review on how Insightly migration looks like. Here you will find out which objects can be migrated with the Self Service tool and estimate the approximate price for the Insightly migration.

#1Visit our Self Service Migration in order to set up your Insightly migration.

You will need to fill in your source and target CRMs credentials in order to perform Insightly import.

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)

After specifying your current and future CRMs, your data fields will be set up automatically for the first time.

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

However, if you need, you may change the specific mapping fields or select objects that you want to migrate on your own. For that, click the “Map Objects” button.

“Free Sample Migration” to launch
Choose what you want to migrate

#4Objects Selection: Choose what you want to migrate before and/or after you’ve generated sample results

#4.1Fields Mapping: Review and change (if needed) existing fields mapping according to your business requirements

Fields Mapping
Evaluate your sample results

#5Evaluate 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 Insightly sample migration as many times as you need at no cost

Start Migration from Your Current CRM to Insightly Automatedly

Migrate across TOP CRMs using our Self Service tool easily!

Video Tutorial

Our migration process is fully guided and includes all the stages. Watch the video tutorial about Insightly migration for details on the data import so you’re ready to run a full migration.

How Much is my Insightly Migration Going to Cost?

Trujay provides data migration, integration, and custom packages with various pricing levels. If you’re interested in any of our options, contact Trujay via phone, live chat, or email.

Self Service Migration

Starting at $199
  • All are good but include:
  • Quick, easy, affordable
  • Choose which data to migrate
  • Dedicated account manager
  • Highly secure data servers
  • Friendly support
Start Free Sample

Custom Migration

1 hour rate - $175
  • Tailored to your needs
  • Created for complex data migration
  • All items scoped, tracked, managed
  • CRM data backup on secured servers
  • Dedicated account manager
Request a quote

*The estimate is not your final migration cost. Final costs are subject to change. The estimator is used to get you the most accurate possible quote.

What Our Clients Say

Check out testimonials and actual use cases that highlight our customer success stories.

Data Migration Handbook: Your Guide to Our Process
Read More
Rancho La Puerta: ResortSuite to HubSpot
Read More
5 Secrets When Onboarding A New SaaS System
Read More
Garden Rep Group Case Study: Act! CRM to Capsule CRM Migration
Read More
Discover all case studies
Eric Murphy

Eric Murphy

Babelquest Ltd

If you have a data problem, and no-one else can help, then you need to hire the Trujay team!

Mark McGraw

Mark McGraw

Professional Training & Coaching

“Amazing!”
Overall: Converting data from one CRM to another.
Pros: Migrating data can be tricking Data2CRM is both easy to use, accurate and the support when you need it is fantastic! I can’t say enough positive things about the experience. I’ve used them twice.
Cons: Nothing. I really don’t have anything negative to say.

Troy Simon

Troy Simon

Marketing - Communication Specialist

We have worked with Trujay on a couple of successful migrations from Highrise to HubSpot. Everything went great. I would use them again for future migration needs.

Mihaela Oprea

Mihaela Oprea

Biolase Romania

The team made our migration fast and efficient. The communication was great and we will definitely work with them again! Good job!

William Kay

William Kay

WeddingPlanner.co.uk

They were fantastic help throughout the process. They even built new functionality after I emailed about being unable to associate parent companies – all within 1 day. They made the process really easy, while still allowing me to be in total control with what is migrated and what is not.

Ilana Binenbaum

Ilana Binenbaum

Director of Customer & Partner Relations

It was a great pleasure to work with them. They did everything possible to fulfill the needs of our project and keep in the needed time frames. All the issues were seriously reviewed, and the required efforts were provided to resolve them. Thank you!!!!

Joshua McQueen

Joshua McQueen

Passare Inc.

We couldn’t be happier with our experience with Trujay. Scot was a pleasure to work with and Nina delivered exactly what we were sold. They are very organized and make the process incredibly easy. I would highly recommend Trujay for your data migration needs.

Read all testimonials

Help FAQs related to Insightly Migration

Want to know the exact price for Self Service Insightly migration?

Visit our online Self Service estimator Please note: it requires access to your CRM, as it counts records using an API request. The calculation of the price takes approximately 2-15 mins

Do I need to provide my credit card to try/test Insightly migration?

No, we do not ask for your credit card data to trial our system. We don’t believe in getting your payment information until you’re sure you want to work with us! All you need to do is register your account and Trujay will migrate a limited amount of your CRM data.

What if I have special requirements?

We can absolutely accommodate our Custom Migration. Our team will determine additional effort and present you with a new estimate before sign off. You can let us know exactly what you need and we’ll analyze your requirements, confirm them, and deliver the exact results you want.