Migrate from Excel to Close
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This document discusses how to migrate data from Excel to Close using Trujay's hassle-free migration tools. It provides a step-by-step process for analyzing your data, securely transferring it, notifying employees, and checking the migration was successful by ensuring records, relations, filters and workflows were all properly migrated. Users can test a sample migration, map fields as needed, and then start a full migration with Trujay's wizard and support.
Migrate from Excel to Close
- 1. HOW TO MIGRATE DATA https://trujay.com/migrations/close/
- 2. In today’s day and age, it is almost impossible to run a successful business without CRM systems. Why? CRMs can store enormous amounts of information, meet clients’ needs, and support the work efforts of different departments. In this presentation, we’ll explore the benefits and how-to’s of hassle-free migration with the help of Trujay. Let’s dive in!
- 3. Try out your solution Analyze and filter your records Secure the information Notify your employees Pre-Data Migration Checklist
- 4. Visit Trujay’s Self-Service Wizard. Select the needed CRM platform type from the drop-down menu. Provide all required credentials. Click the “TEST CONNECTION” button. How to Migrate from Excel to Close
- 5. How to Migrate from Excel to Close Confirm your email address to receive a notification about the sample and result file.
- 6. Click “Free Sample Migration” to launch. For first-timers, data fields will be mapped automatically using the most common logic. If you’d like to map fields on your own, click “Fields Mapping.” How to Migrate from Excel to Close
- 7. How to Migrate from Excel to Close Evaluate 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.
- 8. Objects selection: Choose what you want to migrate before and/or after you’ve generated sample results. How to Migrate from Excel to Close
- 9. Fields Mapping: Review and change (if needed) existing mapping according to your business requirements. How to Migrate from Excel to Close
- 10. Records are in their correct place Relations are properly restored Filters are modified for reporting Workflow rules are created and personalized Post-Migration Checklist
- 11. Final Notes Join hundreds of Trujay’s happy customers and migrate from Pipedrive to HubSpot today! Start with our free sample migration or our estimated price tool. If you still want to learn more information regarding the process of data switch, please feel free to contact our experts for useful insights!
- 12. Stay connected with us! @TrujayCompany @TrujayCompany @TrujayCompany @TrujayCompany WWW.TRUJAY.COM
- 13. MOVE YOUR CRM NOW- IT'S NEVER BEEN EASIER! https://trujay.com/migrations/close/