Migrate from CSV to Close
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This document discusses how to migrate data from one CRM system to another using Trujay. It provides steps for analyzing your current data, selecting what to migrate, mapping fields between the old and new systems, running a sample migration, and checking the results. The full migration process is then started. Post-migration checks are recommended to ensure records, relations, filters and workflows were migrated correctly. Trujay offers hassle-free data migration between many CRM platforms like CSV and Close.
Migrate from CSV to Close
- 1. HOW TO MIGRATE DATA https://trujay.com/migrations/close/
- 2. In todayâs day and age, it is almost impossible to run a successful business without CRM systems. Why? CRMs can store enormous amounts of information, meet clientsâ needs, and support the work efforts of different departments. In this presentation, weâll explore the benefits and how-toâs of hassle-free migration with the help of Trujay. Letâs dive in!
- 3. Try out your solution Analyze and filter your records Secure the information Notify your employees Pre-Data Migration Checklist
- 4. Visit Trujayâs Self-Service Wizard. Select the needed CRM platform type from the drop-down menu. Provide all required credentials. Click the âTEST CONNECTIONâ button. How to Migrate from CSV to Close
- 5. How to Migrate from CSV to Close Confirm your email address to receive a notification about the sample and result file.
- 6. Click âFree Sample Migrationâ to launch. For first-timers, data fields will be mapped automatically using the most common logic. If youâd like to map fields on your own, click âFields Mapping.â How to Migrate from CSV to Close
- 7. How to Migrate from CSV to Close Evaluate your sample results. If you are satisfied, click âStart Full Migration.â Should you decide to modify your fields, click âChange 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 youâve generated sample results. How to Migrate from CSV to Close
- 9. Fields Mapping: Review and change (if needed) existing mapping according to your business requirements. How to Migrate from CSV 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 Trujayâs 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/