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MigrateMyCRM
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CRM-Specific Guides
Getting Started
Overview of MigrateMyCRM
Terminology
Migration Process
Preparation
Select Objects
Mapping - Basic setup
Mapping - Advanced setup
Matching
Sample Migration
Full Migration
Delta migration
CRM-Specific Guides
Act!
Agile CRM
Base
Bitrix24
Capsule
Close.io
Copper
CSV
Excel
Freshsales
Highrise
HubSpot
Infusionsoft (Keap)
Insightly
Microsoft Dynamics
monday.com
Pipedrive
PipelineDeals
ProsperWorks
Salesforce
Solve
SugarCRM
SuiteCRM
Vtiger
Zendesk Sell
Zoho CRM
Zendesk
Troubleshooting
FAQ
General Migration FAQs
Data Limitations & Restrictions
Advanced Migration Features
Security & Privacy
Plans & Billing
HubSpot Admin Program
Overview
What to expect
How it works
Back to home
MMC Help Center
CRM-Specific Guides
Getting Started
Overview of MigrateMyCRM
Terminology
Migration Process
Preparation
Select Objects
Mapping - Basic setup
Mapping - Advanced setup
Matching
Sample Migration
Full Migration
Delta migration
CRM-Specific Guides
Act!
Agile CRM
Base
Bitrix24
Capsule
Close.io
Copper
CSV
Excel
Freshsales
Highrise
HubSpot
Infusionsoft (Keap)
Insightly
Microsoft Dynamics
monday.com
Pipedrive
PipelineDeals
ProsperWorks
Salesforce
Solve
SugarCRM
SuiteCRM
Vtiger
Zendesk Sell
Zoho CRM
Zendesk
Troubleshooting
FAQ
General Migration FAQs
Data Limitations & Restrictions
Advanced Migration Features
Security & Privacy
Plans & Billing
HubSpot Admin Program
Overview
What to expect
How it works
CRM-Specific Guides
Answers to questions around specific systems we connect to
Error messages while connecting Zendesk CRM, and how to fix them.
What is the difference between MigrateMyCRM and HubSpot's import tool?
Act!
How to migrate CRM data from ACT CRM?
How can I find my Act! Cloud database name?
How to find the database name in Act! Premium Web
How to find the database name in Act! Growth Suite
How to find the URL of Act! Premium Web
How to back up the Act! Database
How to find the credentials for the authorization during automatic migration from Act!
See more
Agile CRM
Where do I find my Agile CRM REST API Key?
Base
How can I find Base CRM Access Token?
How can I migrate tags during the Base CRM data import?
How can I find a number of Base records?
Bitrix24
How does MigrateMyCRM handle the migration of associations in Bitrix24?
Capsule
Which objects can be imported for Capsule CRM?
How Can I Create Custom Data Field in Capsule CRM?
How can I migrate tags during the Capsule data import?
How can I find out Capsule CRM API token?
How can I find a number of Capsule CRM records?
How to connect Capsule to perform Capsule import?
See more
Close.io
How can I find the Close CRM API key?
How Record Owners Are Migrated from Close.io CRM
Copper
How Can I Find the API Key in My Copper CRM?
CSV
What Salesforce edition can I migrate data from/to?
How to migrate data from CSV files into a CRM with all associations between objects?
What are the main requirements to the CSV file for the successful data migration?
Excel
What are the main requirements to the Excel file for the successful data migration?
Freshsales
Where do I find my Freshsales API Key?
Why my activities are not showing up under deals as they would in Freshsales?
Highrise
Which objects are moved for Highrise?
Can I preserve the owner associations between the records during the migration to Highrise?
How can I migrate tags during the Highrise data import?
How does MigrateMyCRM handle the migration of associations in Highrise?
What is a data limitation while migrating to Highrise free edition?
How can I find my Highrise API Token?
How to connect Highrise to complete Highrise import?
Where I can find a number of Highrise records?
See more
HubSpot
Migrating to HubSpot via MigrateMyCRM
What role and access level should I have to accomplish HubSpot migration?
How can I avoid getting HubSpot email notifications during the migration process?
Can I create custom properties in HubSpot during migration process?
Deals currency is incorrect after migration to HubSpot, what should I do?
Labels (tags) are not supported in HS. How can we migrate and reflect this data?
How can I find the number of HubSpot records?
How to connect HubSpot CRM to complete HubSpot CRM import?
Should I Migrate Leads from My Legacy CRM to Leads or Contacts in HubSpot?
Migrating users to HubSpot
How do I assign a business unit to all migrated records in HubSpot?
When Should You Use MigrateMyCRM vs. HubSpot’s Native Import? A CRM Migration Complexity Checklist
Why Aren’t My Custom Objects Associated with Native Ones?
Can I Run a Test Migration to a HubSpot Sandbox Before Migrating to Production?
What set of user permissions do I need to create HubSpot Backup successfully?
See more
Infusionsoft (Keap)
Which objects can be migrated from/to Infusionsoft?
How can I migrate tags during the Infusionsoft data import?
Insightly
Which objects are moved for Insightly?
Can I migrate a checkbox field to Insightly from other CRM?
How can I activate leads in Insightly?
How does MigrateMyCRM handle the migration of associations in Insightly?
How can I add a new user to my Insightly CRM?
How can I find Insightly CRM API Key?
Where Can I Find a Number of Insightly Records?
How to connect Insightly to perform import from Insightly?
See more
Microsoft Dynamics
How do I connect Microsoft Dynamics?
Which objects can MigrateMyCRM move for Microsoft Dynamics?
How to find URL for Microsoft Dynamics 365?
How to activate the user in Microsoft Dynamics CRM for an automated Data Migration?
monday.com
Where do I find my monday.com personal API Token?
How do I connect a monday.com account for migration?
What does the error "You don't have access to this entity method. Check the application permissions" mean?
Pipedrive
How to include all Emails and Attachments in a migration from Pipedrive?
How Can I Create Custom Data Field in Pipedrive?
Which objects can be migrated to/from Pipedrive?
How to activate deactivated Users in Pipedrive?
How can I find my Pipedrive API Token?
How can I find the number of Pipedrive records?
How to connect Pipedrive to perform import from Pipedrive?
Smart Data Search / Smart Contact Data isn't migrated from Pipedrive
My Pipedrive migration is paused. What should I do?
See more
PipelineDeals
How does MigrateMyCRM handle the migration of associations in PipelineDeals?
How to connect to PipelineCRM?
ProsperWorks
How Can I Find the API Key in My ProsperWorks CRM?
Salesforce
How to Add an IP Address to Whitelist on Salesforce?
How can I ensure full data access before migrating from Salesforce CRM?
Which objects can be migrated to/from Salesforce?
How can I deactivate validation rules before migration to Salesforce?
What options do I have to migrate Notes to Salesforce?
Can I migrate data into the Salesforce audit fields "created at", "created by", and "updated at", updated by?
Can I create custom fields in Salesforce using the migration wizard interface?
What Should I Do if the Created Custom Field Doesn’t Show up in Salesforce?
What should I do to make Duplicates Migration to Salesforce Classic Successful?
How to request a temporary increase to Salesforce API limit?
How Do I Enable API Access in Salesforce Lightning Experience by the Permission Set?
Does MigrateMyCRM Respect Salesforce Deduplication Rules During Data Migration?
How to set up a migration from/to Salesforce?
How MigrateMyCRM handles the migration of relations in Salesforce?
Can I migrate users to Salesforce?
How to Enable Salesforce Professional API Access
How do I find out my Salesforce Edition?
Which Salesforce Editions does MigrateMyCRM support for automated migrations?
How to export Salesforce data in .csv files?
How to create a Salesforce backup?
How to migrate from Salesforce with the help of CSV files?
My Salesforce migration is paused. What should I do?
Why Target Salesforce Users Are Unavailable (greyed out) for Matching During Migration
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Solve
How does MigrateMyCRM handle the migration of associations in Solve360?
How Can I Find My Solve API Token?
How to connect Solve360 to perform import from Solve360?
Where can I find a number of Solve CRM records?
SugarCRM
Which objects can MigrateMyCRM move for SugarCRM?
How does MigrateMyCRM handle the migration of associations in SugarCRM v11?
How to connect SugarCRM to perform import from SugarCRM?
Where can I find a number of SugarCRM records?
Test CRM environment for Sugar / Suite CRMs
See more
SuiteCRM
Can I migrate users to SuiteCRM On-Demand?
How does MigrateMyCRM handle the migration of relations in SuiteCRM system?
Where Can I Find a Number of SuiteCRM Records?
Vtiger
How does MigrateMyCRM handle the migration of associations in Vtiger system?
Where can I find the API key to my Vtiger CRM (open source)?
Where can I find the access key to my Vtiger CRM On Demand?
Where Can I Find a Number of Vtiger Records?
Zendesk Sell
How can I find Zendesk Sell Access Token?
Zoho CRM
How does MigrateMyCRM handle the migration of associations in Zoho system?
Which objects can MigrateMyCRM move for Zoho CRM?
How can I disable Zoho two-factor authentication?
How to check out Zoho API request usage?
My Zoho migration has been paused. Why?
Mandatory field missing - "X" error message for Zoho CRM. How to fix it?
How to connect Zoho to perform import from Zoho?
Emails migration from Zoho CRM
See more
Zendesk
How do I find my Zendesk API token?
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