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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
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
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
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
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?
Bitrix24 oAuth token expires in a month
Capsule
What if Users were not migrated in your Accounts and Contacts to 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
How to migrate CRM data from Salesforce Professional & Group editions?
How to migrate from Salesforce with the help of CSV files?
How to make a Salesforce backup?
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?
How to export Salesforce data in .csv files?
See more
Excel
What are the main requirements to the Excel file for the successful data migration?
Freshsales
Where do I find my Freshsales API Key?
Highrise
Which objects are moved for Highrise?
Can I preserve the owner relations between the records during the migration to Highrise?
How can I migrate tags during the Highrise data import?
How many pending deals can I migrate to Highrise trial version?
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?
Can I migrate products to HubSpot?
HubSpot: Adding Business Units for data migration
Can I migrate parent/child relations between companies into HubSpot?
Do I need Hub ID while migrating from or to HubSpot CRM?
How can I find my HubSpot CRM verification code?
How can I avoid getting email notifications during the migration process?
Can I create custom properties in HubSpot during migration process?
How can I find HubSpot CRM Hub ID?
How can I change my deals Currency / Code for HubSpot migration?
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 perform import from HubSpot CRM?
How to connect HubSpot CRM to complete HubSpot CRM import?
Migrating users to HubSpot
See more
Infusionsoft (Keap)
Which objects are moved for 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?
Inaccurate calculation of Insightly records during the migration to another CRM
Probability field of opportunity module has different value after the migration to 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?
Pipedrive
How to include all Emails and Attachments in a migration from Pipedrive?
How Can I Create Custom Data Field in Pipedrive?
Which objects are moved for Pipedrive?
How to activate deactivated Users in Pipedrive?
What Pipedrive user role should I have for successful migration?
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
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 Do I Enable API Access in Salesforce Classic by the Permission Set?
How to Add an IP Address to Whitelist on Salesforce?
What to do if not all the attachments have been migrated from Salesforce?
How Can I Create a User for Custom Migration in Salesforce?
Which objects are moved for Salesforce?
What to do if the Content Version limit exceeded in 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"?
How to migrate the Create Date field to Salesforce?
How Can I Create Custom Data Field in Salesforce?
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 Do I Enable API Access in Salesforce Classic or Lightning Edition?
How to request a temporary increase to Salesforce API limit?
How Do I Enable API Access in Salesforce Lightning Experience by the Permission Set?
How to activate users in Salesforce CRM for the automated Data Migration?
Does MigrateMyCRM supports CRM data deduplication during Salesforce data migration?
How can I make all files accessible in SF for specific user?
What types of activities can I migrate to Salesforce?
How to proceed with Salesforce migration?
How MigrateMyCRM handles the migration of relations in Salesforce?
Can I migrate users to Salesforce?
How to Enable Salesforce Professional API Access
How can I figure out my Salesforce Edition?
Which Salesforce Editions does MigrateMyCRM support for automated migrations?
What to do if not all the attachments have been migrated from Salesforce?
How to add an IP Address to Whitelist on Salesforce CRM?
See more
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
Inability to Migrate Users to SuiteCRM On-Demand Demo Version
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 to add allowed IPs in Zoho CRM
How can I disable Zoho two-factor authentication?
Imprecise estimation of records during the migration from Zoho CRM
How to check out Zoho API request usage?
My Zoho migration has been paused. Why?
While migrating to Zoho CRM should I provide my email details?
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
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