CRM-Specific Guides
Answers to questions around specific systems we connect to
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 add credentials to authorize during wizard migration from Act!
Agile CRM
Base
Capsule
Close.io
Copper
CSV
Excel
Freshsales
Highrise
HubSpot
- HubSpot is connected, but some objects are missing from the Objects step
- How do I grant permissions to access additional objects in 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 Tags from a legacy CRM?
- How can I find the number of HubSpot records?
- Should I Migrate Leads from My Legacy CRM to Leads or Contacts in HubSpot?
- Migrating users to HubSpot
- How do I assign a Brand (formerly "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?
Infusionsoft (Keap)
Insightly
Marketo
Microsoft Dynamics
monday.com
Pipedrive
- How to include all Emails and Attachments in a migration from 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?
- Smart Data Search / Smart Contact Data isn't migrated from Pipedrive
- My Pipedrive migration is paused. What should I do?
PipelineDeals
Salesforce
- What Salesforce edition can I migrate data from/to?
- How to add an IP Address to the 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 when migrating Notes to Salesforce?
- Can I migrate data into the Salesforce audit fields "created at", "created by", "updated at", and "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?
- 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 create a Salesforce backup?
- My Salesforce migration is paused. What should I do?
- Why Target Salesforce Users Are Unavailable (greyed out) for Matching During Migration