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MMC Help Center

Migration Process

Migration Process

An in-depth guide on how to use each step of the migration process

Preparation

How do I calculate my CRM record count before migration?

Can I make a backup of my data before the migration?

Select Objects

Overview of the Select Objects step in MigrateMyCRM

How do I select objects for migration?

How can I do cross-object mapping (e.g., Emails to Notes)?

How can I filter my records?

What are the matching and merging options on the Select Objects step?

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Mapping - Basic setup

Overview of the Mapping step in MigrateMyCRM

How do I migrate records with the correct dates and times?

How do I use the mapping legend?

How do I pull new CRM fields into the mapping view?

Can I update the values in my picklist fields?

Can I filter my mapping view?

Can I see examples of the data in my source fields?

Can I share a public link to the mapping page with others?

How can I make notes while working on my migration?

How do I use Test Mode?

Will my changes be autosaved?

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Mapping - Advanced setup

How do I map multiple fields to a single field?

How are the "create date", "update date", and "created by" system fields migrated by most CRMs?

What is an unrestricted drop-down field option?

Can I add/modify values to existing dropdown field in target CRM using mapping UI?

What is an unrestricted dropdown field option?

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Matching

How do I match my users between my CRMs?

What is the Bulk Matching feature?

Match Records

How do I migrate just my Activities and Attachments from Salesforce to HubSpot?

How do I migrate just my Emails and Attachments from Pipedrive to HubSpot?

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Sample Migration

How do I review my sample migration results?

Can I change my mapped fields after the sample migration is complete?