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 find the credentials for the authorization during automatic migration from Act!
Agile CRM
Base
Bitrix24
Capsule
Close.io
Copper
CSV
Excel
Freshsales
Highrise
- Which objects are moved to/from 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?
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?
- 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?
Infusionsoft (Keap)
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?
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
ProsperWorks
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 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