Migration Process
An in-depth guide on how to use each step of the migration process
Preparation
Select Objects
Mapping - Basic setup
- Mapping step in MigrateMyCRM
- How do I migrate records with the historical creation dates?
- Where can I find documentation on how to use the migration wizard?
- How do I pull new CRM fields into the mapping view?
- Picklist Options Mapping
- How can I make notes while working on my migration?
- Can I filter my mapping view?
- Can I set a constant (fixed) value for a field in a target CRM?
- Can I see examples of the data in my source fields?
- Can I share a public link to the mapping page with others?
- Will my changes be autosaved?
Mapping - Advanced setup
- Modify options for picklist fields when creating custom fields at the mapping step
- How do I use Test Mode?
- How to Use the Combine Function for Data Migration
- How are the "create date", "update date", and "created by" system fields migrated by most CRMs?
- What is an unrestricted drop-down field option?
- How to Use the Cascade Function for Data Migration
- How to use the Join function for data migration
- How to use the Dependency function for data migration
- How to use the Multiply function for data migration?