April 9th, 2025
At the first step of the MigrateMyCRM wizard, you'll be prompted to connect your source and target CRMs.
๐ Security & Compliance
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Your CRM connections are secure and fully ISO/GDPR compliant.
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The SyncMatters team cannot access your CRM interface using the credentials you provide.
๐ API Tokens
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If your source CRM requires an API token (e.g., Pipedrive or Freshsales), keep in mind:
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These tokens are necessary for each CRM user to migrate their Emails and Attachments.
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If only one token is provided, the migration will proceed, but only that user's correspondence will be transferred.
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โ User Permissions
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Ensure the user accounts used for CRM connection have sufficient permissions to read and write all data to be migrated.
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Typically, a System Admin or Super Admin role works best.
Choose How to Proceed After Connecting
Once your CRMs are connected, you have two options:
๐ Start Quick Sample
Launches an immediate test migration using default settings. Please note:
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Some system and custom fields may not be mapped.
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Matching of objects except User account will be skipped.
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Data filters wonโt be applied.
See a video tutorial about the Quick Sample option
After the Quick Sample is complete, you can re-run the migration as many times as needed, adjusting Object selection, Field mappings, and User matching
โ๏ธ Customize Your Migration
This option gives you full control over the migration process and results. We recommend customizing your mapping particularly in the following cases:
- Youโre performing a partial migration (e.g., only activities or files).
- Your source or target CRM contains custom objects.
- You want to apply filters to your data.
- Your target portal already contains data that might overlap with records from your source CRM.
See a video tutorial about the Customize Your Mapping option