SugarAI is currently reviewing our Marketplace strategy and submission process. During this time, we are temporarily pausing new Marketplace partner and add-on submissions.

We appreciate your patience as we work to ensure the Marketplace continues to provide a strong and relevant experience for our customers and partners. For questions, contact marketplace@sugarai.com.

Automated Sugar Migration by Data2CRM

by Data2CRM

Data migrations made easy by the data migration experts. Use our pre-built, automated CRM data migrations to SugarCRM or SuiteCRM from over 20 other CRMs. We also work with other legacy data sources via custom migrations with files, csv, various databases, database dumps, any CRM, any Help Desk, plus other applications.

FAQ

#1 Why should I use Data2CRM to switch to another CRM platform?

It’s the easiest way to import data as far as the whole process is absolutely automated and requires no coding skills. You save your time and efforts as the CRM data import with Data2CRM doesn’t cause any business interruption and takes just a few minutes. You receive the best quality support. Data2CRM support managers and techs will make your data switch flawless and will be about to assist you anytime.

#2 What do I need to import data from one CRM to another with Data2CRM?

To perform your CRM import, you need the following items: - Your new (target) CRM system already installed. - Access credentials both to Source (current) and Target (new) CRMs.

#3 What role and access level should I have to accomplish CRM data migration?

To perform your CRM transfer, you should be a user with a CEO role who has the highest access level to all company’s units and modules.

#4 Will my source CRM system be live during migration?

The migration process made by Data2CRM won’t interrupt your business and your source CRM will be live during migration.

#5 How to check out Demo Migration results?

To get the whole picture of CRM migration process, please check out the Demo Migration results using the following scenario: - When the Demo is complete, go to your new CRM dashboard - Start checking migrated data from ‘Contacts’ module. - Select one contact and look through all the information (name, contact details, addresses, etc.) - The Contact should have the relation to the corresponding Account(s), Opportunities/Deals and Activities respectfully. If you need more sophisticated Demo Migration and our technicians will make complete and advanced data transfer.

More answers you can find at www.data2crm.com/migration/faqs

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