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Migration Process
Getting Started
How it works
Terminology
Migration Process
Select Objects
Match Objects
Map Fields
Sample Migration
CRM-Specific Guides
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Bitrix24
Capsule
Close.io
Copper
CSV
Excel
Freshsales
Highrise
HubSpot
Infusionsoft (Keap)
Insightly
Microsoft Dynamics
monday.com
Pipedrive
PipelineDeals
ProsperWorks
Salesforce
Solve
SugarCRM
SuiteCRM
Vtiger
Zendesk Sell
Zoho CRM
Troubleshooting
FAQ
Security & Privacy
Plans & Billing
HubSpot Admin Program
Overview
What to expect
How it works
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Help Center
Migration Process
Getting Started
How it works
Terminology
Migration Process
Select Objects
Match Objects
Map Fields
Sample Migration
CRM-Specific Guides
Act!
Agile CRM
Base
Bitrix24
Capsule
Close.io
Copper
CSV
Excel
Freshsales
Highrise
HubSpot
Infusionsoft (Keap)
Insightly
Microsoft Dynamics
monday.com
Pipedrive
PipelineDeals
ProsperWorks
Salesforce
Solve
SugarCRM
SuiteCRM
Vtiger
Zendesk Sell
Zoho CRM
Troubleshooting
FAQ
Security & Privacy
Plans & Billing
HubSpot Admin Program
Overview
What to expect
How it works
Migration Process
An in-depth guide on how to use each step of the Migration Wizard
After migration, I found notes assigned to my migrated records which didn`t exist in source CRM. What are they?
Can I structure my CRM data internally? That is, migrate my data within my current platform?
Can I migrate all of my CRM objects using the self-service migration tool?
What is an unrestricted drop-down field option?
Autosave option in mapping
What are the matching and merging options on the Select Objects step, and which one to choose for migration?
Filtering functionality in the Migration Wizard
Can I add/modify values to existing dropdown field in target CRM using mapping UI?
Select Objects
Overview of the SELECT OBJECTS feature (before mapping step) in the Wizard:
How to select objects for migration
Match Objects
Migrating users to HubSpot
Possibility to match/migrate objects for user:
How to use bulk matching
How to use User matching versions
Map Fields
Refreshing the fields during the mapping step
The possibility to change the options for values within the custom fields during the mapping step
Mapping Overview
How to use Test Mode
How can I see examples of the data in my source fields?
How to use the mapping legend
How to update the values of dropdown fields
Incompatible Field Mapping
How to use filtered views
How to map complex fields
What is an unrestricted dropdown field option?
How are the "create date", "update date", and "created by" system fields migrated by most CRMs?
See more
Sample Migration
How to review the sample migration results
How to change mapped fields after the sample migration is complete
