Migrate CRM to CSV or Excel Files to Create a Backup of Your Data (2018)

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Migrate CRM to CSV or Excel Files to Create a Backup of Your Data (2018)

It is never enough talking about the value of CRM platforms to businesses. They are extremely useful tools that help all the departments in your company to work more efficiently and store tons of beneficial information.

However, it could happen that your CRM system cannot fulfill the business needs anymore, it is too complicated for your team to use it, or what is worse, has some bugs or program errors. In this case, it is recommended to make a backup of all the data and start looking for a new and better opportunity.

How to make a backup of all the data you have? You can migrate CRM to CSV or CRM to Excel files. In such way, you can be sure that all of the important information you have on your CRM platform is not going to disappear, erase, or vanish during the migration to another platform.   


What Records Can be Exported


Talking about different CRM platforms, not many of them can offer an option of data export into CSV/Excel files. Those who do, often offer you to export only of some particular fields, for example, only Users, Contacts, Leads, etc.


Pipedrive offers its users the possibility to export data from six data fields:

  • People
  • Organizations
  • Deals
  • Products
  • Activities
  • Notes

Migration is available in CSV and Excel files.


HubSpot CRM allows to export only three fields:

  • Companies
  • Deals
  • Contacts

To import all Companies/Deals/Contacts you have to make sure you’ve mapped the filters and choose the correct file format.


Salesforce allows you to migrate all the data you have on CRM to CSV files by using Data Loader. But this option is only available for Salesforce Classic and Lightning Experience.


Insightly offers you export an entire category of data or just a subset of records from the list views, or export data from a custom report. You can export the following fields:

  • Leads
  • Organizations
  • Organization notes
  • Contacts
  • Contact notes
  • Tasks
  • Projects
  • Projects notes
  • Opportunities
  • Opportunities notes

CSV files will be sent to your email address.


Zoho allows you to export data from modules and reports. When exporting a report, you can get a limited amount of records in bulk - 20,000.

A CSV file can be downloaded straight to your computer.


Capsule CRM gives you the opportunity to export:

  • Contacts
  • Opportunities
  • Cases
  • and history of emails and notes

The ZIP file will be sent to your email address, it will contain CSV files for the exported records.


Why Make a Data Backup with Trujay

Trujay offers you an option of export the data from any CRM platform directly into CSV/Excel files automatically.

It is possible to move all of your data with saved relations between the records without any limitations. That means, when you decide to transfer data from CSV/Excel files to another CRM system, the records will have the same connections as it was in the previous CRM platform.

Take a look at what Trujay clients say about the service.

Move from Your CRM to CSV or Excel Files with Trujay

This step-by-step instruction is suitable for both CSV and Excel files.

    1. Go to https://app.trujay.com and register your account. Provide your name, email, password and enter the phone number; or sign in with your social network accounts or as a CRM (Salesforce, HubSpot CRM) user.register


    1. Specify your existing CRM and provide the needed credentials. Define your destination - CSV/Excel files. Press the Continue button.

    1. After that, select items you’d like to migrate CRM to CSV. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads and notes etc.
    1. So, check out your Demo migration results. If you are satisfied, choose an Insurance Plan and start a full migration from your CRM to CSV files.
    1. When the full migration is complete, press the marked link to download the CSV files to your computer.


To Sum Up


It is always a good idea to have a backup of the data from CRM on your computer. In case of any CRM errors, bugs, you can be sure that there won’t be any data loss.


Taking the steps mentioned above, you will be able to migrate CRM to CSV files smoothly and secure.

Trujay allows you to put some amount of your data into CSV file by running a free Demo migration.


What is more, Trujay offers a discount 75% off when migrating into CSV/Excel files in August 2018.


Don’t wait up, do a backup of your data, migrate CRM to CSV files today.

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