The customer wanted to perform the migration of the custom modules: 5 000 Contacts into Accounts and 8 000 Accounts into Contacts. The task was to indicate the right relations between the records.
- migration of the custom modules that are not supported in the automated data import
- migration of the specific modules type (Agents, Vendors) of the current CRM into the different type of the future platform;
- move CRM records without the downtime of the current and future solutions.
- migrate the accounts into contacts, and contacts into accounts.
- transfer the entities and preserve the right relations of the items related to accounts and contacts.
We took into consideration all specific client’s recommendations regarding the CRM data import to a future platform, as well as resolved the issues in the following way:
After that, our techs created the detailed modules mapping of the existing and new platforms and sent it to the client for confirmation.
Trujay techs investigated the peculiarities of the current and future CRM systems and explored the modules customizations of the destination platform.