Get known how to migrate your data from Highrise to Zoho CRM in convenient way. Take a closer look at how Trujay service can help you to perform accurate and secure data transfer, which objects will be moved automatically, and other Highrise to Zoho CRM import details.
Objects and fields mapping may vary according to your demands and business needs
Highrise objects | Zoho CRM objects | ||
---|---|---|---|
Companies | Accounts | ||
Attachments | Attachments | ||
Cases | Cases | ||
People | Contacts | ||
Notes | Notes | ||
Deals | Potentials | ||
Tags | Tags | ||
Tasks | Tasks | ||
Users | Users | ||
Other objects can be migrated in terms of custom migration (investigation required). |
Depending on your CRM platform some of the mentioned above objects may need personal approach for the successful data migration
On this page, you can find an essential information about the Highrise to Zoho CRM data migration and get useful insights on actions before, during and after the transfer. This instruction can help you to switch CRM records smoothly and with no labor waste. As well, it will exclude the worries about the data loss or other issues.
Do not forget to provide the preparation stages for the successful Highrise to Zoho CRM data transfer:
The chosen method depends on the amount of CRM records, objects and customizations you wish to migrate from Highrise. So, pay attention to the following approaches:
Depending on your time and budget, you may select
the most comfortable way for you
Any CRM Platforms. Any objects Any conditions.Our techs will do everything for you!
Migrate your Zoho CRM data fast and conveniently with robust migration wizard. No risk. No tech skills required.
We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.
Move your business data from/to any CRM software with the help of Custom Migration Service securely.There is no limit - any CRM you wish is supported.
Ensure the swift and secure data import of any CRM objects.
Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.Our techs will perform data migration so that to fulfill your specific business needs and deliver you with the desired result
Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.
The personal approach aims to exclude any possible issues during the CRM transition and ensures to assist you through the migration process.
You can set up the fields mapping and data import on your own. Try a free Sample Import to check the service in action and launch a CRM data transfer automatically.
Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.
You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard.
Trujay also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.
Choose the current and desired CRM from the drop-down menus and provide the necessary access credentials (login, password, URL, or API key).
Note. We do this so that we can complete your migration and do not use your login information for any other purpose other than delivering migration results.
Select the object(s) you want to migrate before and/or after you’ve generated sample results.
Note. You can re-run your free sample migration and change mapping as many times as you need at no cost.
Match the users from your old CRM on the left with their appropriate user field in the new CRM on the right.
You may change the specific fields mapping on your own to comply with your business needs.
Click “Start Free Sample Migration” to perform the sample migration to your new CRM platform. Evaluate the automated switch between the existing and new CRMs. The service migrates the limited amount of records together with relations between the records..
Note. Find out more about Trujay services if you want to get advanced CRM migration assistance.
If you are satisfied with the results, you can click "Start Full Migration" to perform the full migration and switch data to your new CRM platform. When your Full Migration is completed, check its results and get down to running your business more efficiently with the new CRM solution.
Please note: the prices are approximate.
We take security very seriously and have developed a comprehensive set of practices, technologies and policies to help ensure your business data is secure. Security is essential in working with customers’ information, Trujay.Migration team builds the service on the effective and security-focused practices.
Real testimonials from real clients
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