#3

After that, we create a detailed mapping of users, accounts, contacts, leads, opportunities and other modules. Usually, it takes up to 3 days together with all edits according to customer’s requirements.

• mapping is created for each module that has to be migrated. When the mapping of modules ‘Contacts’ is created, it is sent for confirmation to the customer.

#4

The next step is the actual migration of data from the current to the future CRM platform. With the help of Trujay.API and our unique solution (developed by our techs), our techs perform the CRM data migration by matching the fields in the following way:

• accounts by the field “Name”;
• contacts by “Email, First+Last Name”;
• opportunity by “Name, relations to accounts/contacts”;
• leads by “Email, Name”;
• attachments are migrated in the next mode
  • In case the attachments are related to the main module on the current platform (accounts, contacts,etc.), as well as to activities on the future system, create the activity field on the destination CRM that is related to the main entity and includes an attachment;
  • If the attachment is related to activity on the existing platform and the main entity on the future platform, migrate the attachment to the main module that has a relation to on the current platform.

Also, we delete the copies of records by using a deduplication feature. In this case, the duplicates can be merged or replaced.

#5

After the data migration, the Quality Assurance (QA) department examines the migration results of each module in accordance with a checklist and the customer requirements. After the QA audit of every entity, our support informs the state of the CRM migration.

Results

#1

Products and Quotes were migrated successfully together with the relations to accounts and contacts

#2

Modules Mapping was performed in accordance with the customer’s requirements