After your Sample migration is completed, follow the next few steps to easily find the migrated records:
- Look at the results of Sample migration and check which modules migrated to the Pipedrive CRM:
Download the list of migration records, and also mapping reports like on the screenshot above, open up both files.
2. Then, log in to both of your CRM platforms.
3. In the list of migrated records, please choose a handful of records to review. Open each one in both the source and the target, compare the target record for accuracy, and let us know if any changes need to be made. If you chose to migrate activities, emails, or notes - you`ll find them assigned to corresponding accounts or contacts.
Note: You may see that some of these related records are missing because we migrate a % of the records and not all related records.
4. When checking the migrated record, please refer to the mapping report page for this object. Say, you are checking migrated contact - then go to mapping report and find Contacts fields mapping page:
Make sure that source CRM contacts field values have been migrated into the corresponding contacts in target CRM according to the mapping.
If you want to see how Trujay migrates custom data, no-default modules, or need deeper mapping, please fill in the request.