How Trujay.Migration Works

1. Visit the wizard and start your free sample migration. Choose your existing and new CRMs from the drop-down menus and provide your current and future CRM credentials.

2. Confirm your email address to receive notifications about the sample and the results file.

3. Click the "Start Sample" button to launch the free sample migration.
Note. For first-timers, the data fields will be assigned automatically using the most common logic.

4. Evaluate the results of the sample migration. If you are satisfied with the results, you can click "Start Full Migration" to perform the full migration.
Note. If you want to change specific details on mapping, click the "Change Fields Mapping" button.

5. You can check/uncheck the required objects. Choose what 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.

5.1 Match the users from your old CRM on the left with their appropriate users in the new CRM on the right.

6. Review and change (if needed) existing mapped fields, according to your business needs.

Case Studies

See how Trujay may assist you in business improvement.
Check out a few of our case studies.

Migration to a Cloud
See is it is possible to simplify the hassle migration process for SMBs and Nonprofits and how to perform it.
CRM for Logistics
Explore why CRM solution is actionable for the logistics industry. Get known how to become a CRM user right here and right now.
CRM for Telecoms
If you work with various strategies and large amounts of customer data, CRM for telecommunication is an irreplaceable tool for you.
Migration of Activities and Attachments
Find out how to perform the migration of Activities and Attachments with already migrated Accounts, Contacts and Leads effortlessly.
Data Import of Notes and Emails with Relations to Contacts
Explore how to migrate only Notes and Emails related to the Contacts of the current CRM together with their attachments.
Updated Data Import of the Products and Quotes
Check out how to perform the updated data import of the products and quotes together with the relations to accounts and contacts.
Customized CRM Data Migration of Accounts and Contacts
Discover how to perform the customized CRM data migration of the accounts and contacts and indicate the right relations between the records.
Customized CRM Data Migration with the Help of Service Packages
Find out how to perform the customized CRM data migration with the help of the personal approach to carry out the import effortlessly.
Automated Data Migration using Wizard
Explore how to perform Automated Data Migration using Wizard accurately and securely. Step-by-step tutorial.
Next

To continue using this website, you have to allow cookies in accordance with our Cookie Policy

×