IDrive® CRM makes it easy to transfer your data from other CRM applications. With automated mapping, fields are matched without manual effort. No need to download or upload CSV files, and there are no size limits. You can also track progress in real-time with detailed reports.
The user-friendly wizard with simple instructions lets you migrate data with minimal effort and time.
Quick automated transfers to minimize downtime and manual errors. No risk of data loss with error logs for efficient tracking.
Map the imported files to their respective modules and pair data columns with the appropriate fields.
Import contacts, notes, default and custom fields from your existing CRM, without any file size limitations.
Migrate data your way—use a CSV file for manual transfer or Developer APIs for seamless integration.
Easily transfer your CRM data by uploading a CSV file. Customize your IDrive® CRM account by adding fields that match your existing CRM.
Sign In
Save the data backup of your CRM in CSV format on your computer.
Upload or drag/drop the CSV files that you want to migrate.
Map the uploaded data to the respective fields in the selected modules.
Review the mapped fields to complete the data migration.
Streamline data migration from your existing CRM to IDrive® CRM with our Developer API collection, minimizing manual effort.
Navigate to Settings in your IDrive® CRM account and click General > Company Details.
Download the Developer API (API collections).
Use the access token as bearer token to programmatically perform data migration.
