Data migration
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What is the use of the IDrive® CRM data migration tool? |
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Can I migrate data from my existing CRM platform to IDrive® CRM? |
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What are the prerequisites for migrating data to IDrive® CRM? |
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How do I migrate my data to IDrive® CRM? |
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Can I migrate my data to IDrive® CRM programmatically? |
When a user switches from an existing CRM platform to IDrive® CRM, the data migration tool assures that the existing data is migrated seamlessly with minimal manual effort. It also enables the user to map the imported files to respective modules and pair data columns with the appropriate fields.
The user can also view the mapped, unmapped, and non supported files during migration.
Yes, it is possible to switch from your existing CRM platform to IDrive® CRM. You can transfer your existing CRM data backup to your account in CSV format. Up to 1,00,000 records can be migrated for each module at a time through a CSV file.
For an effortless migration of your old CRM data, ensure to follow the below prerequisites:
- Save the data backup file from your existing CRM platform in CSV format on your computer.
- Customize your IDrive® CRM account by adding the required number of fields according to your existing CRM.
To migrate your data,
- Sign in to your IDrive® CRM account.
- Navigate to Settings and click Data Administration.
- Click Import Data.
- Click Other CRM and upload or simply drag and drop the CSV files from your computer that you want to import. Click
to delete the uploaded CSV files.
Note: You can only upload files with .csv extension.
- Click Next. A message will be displayed once data upload is completed.
- Click Next and map the uploaded data to the fields in the selected module.
- Click Next to proceed. To discard the data migration, click Back.
- Once you proceed, the Review field mapping screen will appear.
- Review the mapped fields and click Next to complete the data migration.
The migration progress will be displayed on the screen.
On successful completion of the migration, the migrated data will be displayed under the specific module in your IDrive® CRM account.
Yes, the Administrators and Super administrators can migrate their existing CRM data to IDrive® CRM using developer APIs.
To apply migration programmatically,
- Sign in to your IDrive® CRM account.
- Navigate to Settings and click Company Details under General.
- Download the Developer API (API collections).
- Use the access token as bearer token to programmatically perform data migration.
This method imposes no limit on the number of records that can be migrated at one go.