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Best Practices, Limitations,  Options, and More...

Highrise to Pipedrive migration

Highrise to Pipedrive migration

What are my options for

converting Highrise to Pipedrive?

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Continuous performance monitoring and process review are crucial for customer-centric companies. This is important for two reasons. Firstly, to maintain existing customer relationships. Secondly, to identify opportunities for organizational improvement and new customer acquisition in a rapidly changing market.

If you recognize the name, it's likely that you already use Highrise and are considering a switch to Pipedrive. However, before making the switch, it is important to approach data migration with caution and careful planning. While contractor services can assist with uploading contacts and accounts, the process can be complicated and vendors may prioritize quick migration over quality and cost-effectiveness for your organization.

Here we will tell you about three ways to migrate data:
1. Self-migration or vendor assistance
2. Automated data migration tool
3. A custom migration

Option 1

Migrating myself 

If you have a small amount of information, you can manually handle it yourself.

 

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Option 2

A wizard import tool or
an integration

Several data migration tools are available in the market that offer direct API to API migration from Highrise to Pipedrive.

 

Option 3

A custom migration

We consider this to be one of the most seamless transitions to Pipedrive. While previous options were not necessarily inadequate, this option takes care of the entire migration process, allowing you to concentrate on learning and setting up Pipedrive.

 

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Option 1: Migrating myself and using the CRM vendor’s import tool

As a company conducts business operations, it accumulates a vast amount of customer data, contact information, invoices, and other crucial business-related details. If you attempt to transfer the data from Highrise CRM on your own, you will only be able to transfer basic data, and the process will be difficult and time-consuming. Unfortunately, we have seen many customers who have purchased a new solution and attempted to manage the data import themselves or relied solely on the "native" tools provided by the CRM contractor, resulting in a messy and disorganized database and the loss of up to half of the data. Therefore, it is crucial to have a well-planned strategy, a reliable partner, or appropriate tools to facilitate the transition before investing in a CRM solution.

When asking for help from a vendor, you should also be careful. Companies are good at implementing their software, but data migration can be done quickly and poorly. 

pro

Pro

This option is free, and if it's meaningful to you, and you're okay with not importing complex functions and all, it's at no cost, and the time frame is your own.

cons

Con

The downside of this, other than bringing in the rest of your data, is you will be working with files of data, so make sure you know what you’re doing and feel comfortable that you are not jeopardizing the integrity of the data.  Deleting rows of fields can get hairy, especially if there was something there your team needed or will need in the future, so make sure you always have them highlight what’s important to maintain.

Option 2: Migrating with a wizard import tool or an integration tool

Several data migration tools are available in the market that offer direct API to API migration. One excellent solution is a pre-built software designed for efficient data transfer between CRM systems. With this service, you can transfer data from Highrise CRM to another in just a couple of hours, without requiring any technical expertise. This service ensures a swift and smooth migration of data to the new CRM. Your products, leads, deals, events, and other important data will be seamlessly transferred from your legacy CRM to Pipedrive.

In our opinion, you should consider using data migration wizards designed specifically for data migration purposes as they are more straightforward and user-friendly. The key differentiator among these tools is that some require you to create all custom fields one by one, which can be time-consuming and a lot of work. On the other hand, there are more robust tools that automatically create the custom fields for you, saving you a considerable amount of time and effort. It is crucial to check for this feature before selecting a tool.

Trujay offers a data migration wizard application as well as step-by-step support to ensure your comparison, testing, QA and delta migration goes smoothly. This will make migrating Highrise data to Pipedrive much easier.

Contact us     Try it for free

With the Trujay migration app, you can run an unlimited number of free random examples. The purpose is to keep experimenting with the comparison until the data samples meet your desired requirements. Each example you run will overwrite the previous one, so you do not have to worry about filling up your Pipedrive with sample data.

Free Sample Migration Demo Video 

pro

Pro 

This option is still categorized as "do it yourself" which makes it more cheap and the timing is up to you. In addition, the many Highrise to Pipedrive migration tools are bundled with just about every standard item you want to migrate (emails, attachments, notes, products, loudspeakers, etc.).

cons

Con 

With doing it yourself, you will not have guidance.  You’re moving into a new system here and re-design, starting fresh, understanding the logic/ functionality of the new system will not be here to aid you.  Check to see if there is a level of professional services support to help you if you get stuck.

Step by Step screens of Trujay’s Self Service Migration Wizard

Option 3: A custom migration

Choosing this option ensures that you get it right. We have not had a single customer who regrets switching to Pipedrive, which is a specialized CRM system for sales with extensive functionality, a user-friendly interface, and seamless integrations - all at an affordable price point. We have developed efficient mechanisms to make the transition to Pipedrive fast, convenient, and secure. You do not need to involve programmers as our excellent technical support team is always available to assist you if needed.

If you choose to migrate personally, you may have a CRM implementation partner who has integrated it into their overall onboarding strategy with you. We believe this option is particularly valuable because attempting to implement Pipedrive on your own without optimizing all of its functions can delay the return on investment. If your ultimate business goal is growth, the payback period of your investment in Pipedrive is critica

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If a project plan administrator guides you through the entire process of migrating from Highrise to Pipedrive, you will have time to consider tasks such as clearing fields/properties, consolidating pipelines or processes, and automation. Entrepreneurs are constantly seeking better options, and switching CRM systems can be easier than continuously tweaking the current one and putting up with the inconvenience and unjustified costs of maintaining it.

 

pro

Pro 

Custom migration allows you to really customize everything: filter, move objects to other objects, merge data, de-duplicate, etc. Some businesses can get bogged down in migrating their own data for six months! You can find a data migration companion that will do it in 2-4 weeks, depending on your complexity.

cons

Con 

This option will cost more as you are paying for professional services.  To thwart this, find a data migration partner who uses their own tools to automate a lot of the migration, therefor will have lower costs, lower human effort.

FAQs

Knowledge Base

What is a Sample Migration?

Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.

You can change options and rerun the sample migration as many times as you need.

How does Free Sample work?

During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.

What happens after the Sample Migration is complete?

Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.

Can I migrate parent/child relations between companies into Pipedrive?

If you want to migrate parent/child relations between companies into Pipedrive CRM during data import, Trujay Service Packages offer you to perform a custom migration. Our techs will apply a personal approach and move the required data to the right place in your Pipedrive CRM.

 

What is a Guided Migration?

A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you. 

This is an excellent option for people that need an extra layer of support with their migration.

Included:

  • Everything in Wizard
  • Customer Success Manager
  • Mapping Verification
  • Quality Assurance
  • 1 - 2 Week Delivery

What is a Record?

A Record is the data item that exists in the CRM's system

  • 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
  • 1 record = one entity of CRM data (no matter what type is it).

For example:

Your current CRM possesses:

  • 1 account
  • 2 tasks
  • 3 emails
  • 2 notes.

In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.

What is a Delta Migration?

A delta migration is the final migration performed during your custom migration process.

It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch. 

How can I find my Pipedrive CRM verification code?

If Pipedrive doesn't recognize your browser or device, you'll be prompted to confirm your identity with an emailed verification code.

 

Please, go through the following steps to find out how it works:

 

1. Open please an anonymous window in your browser (Ctrl + Shift + N for Chrome). Log in to the Pipedrive CRM, entering your email address and password. Then click the “Log in” button.

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2. After this step, you need to enter your verification code that has been sent to your email to access your Pipedrive account.

 

 So, check out your email inbox, copy the verification code, and paste it in the required field on Wizard.

 

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What are my options?

Data cleansing

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You can clean up the data yourself in the Highrise portal. This will require some effort and time on your side, however it will have no additional cost.

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You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to Pipedrive, they can write custom scripts to only migrate what you specify.

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You can clean the data post-migration and should be relatively easy with Pipedrive’s segmenting tools. Create the filters or custom views and then delete!

What are my options?

Highrise to Pipedrive: Objects

Highrise Objects   Pipedrive Objects
Companies ➜ Organisations
Attachments ➜ Files
Comments ➜ Comments
People ➜ People
Notes ➜ Notes
Deals ➜ Deals
Tags  ➜ Labels
Tasks ➜ Activities (Tasks, Deadlines, Emails, Lunches etc)
Users  ➜ Users 

Additional objects will need to be investigated for a Custom Migration

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De-Duplicating

There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.

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Bad or Outdated Contacts

Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (hello@trujay.com or support@trujay.com). From there you can mark and remove those and these costs are pretty minimal as well.

Ryan+McConville

“Great service with even greater customer service”

“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“

Ryan McConville

- President Marketing & Advertising at Kargo

Kargo
John+Kelleher

“Trustworthy, effective and straight talking”

“Trujay are the people I call when I look at an implementation issue and think 'how on Earth could that issue be resolved.' They've completed fabulous work for us and our clients. Highly recommend.“

John Kelleher

- Chief Executive at ESM Inbound

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Alex+Gaudelet

“Great experience for a migration which use to keep me up at night”

“A migration between CRMs is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned the migration myself and they were ready to help me when I couldn't figures some parts out myself.“

Alexandre Gaudelet

- CEO at Hospitality Firm

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You have options

To wrap up

The decision is ultimately yours to make, as every business has its own unique situation. Some may have sufficient resources to handle the migration process, while others may not. We've provided a range of options to help you make an informed decision before selecting a CRM vendor.

If you ever need to discuss the transition from Highrise to Pipedrive, don't hesitate to contact us for a quick call.

Contact us    Try it for free