This service moves data from one CRM to another in a couple of hours. Does not require technical knowledge. The result of this work is a quick migration of data to a new CRM. Products, leads, deals, events and other data will be transferred from your old CRM to Salesforce without difficulty. If you need to transfer information to third-party systems, you can also use the service.
The service takes care of the entire data transfer routine: matches employees between systems; gives a clear idea of how and what data to transfer; monitors the security of migration, controls data loss.
With Trujay, access your current and desired CRM systems. Specify the field binding (mapping) and run the migration. Convenient and fast! Trujay’s migration app allows you to run as many free random samples as you want. The migration process is easy to test in action. Trujay will transfer a limited amount of data to your new CRM. To evaluate the process of migrations and the service in operation.
There is a robust procedure for importing data without coding skills. It does not require any software to be installed on the computer.
So this is the option that defines “doing it the right way.” Not that the previous options are doing it the wrong way, but this will take the entire lift and process off your plate and you can focus on training and configuring Salesforce, which is very important for you to be focusing on and your business processes. Finding a company that specializes in data migrations, that knows HubSpot and Salesforce like the back of their hands will make for a seamless transition and save you an endless amount of hours.
Data is so expansive and super connected to each other, data experts or a partner who specializes in doing this ALL THE TIME, are the way to go and would advise strongly to consider. Only data migration experts make your transition as smooth as possible and you can focus on the key parts of your business.
Having a project manager or CSM guide you through the entire HubSpot to Salesforce data migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automation, etc. Better yet the project manager/CSM can give you guidance on turning text fields into dropdown fields, so you can report more accurately on the data points you collect.
How to export Salesforce contacts in csv. file?
You can export Salesforce Contacts into CSV files in two ways:
1. Use Trujay service.
It allows you to export different modules or all the modules with saved relations between records. That means if you decide to transfer your data from CSV to another platform, it will have the same connections as it had in your Salesforce account.
2. Use the option Salesforce offers.
To extract your Salesforce contacts data, follow instructions below:
- Log into Salesforce account and click on ‘Setup Home’ from ‘Settings’ on the right side of your dashboard.
2. After that, on the middle of your page layout, you will be able to see ‘Data’ drop-down list. So, press on it and choose ‘Schedule Export’.
3. Later, pick out the module you want to move to cvs. file. In our case, choose ‘Contact’.
4. Now, click on ‘Export Now’. When an export is ready, you will get an email containing a link that allows you to download the files.
So, you can come back to your migration wizard and upload your Salesforce contacts to complete the data transfer.
Conclusion
We hope you have learned more about the HubSpot to Salesforce migration services.
Whether migrating storage systems, migrating data to a third-party cloud infrastructure, databases or applications, it is a multi-stage process that requires enhanced control and monitoring. A high-quality migration of a CRM system is when a user comes in the morning, opens a new program, and continues to work as before. The user should not have questions about the features of the new system, and should not constantly look into the previous CRM system to check the history of the client.
A simple export or import is indispensable here. In this way, it will be possible to load only contact data and some field values. And the work must not stop. It is necessary to repeat all business processes, copy entities, reproduce subordination schemes. To do this, there must be a clear algorithm of actions.
So, now you know about three ways to solve this problem. So, choose the one that suits you!
If you ever would like to discuss your conversion between HubSpot to Salesforce, please feel free to contact us here for a quick call.
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