On the market today, a few data migration technologies offer direct API to API transfer capability. Additionally, you can employ middleware or iPaaS (integration platform as a service) solutions. The iPaaS suppliers will want to get you on a contract for a longer length of time, and as they are developed for continuing data syncs, they will be too sophisticated and challenging to comprehend for your use case. Therefore, I would prefer the technologies designed exclusively for data migrations. You will be paying for a lot of features that you don't need.
The data migration wizards on the market built just for data migration purposes are what you should consider in our opinion, as they will be simpler and more straightforward. The main differentiator with these tools you need to look out for, are some will require you to create all the custom fields one by one, which is half the migration and a lot of work/hours. Others, the tool is robust enough to create the custom fields for your, saving you a tremendous amount of time and a lot more valuable. Make sure to check..
Trujay has a data migration wizard app and even an additional option with guided support to ensure your mapping, testing, QA, delta migration goes smoothly. With it, your Pipedrive to Salesforce data migration will become much easier.
You can run as many free random samples as you wish with Trujay's migration tool. The goal is to keep experimenting with the mapping until the sample data appears precisely way you want it to. Every sample you run will overwrite the previous one, so don't worry about piling up sample data in Salesforce. Once you're satisfied with the mapping, you may proceed with the entire migration and make a payment.
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, they know Pipedrive and Salesforce like the back of their hands will make for a seamless transition and save you an endless amount of hours.
With a custom migration, you might have a CRM implementation partner where they have fit this into their entire onboarding plan with you. This option is the most valuable in our opinion, because trying to adopt Salesforce on your own and not optimizing all of its features can slow down the investment you are making. Time to value with your investment in Salesforce is key if your true ambition with your business is growth.
Having a project manager or CSM guide you through the entire Pipedrive to Salesforce migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automations, 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 data points you collect.
What is a Sample Migration?
How does Free Sample work?
What happens after the Sample Migration is complete?
How to make a Salesforce backup?
When your existing Salesforce edition doesn't have the API access, the optimal solution to switch to another CRM in an automated way is to transfer data with the help of CSV files.
You can do Salesforce backup 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.
First of all, you have to backup your current CRM data:
- Go to your Salesforce admin panel and choose 'Setup'.
Then go on the left side of the page layout, press ‘Data Management’ and ‘Data Export’
- Push "Export now" button.
- Now, you may export your Salesforce. To that, do the following:
- Put mark on "Include all data".
- Make sure you’ve marked the switched fields.
- Press "Start export".
You have options
To wrap up
You have options. Depending on your timeline, budget, bandwidth, etc. you can find a solution for you and your teams. There are several ways to do it, which is great, but you need to ask the right questions, understand the limitations, and define the process and goals clearly.
If you are serious about your business, we suggest that you implement the Trujay complex into your workflow. Many company owners worry that they will have to manually enter all the information into the new system. However, this is not the case, our team will transfer all the necessary data from Pipedrive to Salesforce, while all data will be preserved. We make the transition from crm in a short time.
If you ever want to just simply discuss, get assessed for a data migration from Pipedrive to Salesforce done properly with Trujay, you can reach out to us here. Happy to provide the limitations, pitfalls, gotchas, pricing and timelines depending over a quick phone call.