On the market today, a few data migration tools offer direct API to API migration functionality. Additionally, you can employ middleware or iPaaS (integration platform as a service) solutions. The iPaaS vendors will try to get you on a contract for a longer period of time, and since they are built for ongoing data syncs, they will be too complex and challenging to understand for your use case. Therefore, I would recommend the tools designed specifically for data migrations. You will be paying for a lot of functionality that you don't need.
In our opinion, you should take into account the data migration wizards available on the market that were created specifically for data migrating reasons as they will be easier to use. The primary distinction between these programs that you should be aware of is that some of them will require you to manually construct each custom field, which will take a lot of time and account for half of the migration. Others can have the custom fields created for them by the tool, saving them a ton of time and making their time much more valuable. Ensure that you check.
To guarantee that your mapping, testing, QA, and delta transfer run without a hitch, Trujay offers a data migration wizard software and even an additional option with guided support. It will make moving your Salesforce data to Capsule much simpler.
Run as many free random samples as you'd like using Trujay's migration app. The goal is to keep experimenting with the mapping until the sample data is displaying precisely as you want it to. Don't worry about filling up your Capsule with sample data because each sample you run will overwrite the previous one. Once the mapping is to your satisfaction, you can proceed with the full migration and make a payment.
Therefore, this choice exemplifies "doing it the correct way." Although the preceding ways aren't necessarily bad, doing it this way will free you up to concentrate on training and customizing Capsule, which is highly vital for you to be working on, as well as your business operations. Finding a business that specializes in data migrations and is well-versed in both Salesforce and Capsule will ensure a smooth transition and save you countless hours.
You might have a CRM implementation partner who has integrated a custom migration into their overall onboarding strategy for you. We believe that this choice is the most advantageous because trying to implement Capsule independently and not making full use of all of its features can cause your investment to be delayed. If your true business goal is growth, you must take the time to value your investment in Capsule.
Having a project manager or CSM guide you through the entire Salesforce to Capsule integration 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.
You have options
To wrap up
You can choose a solution for you and your teams based on your timeframe, finances, bandwidth, and other factors.
Just keep in mind, if you are looking to migrate Salesforce to Capsule on your own, having some support or a resource with some experience will only help you. You are migrating data from one software architecture into another and not everything will be 1 for 1. That extra level of guidance will get Capsule up to speed faster and a lot further down the road.
Contact us here to schedule a quick call if you ever want to talk about switching from Salesforce to Capsule.