1-Click
Salesforce
Migration
Salesforce
Migration
Move your full sales activity history data into Salesforce. Preserve all of your legacy data from old CRM.
Please select your original CRM
Why 1-Click Salesforce Migration?
Instant Salesforce Import
Automatically download all contacts, accounts, leads and opportunities from your existing CRM and import them into Salesforce. Save weeks of your business time. No special knowledge is needed.
5x Faster at 10% the Cost
With us you can move a hundred of accounts with a subset of associated contacts, opportunities and objects for free, including all standard fields.
Money Back Guarantee
You can count on Import2 quality and reliability. Don't like Salesforce import results for any reason? We'll refund your fee and clean all imported records. No questions asked.
How it works
1
You fill in the short form to initiate the sample import. We will import up to a 100 random accounts and their associated contacts, opportunities, leads and activities from your source CRM, so you can see how your own data will look in Salesforce. We will also run a record count of your database, so you can check the price that works for your data migration.
Learn more about sample migration
Learn more about sample migration
2
Review Results
You review the sample data we imported for you right inside of Salesforce. Let us know if you need to add or change mappings, apply filters, or any other specific requirements for your data migration. Contact us and we'll be happy to work through every detail with you. If you're happy with the sample results with no alterations - just proceed to the next step!
3
Schedule Your Full Salesforce Migration
Once we've got all your migration specifics, you purchase the full migration and let us know when you're ready to start.
The migration process is transparent and you can monitor the progress on your import page at any time until it's complete.
The migration process is transparent and you can monitor the progress on your import page at any time until it's complete.
Export data from your old CRM
Trusted by 50,000+ customers since 2011
Rebecca Ruby Higman
Marketing Director, Soyring Consulting
The customer service experience our team had with our migration was truly stellar. Their attention to detail, commitment to getting everything just the way we wanted, and patience during a lot of back-and-forth communications were all fantastic. The end result is an accurate new database and a very pleased customer.
Todd Ferrante
Vice President, Pazien
Import2 made a potentially cumbersome and difficult process streamlined and simple. The technology is clearly top notch, but what made this a really easy transition was the incredibly helpful service people who were quick to respond and very knowledgable.
Andrew Humphries
Founder and CEO, AgriTrack
We used Import2 to transfer our 1200 contacts, thousands of calls, notes, deals and more, and it couldn't have been easier. Give their sample import a test, and if you're happy with the results like we were - it's just one payment and a couple of hours later your data is there waiting for you in the new CRM. Don't even think about trying CSV's, it's not worth the effort!
The only Salesforce migration roadmap you will ever need.
Salesforce Data Migration Best Practices
Before you begin any steps to Salesforce migration, you'll have some setup to do in your new Salesforce. Some steps you may have already done, but here's a Salesforce Data Migration Best Practices to ensure you've covered all the major components that will directly impact your Salesforce data migration.
Salesforce user setup
One of the first things you should do is to setup all of the individuals who need access to your Salesforce CRM. Salesforce has extensive options for setting up users, so you may wish to learn more in detail here. On a high level, you'll want to ensure everyone has a user account created, and that they are assigned the appropriate role and permissions to use the database efficiently.
Learn more...
One of the first things you should do is to setup all of the individuals who need access to your Salesforce CRM. Salesforce has extensive options for setting up users, so you may wish to learn more in detail here. On a high level, you'll want to ensure everyone has a user account created, and that they are assigned the appropriate role and permissions to use the database efficiently.
Learn more...
Adding users in Salesforce
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