Can You Convert my Existing Data from Another CRM System?

The process of converting your existing data to another CRM system will vary depending on the systems involved and the amount of data you have. At Tech Benders we have converted literally hundreds of databases from one CRM system to another. Here are some general steps that we follow:

1. Analyze your existing data: You need to analyze the data that you want to convert and decide what data is important to migrate and what can be left behind.
2. Clean up your data: You need to clean up your data. It is also important to ensure that the data is clean and accurate before you start migrating it. This involves removing duplicate records and ensuring that the data is accurate and up-to-date.
3. Map your data: You need to map your data fields from the old CRM system to the new one. This involves matching the data fields in your old CRM system to the equivalent fields in the new one. It also means that you need to determine which modules you will be using moving forward.
4. Export your data: You need to export your data from your old CRM system in a format that can be imported into the new one. Most CRM systems allow you to export data in CSV or Excel format. Unfortunately, some systems do not allow for the exporting of all data.
5. Import your data: You need to import the data into the new CRM system. Most CRM systems have a data import tool that allows you to import data from CSV or Excel files. During the import process, you will need to map the fields from your old CRM system to the equivalent fields in the new one.
6. Verify your data: You need to verify that the data has been imported correctly into the new CRM system. This involves checking that the data fields match up and that the data is accurate and complete. In other words, test, test and then test some more, especially while you still have access to your old system.