Cloud migration is the process of moving your data from one CRM system to another through an exclusively Cloud based platform instead of downloaded software on your computer. The Cloud migration wizard guides users through the migration process step-by-step to completion, so you don’t have to be an IT genius to use it.
To get started with the migration wizard, you’ll need the following: Administrator level log-in information for your old and new CRMs Clean data that’s ready to move A valid credit card
To get the most from your Cloud migration, you must start with clean data. Data cleaning (aka data preparation) is an essential part of a successful migration. Here are a few tips to keep in mind when preparing your data for migration: Make sure your custom fields are set up in your new system before trying to migrate, otherwise the newly migrated data won’t know where to go! Define what qualifies data as “good” or “bad” and use the rules to rid your system of anything that you’re not using or is no longer helpful. For example, if you have Leads in your system from 2005, it’s probably safe to discard them. Of course, these decisions are specific to your business, so make sure you discuss all data preparations with your team before execution. If you’re not sure how to properly clean your data, contact us at info@creatioconnect.com for help
The Cloud migration wizard supports the migration of the following fields: Accounts, Account parents, Contact, Cases, Leads, Products, Opportunities, Opportunity Line Items, Tasks, Events, Notes, Attachments
The Cloud wizard is currently configured for migrations to and from Salesforce, Microsoft Dynamics, SugarCRM, and Infor CRM, but we’re adding new systems all the time! If your system isn’t in the wizard yet, you can still migrate using our on-premises application. Or, ask our team for help. Contact sales@creatioconnect.com for more information about your migration options.
The cost of your Cloud migration is based on the number of fields your migrating. For example, the base price of $495 may go up if you add several custom fields, or have a lot of accounts. Once you reach the payment page, you can adjust the cost of your migration before submitting the payment.
Creatio Connect uses a combination of Amazon Web Services (AWS) and our own encryption to keep your data protected at all times. We will never access your data without your explicit permission.
We use BluePay services to process your credit card. To read BluePay’s privacy statements, please click here.
Not to worry! If you leave the wizard at any time, you can pick up where you left off the next time you log in. The system remembers your project and saves it accordingly so you can return to it when you are ready.
If you get stuck, you can chat us through the Creatio Connect website, email us at support@creatioconnect.com, or call us during business hours (8am-5pm Central) at 847.655.3400.
The test load is necessary to make sure your systems are properly communicating. If you run a test load and it fails, there are errors in your mapping. The Wizard will display a report so you can reference where the errors are originating to solve the problem.
A full migration can take anywhere from a few hours to a few days to complete. It all depends on the amount of data you’re moving. You don’t need to remain signed in to the system to complete the full migration. The program will run on its own and send you an email when your migration is complete. However, feel free to check in on the migration as it moves along to make sure everything is translating properly. If you notice errors, you’ll have to go in and resolve them before those fields can be properly moved.
The lockout is a security measure set up to take effect after three failed migration attempts. Contact support@creatioconnect.com to reset your access. If you’re unsure of why your migration attempts are failing, please also let us know. We are here to help!