How to Migrate from Pipedrive to Insightly

How to Migrate Data from Pipedrive to Insightly CRM

How to Migrate Data from Pipedrive to Insightly

Migration Setup 1. Create your account Register your account at and provide the required info.

Also, you can login via social media.

Migration Setup 2. Existing CRM Details ● Select Pipedrive from the drop-down menu. ● Provide your API key.

Migration Setup 2. Specify Future CRM Details  Select Insightly from a drop-down list.  Verify your API token.

Migration Setup 3. Select Migration Options Check the boxes to activate the migration options: • • • • • • •

Accounts Contacts Leads Opportunities Tasks Notes Users

+ relations between the records Note: The service will allow to check only those entities you have at your current CRM.

Migration Setup 3. Map Your Data Fields Set up a specific mapping for your data - switch to another field or don’t migrate.

Then, click “Save Mapping” and “Continue”. You also can restore the default mapping.

Note: Unmapped fields won’t be migrated.

Migration Setup 4. Run Demo Migration Once everything is set, you can start a free Demo Migration from Pipedrive to Insightly.

You'll receive an email notification as soon as Demo Migration is complete. And you can check Demo results.

Migration Migration Setup Setup 5.

7. Start Full Migration Full Migration Is Complete Now you can proceed andyou complete your Pipedrive to Insightly migration.and Congratulations!

Now may check up the result of migration

enjoy your new Salesforce software.

After you start the full migration, your Pipedrive data will be moved directly to Insightly.

As soon as your migration is complete, you will receive the email notification.