You should be able to do this yourself.
Most CRM moves hide the price, give you vague steps, and write the data before you can check it. The price is on this page. You upload your export, match the columns, and nothing is written until you accept them.
From
- Salesforce
- HubSpot
- GoHighLevel
- Zoho
- Pipedrive
- Close
- Copper
- Keap
- A spreadsheet
Export a file from the CRM you're leaving.
Into
- HubSpot
- GoHighLevel
- Salesforce
- Zoho
- Pipedrive
- Close
We write into the CRM you're joining.
One-time move
The price follows the number of records in the file. A smaller file costs less. Files are $100 per GB on top of this.
| Up to 1,000 records | $249 |
| Up to 2,500 records | $499 |
| Up to 5,000 records | $799 |
| Up to 10,000 records | $1,200 |
| Each extra 10,000 records | $600 |
Monthly sync
This is separate from a move. Both systems stay connected. You pay for records that are created or updated.
| Up to 2,500 changes a monthHubSpot and Pipedrive contacts | $99 a month |
| Up to 10,000 changes a monthOther objects, or more contacts | $249 a month |
| More than 10,000 changes a month | Talk to us |
01
Export the file
From the CRM you're leaving. If that system can export, we can start from the file.
02
Check the columns
Each column is matched to a field, with a few real values next to it.
03
Fix what's wrong
Change the field, drop the column, or make emails lowercase.
04
We write the records
Into the new CRM, using access you create there. We don't ask for the password.
What you get that a normal import doesn't.
You see the columns first
Most imports run, then you find out which fields landed in the wrong place. Here nothing is written until you accept the map.
You don't start over
The next file with the same column names uses the map you already checked.
No password
You create access in the CRM you already pay for, and you can delete it when the move is finished.