Which Data Migration Tools to use when switching CRM platforms


Data migration is the one-time or ongoing movement of data from one system to another. It is common for companies to undergo a CRM data migration process but often times this is easier said than done. It is crucial you understand the complexity of the data you are trying to migrate and the limitations imposed by your source and destination CRM.

Careful planning is essential for ensuring that this process is smooth and secure. We have already covered the 6 mistakes to avoid during data migration. Now, to help you choose the right tools for the job and minimize chances of data loss, we present three data migration tools that make switching CRM platforms a breeze.

Native Import Tool

crm data migration tools

The simplest way to migrate data to your CRM would be to use its natively built import tool. Most CRM’s allow you to export their data in the form of a .csv file. Before migration, some manual data manipulation of the .csv file maybe required at your end but some developers like SugarCRM do provide you with a data template to help you get started. After the scrubbing process, importing data such as Accounts, Leads, Contacts and Opportunities can be done in a matter of clicks through the import tool. SugarCRM’s import tool also comes with an Automap feature really simplifies the creation and updating of records. It can also help you map simple one-to-many relationships to Sugar but for more complex relationships you would need a more comprehensive solution. The exact functionalities and availability of the native import tool would vary from CRM to CRM.

Pentaho Data Integration

crm data migration tools

Pentaho Data Integration (PDI) is Pentaho’s solution for Extract, Transform and Load (ETL) processes and is the most popular open source tool available. It is very easy to use as every process is created with a graphical tool where you can specify what to do without having to write a single line of code. PDI supports a wide variety of input and output formats, including text files, data sheets, and commercial and free database engines. Moreover, the transformation capabilities of PDI allow you to manipulate data with very few limitations. It also sports a whole host of secondary functions that add great value to the data migration experience. These include:

  • Migrating data between applications or databases
  • Exporting data from databases to flat files
  • Loading data massively into databases
  • Data cleansing
  • Integrating applications

Talend Open Studio

crm data migration tools

Talend Open Studio for Data Integration comes with a host of productivity enhancing features that let you efficiently design and execute data migration projects. Its key features include:

  • An integrated graphical development environment with extensive drag-and-drop functionality, robust modelling and job management tools, and a unified repository that facilitates the efficient reuse of components across projects.
  • The largest set of data connectors of any integration software on the market. More than 400 connectors allow for easy bridging of data sources and targets of all types.
  • Rich built-in functionality for data cleaning and data transformation, enabling you to move your data to the right form as well as the right place.

The Bottom Line!

Choosing the right tool depends on your unique needs and preferences. If you are just importing modules like Accounts and Contacts or Leads, the native Import Wizard in your CRM may suffice. If a native tool is unavailable or your data is more complex, a more comprehensive third party solution like those from Pentaho or Talend will fare better. However, if you face database restrictions or even greater data complexities, you might require the services of skilled backend developer who can implement custom functions to facilitate your data migration processes.

This is where we come in. You can contact us today for your free consultation session. Not only can we help you assess the complexity of your data, our team of experts will gladly take care of all the unique data migration challenges that you face. Whether its SugarCRM data migration or Salesforce data migration, we do it all!

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