Top 3 CRM Data Migration Tools for Switching 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 that you understand the complexity of the data you are trying to migrate and the limitations imposed by your source and destination CRM.

Pentaho Data Integration (PDI) is Pentaho’s solution to 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:

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:

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 back-end developers who can implement custom functions to facilitate your data migration processes. This is where we come in!

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