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+1 (514) 977-6410 | support@smartvt.net | SmartVT

Excel/CSV to vTiger CRM

Switching from one CRM vendor to another is almost inevitable in today’s day and age. As the market continues to expand year after year, it’s only logical for you to evaluate the performance of your current Customer Relationship Management software. Should you find vulnerabilities in your current system, it’s of the utmost importance that you choose a vendor that can cope with your ever-increasing demands in the future.

An easy way of guaranteeing the success of your new Customer Relationship Management software is by analyzing its data migration capabilities. This will allow you to get the most out of your new system and will also boost your operational efficiency. This is why we at Smart VT place a great deal of emphasis on Data Migration in our CRM to vTiger CRM transitional services!

In the core of changing from your current CRM to vTiger CRM is data migration. Our Professional team of vTiger CRM Data Migration experts will analyze data in all provided files and prepare the suitable plan of the migration process to vTiger CRM.

We accumulated many years of experience working with a variety of data sources including Excel, CSV, XML, TXT, SQL, DBF and more… Our experts will do best they can to prepare the data and then review it with you to make sure everything is right. We will need to do a custom mapping for each module/entity that exist in the Source Database. In case custom modules and/or functionalities are needed, our vTiger CRM Custom Development team will do what is necessary to suit the data  and ensure a clean migration.

Prices are listed in the table below:

From Data FileTo vTiger ModuleNumber of RecordsPrice
Data File ContactsvTiger Contacts5,000$75
Data File AccountsvTiger Organizations5,000$100
Data File LeadsvTiger Leads5,000$50
Data File NotesvTiger Documents5,000$100

Questions or Concerns? Contact us!

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