Migration Academy
Step-by-step guides for exporting your customers, deals, activities and tickets from the tool you use today, with what each export leaves out and how to check the files before you move.
Export guides
- HubSpot
How to export your data from HubSpot: contacts, companies, deals and activities
Export HubSpot contacts, companies, deals and tasks with their associations, make a full CRM backup, and see what each export leaves out.
Contacts · Companies · Deals · Tickets · Tasks and calls · Associations · Full backup - Salesforce
How to export data from Salesforce: Data Export Service, Data Loader and reports
Three official ways to export Salesforce accounts, contacts, leads, opportunities and activities, with the limits, permissions and ID columns explained.
Accounts · Contacts · Leads · Opportunities · Tasks and events · Attachments · Record IDs - Pipedrive
How to export your data from Pipedrive: deals, people, organizations and activities
Export Pipedrive deals, people, organizations, activities, notes and products to Excel or CSV, and keep your custom fields and links intact.
Deals · People · Organizations · Leads · Activities · Notes · Products · Custom fields - Zendesk
How to export tickets, users and organizations from Zendesk
Export Zendesk tickets, users and organizations: the account export (JSON, CSV, XML), view exports and the API, which plans allow them, and what they omit.
Tickets · Ticket conversations · Users · Organizations · Plans and permissions - Excel and Google Sheets
How to save Excel and Google Sheets as CSV UTF-8 without breaking your data
Save a spreadsheet as CSV UTF-8 in Excel and Google Sheets, and keep accents, dates, leading zeros and separators intact for an import.
CSV UTF-8 · Separators · Dates · Leading zeros · Several sheets
A move in three steps, whichever tool you choose
- 1
Export everything first
Every record type you will need, from the old tool, before you cancel it. Keep the original files as an archive.
- 2
Check the files
Open each file once: the columns you expect, accents and special characters intact, dates and amounts as you write them.
- 3
Import, review, then switch
Bring the files into the new tool, review what it understood, and only then tell your team to work in it.
Moving to EVORIV?
Drop the exported files in together. EVORIV connects them and asks only what it cannot safely work out. No credit card needed.