Get up and running with Capsule CRM in a flash with our built-in Import2 data migration service, free on all Capsule paid plans.
Looking to get started with Capsule CRM but dreading the exporting process? Worry no more. Transfer your CRM data from your previous provider directly into Capsule using our built-in tool from Import2 – all for free for users on Starter, Growth, Advanced, and Ultimate.
How do I use Import2 with Capsule?
Simply log into Capsule CRM, click ‘Add +’, and select ‘Import’ from the dropdown menu. On the following screen, you can choose to import your contacts, opportunities and projects directly from another CRM.
Follow our guide to migrating data with Import2 here.
The benefits of migrating from another CRM
- Free migration: If you’ve just registered* your Capsule account with a paid plan**, you can take advantage of Import2’s data migration for free. You can plan, test, roll back, reconfigure, and reimplement the migration into Capsule without paying an extra fee**.
- Easily select the data points you need: Whether it’s paring back unnecessary objects, or only transferring specified record types, Import2 enables you to customize your data migration to get started in Capsule with simplicity.
- Peace of mind with sample migration: Import2’s sample migration is the first step to understanding how the data migration will work, and to see how your actual data will look in your new app. You can reconfigure and test your sample data as many times as you need before you set the full migration in motion.
- Import2 and Capsule do the hard work for you: Manually exporting large datasets is a thing of the past. Say goodbye to poring through your spreadsheets and let Import2 transfer your data and map the fields.
*Available to newly registered Capsule accounts. If you’re an existing customer and would like to use Import2 with Capsule, please contact our support team.
Learn more about migrating data directly into Capsule CRM from Import2 or get started in the app today.
If you wish to migrate +1 million records or you’re seeking a custom data migration, please contact Import2 directly.