Switching to Alvyo from another CRM?

Yes, you can import the data in Alvyo cloud using our import feature for that you need to format your data in CSV files as Alvyo guidelines. This will allow you to import basic fields in Alvyo cloud. For complex data import, you need to reach us for the migration service.

You can ensure that your data is safe and secured. We follow Alvyo privacy and security guidelines. We comply with international standards of data security and ensure data protection during migration.

We can not migrate source-level/DB level customization made on your previous CRM, and custom modules or extensions data also not supported.

Some of the most common migrations we have done from other CRMs as follows:

• Salesforce
• Sugar
• ACT
• Suite CRM
• Zoho
• MS Dynamics

• Modules data (Ex: Accounts, Contacts, Leads, Opportunities, Products, etc. )
• Custom fields
• Custom picklist values
• Field mapping.
• Comments
• Emails, Documents, and Attachments (Based on the given data)

• Extension’s data
• Custom modules (Not supported by Alvyo)
• Custom changes (Either code level or database level)
• Module Layout design (Ex: Fields ordering, blocks creation, etc.)
• Reference fields (Related fields that are not supported by Alvyo)
• Merging of two instances
• Removing duplicates
• Roles and Profiles
• User’s login history and records history
• Workflows, reports, and settings

We will complete the migration process in 2-4 weeks. ETA may vary depending on data size.

Following are prerequisites

• Backup files.
• Documents / Attachments
• Alvyo cloud account.
• Support access

We support the following data formats.

• MySQL Server backup file (.SQL file) + Attachments.
• MSSQL Server backup file (.BAK file) + Attachments.
• CSV files (.CSV) + Attachments.
• Others (Should be validated by our migration team)

We will complete the migration in 2 phases.

• Evaluation & Test run.
• Final migration.

Our sales/support team will follow up and update the complete details based on the source CRM.