Accelerate Your Migration with Starter Templates
When you're migrating to a new CRM solution, there's some basic data you'll always want to keep. Core info on Contacts, Accounts, Opportunities, and Attachments are important for maintaining complete customer profiles. Starter Templates make it easier than ever to pull over this type of data by offering pre-configured connections to core migrating fields. Use a Starter Template to skip configurations for what you already know you need.
Migrate Standard Fields from Popular Business Applications
Migration starter templates connect the following core objects from one CRM or database to another. If you don't need all the objects provided, you can omit as many as you wish. If your project requires mapping beyond what is listed below, you can easily modify it to fit your specific needs.
What About Personalization?
The applications of CRM differ from company to company. If you require more than the starter template provides, you can simply add your custom fields to the mapping via our low-code Cartographer. Personalize your migration yourself, or get help from a trusted partner. Learn about full-service migration options and rates on the services page.
How Do Starter Templates Help?
CRM providers often label their standard fields differently. For example, one CRM may label business names as “Accounts” while another calls them “Companies”. Although the nomenclature is different, these fields represent the same data sets. To migrate, a developer must map similar fields so the platform understands that connection. Starter migration templates from StarfishETL bypass that setup by providing the baseline mapping upfront, so your data can be standardized and pulled into the new system sooner.
Which Starter Templates Are Currently Available?
Select your solutions from the options below. Don’t see your migrating solutions in the list? We’re adding new ones all the time. Drop us a line and let us know what you need!
Every starter migration comes with the following. If your migration requires mapping beyond what is provided in the starter template, you can easily modify it to fit your specific needs.
Starter Migration Templates
- 1 templated or custom map
- 2 smart connectors
- Access to Support resources, knowledge base and tutorials
- Sophisticated monitoring and logging
- Unlimited Transactions
- Chat or Email Support
- 60 Day Migration Subscription, may be extended in 30 day increments