This document provides instructions for migrating data from Excel to Solve using Trujay's migration tools. It outlines analyzing and filtering records, securing information, notifying employees, and conducting a pre-migration checklist. The process involves using Trujay's wizard to select the CRM platform, providing credentials, testing the connection, and mapping fields either automatically or manually. A sample migration can be run to evaluate results before starting a full migration. Post-migration steps include checking that records, relations, filters and workflows were migrated correctly.

1. HOW TO MIGRATE DATA
https://trujay.com/migrations/Solve/

2. In today’s day and age, it is almost impossible to run a successful
business without CRM systems.
Why?
CRMs can store enormous amounts of information, meet clients’
needs, and support the work efforts of different departments.
In this presentation, we’ll explore the benefits and how-to’s of
hassle-free migration with the help of Trujay.
Let’s dive in!

3. Try out your solution
Analyze and filter your records
Secure the information
Notify your employees
Pre-Data Migration Checklist

4. Visit Trujay’s Self-Service Wizard.
Select the needed CRM platform type from the drop-down menu.
Provide all required credentials.
Click the “TEST CONNECTION” button.
How to Migrate from Excel to Solve

5. How to Migrate from Excel to Solve
Confirm your email address to receive a notification about the sample and result file.

6. Click “Free Sample Migration” to launch.
For first-timers, data fields will be mapped automatically using the most common logic.
If you’d like to map fields on your own, click “Fields Mapping.”
How to Migrate from Excel to Solve

7. How to Migrate from Excel to Solve
Evaluate your sample results.
If you are satisfied, click
“Start Full Migration.”
Should you decide to modify
your fields, click “Change Fields
Mapping."
You can rerun the sample as many
times as you need at no cost.

8. Objects selection:
Choose what you want to
migrate before and/or after
you’ve generated sample
results.
How to Migrate from Excel to Solve

9. Fields Mapping:
Review and change (if needed) existing mapping according to your business requirements.
How to Migrate from Excel to Solve

10. Records are in their correct place
Relations are properly restored
Filters are modified for reporting
Workflow rules are created and personalized
Post-Migration Checklist

11. Final Notes
Join hundreds of Trujay’s happy customers and
migrate from Pipedrive to HubSpot today! Start with
our free sample migration or our estimated price
tool.
If you still want to learn more information
regarding the process of data switch, please feel
free to contact our experts for useful insights!

12. Stay connected with us!
@TrujayCompany @TrujayCompany @TrujayCompany @TrujayCompany
WWW.TRUJAY.COM

13. MOVE YOUR CRM NOW- IT'S NEVER BEEN EASIER!
https://trujay.com/migrations/Solve/