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MigrateMyCRM

Integration by SyncMatters

MigrateMyCRM is a powerful data migration platform that enables migration of all historical data from your previous CRM into Copper.

Plan availability

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Starter

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Basic

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Professional

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Business

Made bySyncMatters
Copper plans

Available on Professional, and Business.

MigrateMyCRM plans
Category

Data import

SupportSyncMatters support
MMC x Copper

MigrateMyCRM is a powerful data migration platform that enables migration of all historical data from your previous CRM into Copper. With MigrateMyCRM, you can effortlessly transfer all native and custom objects, including accounts, contacts, opportunities, notes, tasks, and activities from your current CRM to Copper, ensuring a smooth transition without the hassle of manual data entry or complex CSV imports.

Key Features:

  • Automapping: Automatically map your data fields from your existing CRM to Copper, reducing setup time and errors.

  • Data Filtering: Filter data by object type to ensure only the necessary information is migrated.

  • Activity and Attachment Migration: Include all historical activities and attachments in the migration to maintain complete records.

  • Data Matching: Avoid creating duplicate records if you’re importing into a Copper environment that already has data in it.

  • User-Friendly Interface: Intuitive design that makes the migration process straightforward and easy to manage.

  • And more!

For questions, support, or troubleshooting, contact the team at MigrateMyCRM.com.

Learn more

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Frequently asked questions

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What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

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