![]() ![]() If you make changes in your Settings tab and need to redo the migration, you can contact Import2 and they can assist with removing the last migration and running the migration again. You can also click “Customize Mappings” to add or change the fields mapped for your migration. From here you can adjust the selection if you wish Import2 to automatically create the pipelines and stages, as well as the custom fields in your database. If you need to change the settings for your import, including adjusting field mappings, you can click on the “Settings” tab of your migration page. Once your migration is completed, Import2 will send you an email notification to review. Click “ Start Import," which will initiate the full import of your data from your old CRM into your new Pipedrive accountĪn Import2 status page will display the details and progress of your import.Confirm the settings of the migration, including if you wish to have Import2 automatically create your pipelines and stages, as well as create and map your custom fields.From the Import2 page, provide the login credentials for your previous software and click “ Test connection” to verify them for Import2.Find the name of your previous software and click the “ Import” button.To get started, go to More (.) > Import data > From another software. If the migration is initiated before users are invited and pipelines are created, your data will be owned by the user who initiated the migration. Upgrade your WorkDrive account and then migrate your data from Docs to WorkDrive.If you are just getting started with Pipedrive, you can check out our “ Get started with the basics” Pipedrive Academy course.īefore you start your migration with Import2, make sure users are already set up in your Pipedrive account.My WorkDrive team subscription has expired, how can I migrate now? (For example, you will get 50 GB of shared storage for 10 users.) For every active Docs user license you will get 5 GB of shared storage in WorkDrive.Deactivated users in Docs will also be migrated and their status will remain suspended in WorkDrive. All Docs users and their data will be migrated to WorkDrive.Your current Zoho Docs' Free plan will be mapped with WorkDrive's Free Essentials plan.(Essentials plan created via integration or by downgrading a paid WorkDrive plan) įree Docs org with free Essentials plan in WorkDrive Check here to know the storage provided by WorkDrive's various plans.If your purchased user licenses are less than the active users in WorkDrive (after migration from Docs), you must purchase additional licenses.Deactivated users in Docs will also be migrated and their status will remain as suspended in WorkDrive. Your current Zoho Docs' Free plan will be mapped to WorkDrive's existing plan ( Starter/Team/Business). ![]() If you are part of more than one team, you can change the team if required. The Team associated with the super admin will be selected automatically. To see user details like name, total size, and file count, click Details. If you want to cancel the scheduled migration, click Cancel Migration. Click Proceed Scheduled Migration to migrate all users and their data, as per the schedule.Ī new screen will open, informing you that the migration has been scheduled on the given date and time.Select the required date and time to schedule your migration.A setup dialog box will open showing all existing users and their data.Ī new team will be automatically created in WorkDrive with the same org name and users in Zoho Docs. Click the Settings icon at the top-right corner, then select Admin Panel.For every active Docs user license, you will get 5 GB of shared storage in WorkDrive.All Docs users and their data will be migrated from Docs to WorkDrive. ![]()
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