Migrate to Close Seamlessly
Migrate to Close Seamlessly

A seamless, customizable migration solution for moving your CRM data with perfect fidelity and minimal disruption.

A seamless, customizable migration solution for moving your CRM data with perfect fidelity and minimal disruption.

CUSTOM MIGRATION

Supported Platforms for Close Migration
Supported Platforms for Close Migration
We support migrations from all major platforms to Close, ensuring a smooth transition with no data loss.
We support migrations from all major platforms to Close, ensuring a smooth transition with no data loss.

Attio

Effortless Attio to Close migration — all records moved quickly and securely.

Monday CRM

Friction-free Monday CRM to Close migration — accurate mapping and fast import.

Monday CRM

Brevo

Error-free Brevo to Close migration — data, users, and workflows replicated without disruption.

Planhat

Error-free Planhat to Close migration — data, users, and workflows replicated without disruption.

Pipeliner

Error-free Pipeliner to Close migration — data, users, and workflows replicated without disruption.

Teamleader

Smooth Teamleader to Close migration — full history, records, and attachments transferred.

Teamleader

HubSpot

Effortless HubSpot to Close migration — all records moved quickly and securely.

Highlevel

Error-free Highlevel to Close migration — data, users, and workflows replicated without disruption.

Affinity

Friction-free Affinity to Close migration — accurate mapping and fast import.

Zoho Bigin

Effortless Zoho Bigin to Close migration — all records moved quickly and securely.

Zoho Bigin

Zoho CRM

Smooth Zoho CRM to Close migration — full history, records, and attachments transferred.

Copper

Effortless Copper to Close migration — all records moved quickly and securely.

Pipedrive

Friction-free Pipedrive to Close migration — accurate mapping and fast import.

Zendesk Sell

Reliable Zendesk Sell to Close migration — fields, contacts, and media preserved end-to-end.

Zendesk Sell

Nutshell

Reliable Nutshell to Close migration — fields, contacts, and media preserved end-to-end.

Salesflare

Effortless Salesflare to Close migration — all records moved quickly and securely.

Salesflare

Freshsales

Error-free Freshsales to Close migration — data, users, and workflows replicated without disruption.

Freshsales

ActiveCampaign

Error-free ActiveCampaign to Close migration — data, users, and workflows replicated without disruption.

ActiveCampaign

Accelo

Effortless Accelo to Close migration — all records moved quickly and securely.

Microsoft Dynamics 365 Sales

Smooth Microsoft Dynamics 365 Sales to Close migration — full history, records, and attachments transferred.

Microsoft Dynamics 365 Sales

Platform not listed? We add support in less than 48 hours.

Request Custom Migration

CUSTOM MIGRATION

Our Migration Process

We've perfected our migration process to ensure a seamless transition with minimal disruption to your business.

1

Connect Accounts

Securely link your source and Close accounts to prepare for migration.
Establish secure API connections between your source and destination accounts. All communication is encrypted and credentials are stored using AES-256 encryption standards on SOC 2 Type II, ISO 27001, GDPR and HIPAA certified infrastructure.

2

Migration Checklist

Review and complete the pre-migration checklist to ensure a smooth process.

Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.

3

Sample Migration

Run a test migration with a small subset of data to validate the process.

Migrate a representative sample of your data to verify mapping accuracy and identify any potential issues.

4

Full Migration

Execute the complete migration of all your data from Close.

Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.

5

Delta Migration

Optional: Sync any new data created during the migration process.

Capture and transfer any new data that was added or updated during the main migration to ensure no data is lost.

CUSTOM MIGRATION

Our Migration Process

We've perfected our migration process to ensure a seamless transition with minimal disruption to your business.

1

Connect Accounts

Securely link your source and Close accounts to prepare for migration.
Establish secure API connections between your source and destination accounts. All communication is encrypted and credentials are stored using AES-256 encryption standards on SOC 2 Type II, ISO 27001, GDPR and HIPAA certified infrastructure.

2

Migration Checklist

Review and complete the pre-migration checklist to ensure a smooth process.

Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.

3

Sample Migration

Run a test migration with a small subset of data to validate the process.

Migrate a representative sample of your data to verify mapping accuracy and identify any potential issues.

4

Full Migration

Execute the complete migration of all your data from Close.

Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.

5

Delta Migration

Optional: Sync any new data created during the migration process.

Capture and transfer any new data that was added or updated during the main migration to ensure no data is lost.

CUSTOM MIGRATION

Our Migration Process

We've perfected our migration process to ensure a seamless transition with minimal disruption to your business.

1

Connect Accounts

Securely link your source and Close accounts to prepare for migration.
Establish secure API connections between your source and destination accounts. All communication is encrypted and credentials are stored using AES-256 encryption standards on SOC 2 Type II, ISO 27001, GDPR and HIPAA certified infrastructure.

2

Migration Checklist

Review and complete the pre-migration checklist to ensure a smooth process.

Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.

3

Sample Migration

Run a test migration with a small subset of data to validate the process.

Migrate a representative sample of your data to verify mapping accuracy and identify any potential issues.

4

Full Migration

Execute the complete migration of all your data from Close.

Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.

5

Delta Migration

Optional: Sync any new data created during the migration process.

Capture and transfer any new data that was added or updated during the main migration to ensure no data is lost.

Enterprise-Grade Security & Compliance

Your customer data is precious. Our migration platform maintains the highest standards of security and regulatory compliance.

SOC 2 Type II

Independently audited compliance with rigorous security standards

ISO 27001

Certified information security management system

GDPR

Full compliance with EU data protection regulations

HIPAA

Certified for handling protected health information

AES-256 Encryption

Bank-grade encryption for all stored credentials

Latest TLS

Secure transfer protocol for all data in transit

Role-Based Access

We follow role-based access control for every migration project

Scheduled Deletion

Automatic data purging after migration completion

Enterprise-Grade Security & Compliance

Your customer data is precious. Our migration platform maintains the highest standards of security and regulatory compliance.

SOC 2 Type II

Independently audited compliance with rigorous security standards

ISO 27001

Certified information security management system

GDPR

Full compliance with EU data protection regulations

HIPAA

Certified for handling protected health information

AES-256 Encryption

Bank-grade encryption for all stored credentials

Latest TLS

Secure transfer protocol for all data in transit

Role-Based Access

We follow role-based access control for every migration project

Scheduled Deletion

Automatic data purging after migration completion

Enterprise-Grade Security & Compliance

Your customer data is precious. Our migration platform maintains the highest standards of security and regulatory compliance.

SOC 2 Type II

Independently audited compliance with rigorous security standards

ISO 27001

Certified information security management system

GDPR

Full compliance with EU data protection regulations

HIPAA

Certified for handling protected health information

AES-256 Encryption

Bank-grade encryption for all stored credentials

Latest TLS

Secure transfer protocol for all data in transit

Role-Based Access

We follow role-based access control for every migration project

Scheduled Deletion

Automatic data purging after migration completion

Ready to migrate to Close?
Ready to migrate to Close?

Our team of migration experts will handle every aspect of your migration, ensuring a smooth transition with no data loss.

What I appreciate about ClonePartner is the precision and focus they bring to every migration. We discussed our requirements over a quick Zoom call, and their team immediately understood the nuances. The feedback loop was incredibly tight, and we were live on our new platform within minutes of the final migration. The only reason we were able to move was because of ClonePartner.

What I appreciate about ClonePartner is the precision and focus they bring to every migration. We discussed our requirements over a quick Zoom call, and their team immediately understood the nuances. The feedback loop was incredibly tight, and we were live on our new platform within minutes of the final migration. The only reason we were able to move was because of ClonePartner.

Gautam Shewakramani

Co-founder & Partner, Inuka

Have more questions? Contact our team