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

Attio

Reliable Attio to Insightly migration — fields, contacts, and media preserved end-to-end.

Monday CRM

Reliable Monday CRM to Insightly migration — fields, contacts, and media preserved end-to-end.

Monday CRM

Brevo

Friction-free Brevo to Insightly migration — accurate mapping and fast import.

Planhat

Reliable Planhat to Insightly migration — fields, contacts, and media preserved end-to-end.

Pipeliner

Smooth Pipeliner to Insightly migration — full history, records, and attachments transferred.

Teamleader

Effortless Teamleader to Insightly migration — all records moved quickly and securely.

Teamleader

HubSpot

Reliable HubSpot to Insightly migration — fields, contacts, and media preserved end-to-end.

Highlevel

Friction-free Highlevel to Insightly migration — accurate mapping and fast import.

Affinity

Error-free Affinity to Insightly migration — data, users, and workflows replicated without disruption.

Zoho Bigin

Reliable Zoho Bigin to Insightly migration — fields, contacts, and media preserved end-to-end.

Zoho Bigin

Zoho CRM

Effortless Zoho CRM to Insightly migration — all records moved quickly and securely.

Copper

Smooth Copper to Insightly migration — full history, records, and attachments transferred.

Pipedrive

Effortless Pipedrive to Insightly migration — all records moved quickly and securely.

Zendesk Sell

Smooth Zendesk Sell to Insightly migration — full history, records, and attachments transferred.

Zendesk Sell

Nutshell

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

Salesflare

Smooth Salesflare to Insightly migration — full history, records, and attachments transferred.

Salesflare

Freshsales

Effortless Freshsales to Insightly migration — all records moved quickly and securely.

Freshsales

ActiveCampaign

Smooth ActiveCampaign to Insightly migration — full history, records, and attachments transferred.

ActiveCampaign

Accelo

Friction-free Accelo to Insightly migration — accurate mapping and fast import.

Microsoft Dynamics 365 Sales

Effortless Microsoft Dynamics 365 Sales to Insightly migration — all records moved quickly and securely.

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 Insightly 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 Insightly.

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 Insightly 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 Insightly.

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 Insightly 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 Insightly.

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 Insightly?
Ready to migrate to Insightly?

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