Contacts are more than spreadsheet rows.
Companies, contacts, opportunities and notes belong together. SuiteMigrate includes the mapping of these relationships in the transfer plan.
Module · AgenticUltimateYour next CRM.
Your next CRM.
Your data comes with you.
Move CRM data into SuiteCRM 8 with guided mapping, test runs and a traceable cutover — without flying blind.
SuiteMigrateYour migration at a glance
SalesforceHubSpotPipedriveZoho CRMDynamics 365 Sales
SuiteCRM 8In your own hosting environment
Review the source · Map the data · Reconcile the transfer
✓ Guided test run✓ Relationships in view✓ Controlled data transfer✓ Planned change reconciliation
A move with a clear directionNew possibilities.
New possibilities.
A clear path for your data.
Licence costs and changing requirements can make a CRM migration worthwhile. What matters is that your team can continue working with reliable information in the target system.
Historical data should not trigger new actions.
Review automations and delivery paths before you start. A defined migration context protects transferred data from unintended follow-up actions.
The transition needs a realistic schedule.
The test run, main transfer and final reconciliation are coordinated so that you can prepare a suitable cutover window.
Five sources. One destination.From your current CRM
From your current CRM
to SuiteCRM.
Source-specific mappings provide the foundation. The migration review identifies available data and the particular requirements of your installation.
Salesforce
Migration to SuiteCRM 8Accounts, contacts, leads and opportunities; activities and files within the reviewed scope.
Map record types and special customer models before the transfer.
HubSpot
Migration to SuiteCRM 8Companies, contacts and deals with supported activities and associations.
Company associations and lifecycle stages are explicitly considered during mapping.
Pipedrive
Migration to SuiteCRM 8Organisations, people, leads, deals, notes and activities.
Map pipelines, stages and ownership to the target system.
Zoho CRM
Migration to SuiteCRM 8Companies, contacts, leads and deals, plus supported notes and attachments.
Custom fields and modules are reviewed for compatibility with the target model.
Microsoft Dynamics 365
Migration to SuiteCRM 8Dynamics 365 Sales on Dataverse Online: accounts, contacts, leads and opportunities.
Transfer customer relationships, ownership and supported activity participants with explicit mappings.
The transferable scope depends on the edition, API access, data model and customisations. The Microsoft scope described here applies to Dynamics 365 Sales on Dataverse Online. Additional products and special objects require a separate review.
Control through clear stepsCheck first.
Check first.
Then transfer.
You control the scope, mapping and approval of your migration.
Control automations
Relevant workflow, delivery and integration paths are reviewed and protected for the migration context.
Preserve identities
Source and target identifiers remain linked. Repeat runs can recognise data that has already been processed.
Check in a test environment
A representative test import shows how fields, relationships and files arrive in the destination.
Reconcile changes
A final incremental import is used where supported by the source. Cutover follows an agreed time window.
The SuiteMigrate wizardEight steps.
Eight steps.
A traceable transfer.
Clear decisions instead of raw technical data. Expand a step to see what is checked.
Choose the system and access
Select your source system and connect the relevant organisation. The access check shows which data can be read through the available interface.
Take inventory
Identify objects, field types and available data volumes. Restrictions and inaccessible areas become visible before the transfer.
Define the scope
Choose which records, date ranges and files to move. Required relationships are taken into account.
Map the data
Review suggestions for fields, pipelines, statuses and owners. Decide what to transfer, transform or deliberately exclude.
Define conflict rules
Choose how to handle existing target data, potential duplicates and empty fields. Ambiguous mappings remain open for review.
Validate and test
Review the plan without modifying production CRM records. A separate import into a test environment then shows the actual result.
Approve the production run
Check unresolved issues, the target instance and backups. The agreed transfer starts only after approval.
Reconcile and switch over
Compare records, relationships and files. Plan the final change reconciliation, accept the result and disconnect the source.
Cost planningCalculate using
Calculate using
your actual costs.
Compare licence and additional costs with the full operating cost of the target system. Include migration, hosting, support and AgenticUltimate.
Existing system · 3 years
252.000 €The example values are hypothetical. They are not provider prices or a quotation from QOON.
Simplified calculation with constant costs over three years, without price increases or discounting. Enter all amounts on the same tax basis. Calculations run only in your browser; inputs are not saved or transmitted.
Before the moveThe key
The key
migration questions.
Could the import accidentally send emails to customers?
SuiteMigrate uses a migration context to suppress unintended follow-up actions. Relevant delivery, workflow and integration paths are checked before the production run, including delayed actions.
What happens to our custom fields?
Mapping lets you choose transfer, transformation or exclusion. Incompatible field types and content are flagged for review. Custom modules require a suitable target module and a verified mapping.
How are duplicate records avoided?
An identity register links source and target IDs so SuiteMigrate can recognise previously transferred records in subsequent runs. Potential duplicates already in the target are reviewed separately.
What happens if a run is interrupted?
Saved processing checkpoints support controlled resumption. An uncertain write state is reconciled before an operation is repeated.
Does our sales team need to stop working during migration?
Depending on the source, the main dataset can be transferred in advance. Plan a cutover window for the final reconciliation. Support for incremental imports and the required write pause depend on the interface and dataset.
Can all data and customisations be transferred automatically?
The migration review establishes the available scope of your edition and organisation. Workflow code, passwords, custom applications and permission models are not automatically reproduced unchanged. Exclusions are documented in advance.
How much does a migration cost?
Effort depends on data volume, quality, relationships, files and customisations. An initial review establishes scope and requirements; a specific quotation follows.
Related modules
Works well together.
From test run to cutover.
Mapping and test runs reduce risk. Production cutover follows only when sample checks and approvals are complete — with a traceable plan that allows reversal.
Help & documentation
Migration documentation
Mapping, test runs and cutover — in the QOON Knowledge Base.
Plan your move
to SuiteCRM 8?
In about 20 minutes we clarify source system, data scope and approach and show the structured migration path.
Request a migration review ↗No-obligation initial review · Tailored to your CRM landscape