Can communication history be migrated?

It depends on the old system and export format; we will establish what is available during the audit.

How long will migration take?

It depends on data volume and quality: the audit takes at least 10 days, and migration takes 4 weeks or more.

Will we have to stop working?

No. The team continues working in the old system until the final migration, which takes place during an agreed window.

What happens to duplicates?

We merge them using agreed rules and bring ambiguous cases to you.

How is this different from the industry pages?

This page covers data migration; industry scenarios are described on the retail and professional services pages.

Is Creatio suitable for a small team?

If you have a very small database and two or three employees, migration may be simpler; we will discuss it during the audit.

How long does implementation take?

It depends on the number of processes and integrations: the audit takes at least 10 days, and configuration takes 4 weeks or more.

What happens after launch?

Support and refinements are available; we agree on the terms in advance.

CREATIO / MIGRATION AND DATA TRANSFER

Move to Creatio from Excel or another CRM

Clients, deals, and communication history move to Creatio without data loss: the data is cleaned and mapped, and the team keeps selling without interruption.

Discuss your project What you can automate

Clean data before migration
Trial migration and review
Launch without stopping sales

DATA MIGRATION

Data export from the old system → received
Duplicates → identified and merged
Field mapping → agreed
Trial migration → checked
Launch → on plan

Data loss — avoided

150+projectsdelivered

since 2017yearsin the market

Excel and CRMto Creatiohistory preserved

1C, ERPintegrationswebsite and accounting systems

CHALLENGES

Structure

Industry-specific configuration scenarios are described on our industry pages, including retail and professional services.

Migration sequence: from data audit to launch

Six scenarios to start with; we connect the rest in phases.

Data audit before work begins

What data exists and what condition it is in.

AuditPlan

Cleanup and duplicate merging

Merge records and standardize data.

CleanupDuplicates

Field mapping

A field-mapping table.

FieldsMapping

Trial migration with part of the data

A sample to check.

TrialReview

Final migration

During an agreed window.

MigrationUpdates

Training and launch

A workday shaped around each role.

TrainingLaunch

Have a different process? We can review it during the audit. Discuss your project ↓

SERVICES

Process audit
We review the data you have, its format, and its quality.
Process map
Creatio configuration
We configure objects and fields for the migrated data.
No-code
Integrations
We connect data sources and services.
Exports · Log
Data migration
We clean the data, merge duplicates, and map fields.
Data cleanup
Team training
We show employees their workday using their own data.
Roles and scenarios
Support
We refine processes after launch.
Support

The full seven-stage Creatio implementation cycle is described on the Creatio implementation page. See “How we work on a project” for our approach.

INTEGRATIONS

Where we migrate data from

We migrate data from spreadsheets, legacy CRMs, and accounting systems; owners can review the migration log.

Creatio
No-code
1C
ERP
Kaspi
Payment systems
Telephony
Digital signature
Messengers
Website

We confirm the connection method and version for each system during the audit.

Excel and spreadsheets

We structure and migrate the data.

Other CRMs

Export, mapping, and migration with history.

1C and accounting systems

Counterparties and products for integration.

Messengers and telephony

Communication and call history, when available.

Learn about AI features for Creatio on the AI implementation page. We connect 1C and ERP, Kaspi and other payment systems with an API, telephony, digital signatures, messengers, and websites.

PROCESS

Process audit
10 days
We review data, sources, and volume, then agree on the migration scope.
What we need from you: Access to processes and a project owner
Configuration and integrations
4–12 weeks
We clean the data, configure objects and fields, and run a trial migration.
What we need from you: Exports from the old system and review of the result
Data migration and training
2–4 weeks
We perform the final migration and train employees.
What we need from you: Data exports and employees' time
Launch and support
go-live
We launch with part of the team, then expand and refine the system.
What we need from you: Launch decision

We track tasks in Jira on a project board, where you have full user access. See how we work →

We confirm timelines and cost after the audit.

OUTCOMES

What you will have after the project

Configured Creatio

One client and deal database with history from the old system.

Cleaned data

Without duplicates or outdated records.

Migrated data

Without duplicates or outdated records.

Reports

A migration report and a list of records that need a decision.

Trained team

Guides and support after launch.

Support terms after launch

PRICING

What determines the price: data volume and condition

We don't offer fixed packages. We start with a process audit, then prepare an estimate.

Creatio licenses

Purchased separately

The minimum purchase is US$10,000; the total depends on the number of users. Licenses can be purchased from the vendor, a partner, or through us.

Implementation

Processes, configuration, integrations

The cost depends on data volume, number of sources, and the quality of the original data. We estimate it after the data audit.

Support

After launch

Refinements and ongoing support.

Creatio licenses are purchased separately. The minimum purchase is US$10,000, and the total depends on the number of users. You can buy directly from the vendor, through a partner, or through us. Implementation costs depend on the processes, integrations, and roles involved; we estimate them after an audit. The blog article “How We Calculate Project Cost and Payment Options” explains the payment options. Discuss your project →

Move to Creatio from Excel or another CRM

What teams worry about during migration and how we address it

The Excel database has no consistent structureWe turn spreadsheets into one structure for clients, contacts, deals, and history.

The database contains duplicates and outdated recordsWe merge duplicates, remove outdated records, and standardize phone and address formats.

It is unclear what to move from the old CRMWe agree on the objects and history period to migrate; unnecessary data stays in the archive.

The team is afraid of stopping salesWe run a trial, check the result, and launch in stages while the team keeps working as usual.

The team does not want to change its habitsWe show each person their workday using their own data.

There is no data owner after launchWe assign an owner for data quality and entry rules.

Migration sequence: from data audit to launch

Data audit before work begins

Cleanup and duplicate merging

Field mapping

Trial migration with part of the data

Final migration

Training and launch

Process audit

Creatio configuration

Integrations

Data migration

Team training

Support

Where we migrate data from

Excel and spreadsheets

Other CRMs

1C and accounting systems

Messengers and telephony

Process audit

Configuration and integrations

Data migration and training

Launch and support

What you will have after the project

Configured Creatio

Cleaned data

Migrated data

Reports

Trained team

What determines the price: data volume and condition

Creatio licenses

Implementation

Support

Questions about moving to Creatio

Can communication history be migrated?

How long will migration take?

Will we have to stop working?

What happens to duplicates?

How is this different from the industry pages?

Is Creatio suitable for a small team?

How much do licenses cost?

How long does implementation take?

Which systems can be connected?

What happens after launch?

Shall we discuss your project?