Details
A US IT company that had been using Copper CRM needed to migrate its database to Kommo. The migration from Copper to Kommo was required to include the transfer of all information, including company, contact, and deal data, while preserving the relationships between all entities. The client also wanted to transfer the history of events, tasks, correspondence, and calls to ensure full functionality in the new system without data loss or loss of context.
Problems Before the Project
While working with Copper CRM, the company encountered several limitations that prompted the move to Kommo:
- Limited business process automation capabilities.
- Restrictions in collecting event data from the sales pipeline and configuring analytics in Copper.
However, migrating the database required a special approach due to the volume of information and the need to transfer “Activities” — notes, calls, emails, and other deal-related data that are unavailable through Copper’s standard data export — as well as preserving all entity relationships.
Solution: Comprehensive Transfer and Synchronization
The data transfer process was divided into several stages:
- Analysis of data structures in Copper CRM and Kommo
- Data storage formats and the relationships between companies, contacts, and deals in both systems were studied.
- An assessment of data volume and potential migration risks was conducted.
- Transfer of core entities
- Company, contact, and deal databases were transferred to Kommo with relationships preserved.
- Each company in the system was linked to its corresponding contacts and associated deals.
- Migration of interaction history
- Task history was transferred, including statuses, deadlines, and outcomes.
- Email correspondence linked to deals was preserved, allowing managers to continue communication without losing context.
- Call history was imported, including dates, durations, and recorded comments.
- Testing and data verification
- After migration was complete, data was verified for accuracy and completeness. Particular attention was paid to preserving relationships between entities so that company, deal, and contact data displayed correctly.
- Kommo functionality was tested with the imported data to confirm all processes worked as expected.
Implementation Results
The migration from Copper CRM to Kommo was completed on a tight schedule with minimal impact on team operations. After migration, the company gained:
- An intact database. All companies, contacts, and deals were transferred without losses, with their relationships preserved.
- Preserved interaction history. Managers were able to continue working with clients with full access to the history of correspondence, calls, and tasks.
- Enhanced automation capabilities. In Kommo, it was possible to configure automated processes and analytics that were unavailable in Copper CRM.
Technical Aspects
Both CRM APIs were used for the migration. Scripts automated the data transfer, ensuring correct handling of large data sets.
Migrating data from Copper CRM to Kommo enabled the company to transition to the new platform seamlessly without data loss or downtime. Through this case study, we want to highlight the importance of a professional approach to migration — to preserve business process continuity and ensure a comfortable working experience for the team in the new CRM.