Introduction
Migrating your database to Kommo CRM is an important process that involves moving data from your existing systems, improving information accessibility and increasing team productivity. A well-executed migration minimises data loss and ensures seamless integration with the other tools and applications your company uses.
How database migration to Kommo CRM works
Database migration requires thorough preliminary analysis and planning.
The first step is preparing your data. This means gathering all the information you want to migrate. Typically this includes data on companies, contacts, deals, notes, and other important records. Make sure all the data is current and structured. If you have information in different formats — for example, in Excel or CSV — that is not a problem. Kommo CRM supports various import formats, which makes the process more flexible.
Once you have gathered all the necessary data, the next step is cleaning it. This is an important stage that is often overlooked. Check for duplicate records, outdated information, and errors. Clean data helps avoid confusion later and makes working with the CRM more effective. If you notice that certain records need correction, fix them before importing into the CRM.
Now that your data is ready, it is time to begin the migration itself. Log in to your Kommo CRM account and find the data import section — usually accessible through Settings or the data management section. Select the appropriate file format and upload it. Kommo CRM will prompt you to map fields from your file to fields in the system. This is a critical step: correct mapping ensures that all information is migrated accurately.
Once mapping is complete, click the import button. Depending on the volume of data, this process may take some time. Do not worry if results are not immediate — simply wait for the system to finish loading. When the import is complete, you will receive a notification. After that, verify that all the data was migrated correctly.
With the migration to Kommo done, take some time to organise your data. Use tags, categories, and filters to structure your information in the most convenient way for your team. This makes it easier to find specific records quickly and manage them effectively. Also set up notifications and reminders so you do not miss important events or tasks.
Training your team is an essential part of the process. Make sure all staff understand how to use the new system. Conduct training sessions or create guides so everyone can comfortably navigate Kommo CRM. This prevents confusion and boosts overall productivity.
Migrating your database to Kommo CRM is not only an opportunity to improve client management — it is also an opportunity to optimise your workflows. By following these steps, you can transfer your data smoothly and start taking advantage of everything this system has to offer. Do not be afraid to experiment and customise the CRM to your needs — it will make your work more effective and more enjoyable.
Migrating from other CRM systems
At Exceltic Development, we handle not only imports from prepared spreadsheets but also full migrations from other CRM systems — including Salesforce, HubSpot, Pipedrive, Copper, and others.
Data migration from these systems is possible via several methods. Standard export often does not capture all data: for example, Copper CRM does not include Activity records (tasks and notes in deals) in its export. These limitations are solved by exporting through the API.
We will build a migration utility tailored to your data, reconcile it with the Kommo data model, and carry out the migration. The process typically takes no more than 5 business days. Contact us for a precise timeline and cost estimate for migrating your data into Kommo CRM.