The Benefits of Starter Templates
Core Fields Already Configured
Based on Industry Best Practices
Less Coding and Mapping
Migration with Less Coding and Mapping
Using the starter templates of Connect Creatio, you can enjoy the benefits of your Creatio instance sooner. These bundled migrations include mapping to all your must-have CRM fields - Accounts, Contacts, Leads, Opportunities, Cases, and more - to provide a fast and seamless migration. Review the FAQ's to learn more about these templates.
Available Starter Templates
Frequently Asked Questions
Accounts, Account parents, Contact, Cases, Leads, Products, Opportunities, Opportunity Line Items, Tasks, Events, Notes, Attachments
Connect Creatio uses a combination of Amazon Web Services (AWS) and our own encryption to keep your data protected at all times. We do not store any of your data at rest. When a project is processing, data is streamed from one system to another and is never saved.
You don’t have to use them. You can simply remove or disable those fields from your mapping.
We offer developer mentoring hours if you’d like to handle your data project in house. View our Developer Mentoring page to learn more about that. If you would like an outside party to help you, we can match you up with one of our developers or a nearby partner. Services from either Connect Creatio or the partner will add an additional fee.
Migrations are $1,495.00 for two months of access. If your project requires more time, you can extend your migration in 30-day increments for an additional fee.
That depends. If you are mapping fields that can connect out-of-box, then no. If we must build a personalized map for complex customizations, that can tack on costs. If you know you need something like that, we recommend setting up a consultation meeting first so we can provide the most accurate quote. If you are comfortable with modifying using our platform, you can make the changes yourself and not incur any additional charges.
Don't See Your Solution?
If you don't see your solution above, it's not game over. Even without a templated map, you can still use Connect Creatio for your migration project. Talk to a consultant about what you need and learn about the options available to you.
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