Transfer of students from CRM to CRM

Hello!

I have reviewed your task regarding transferring students from one CRM to another. If there is a detailed video specification and the possibility to clarify questions through a manager, this format of work allows for a quick and safe data migration.

In my projects, I regularly work with CRM systems (Zoho CRM, Pipedrive), setting up funnels, data structure, and automating business processes through Make.com. I also have experience in auditing CRMs and building logic for working with leads and customer databases, so I understand well how important it is to maintain data integrity during the transfer.

Before starting, I would like to review the video specification and clarify which CRMs are currently being used and where the data needs to be transferred. After that, I can confirm the timelines and propose an optimal execution plan.

I would be happy to assist with the implementation of the project.

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API / Platform Technical Limitations:
What specific CRMs are being used (source and target)?
Do both systems have an open API, or will the transfer be done via file export/import (e.g., CSV/XLSX), or is an automation script (parser/emulator of actions) needed?
Are there any rate limits on the target CRM to ensure we do not block the account during bulk uploads?
Data Volume and Structure:
What is the exact number of students (card profiles) planned for transfer?
Is it necessary to transfer history (payment history, attendance, manager comments, learning status), or are only "dry" contacts (full name, phone, email) being transferred?
Does the new CRM have exactly the same fields, or will custom fields need to be set up to match the structure of the old database?
Relationships Between Entities:
… How is the relationship "student - parents" or "student - group/class" implemented? Is it necessary to automatically pull these dependencies to avoid losing the connection between students and their teachers or courses?
Testing:
Will test access (sandbox) be provided for transferring 5–10 profiles to check if everything displays correctly before launching the full import?

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Good day, Yaroslav!

I am ready to take on the transfer of the student database. It's great that you have a detailed video specification and a manager for communication — it's always nice to work when the process is clearly organized, it saves a lot of time for both parties.

I am ready to allocate time for the task right away. In general, we can agree on a smaller budget than you might have planned — for me, the priority right now is to quickly and efficiently close the project.

Send over the video specification! I will review it promptly, and if there are no hidden issues, I can start working today.

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Hello Yaroslav! I will be grateful for the trust in this important project. After clarifying the details of the terms of reference, I will immediately start working on it. I have no other projects at the moment, so I will complete everything with maximum attention and speed.

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Good day!

I have over 6 years of experience in sales. I have worked in both phone and written as well as offline sales. I am excellent at working with scripts, making upsells, and handling objections. I have repeatedly been involved in creating and adjusting sales scripts, training newly hired staff, and evaluating the quality of employees' work.
Examples of similar completed projects:
https://freelancehunt.com/project/razrabotka-skripta-prodazh-dlya-otdela-dostavki/1569272.html
https://freelancehunt.com/project/menedzher-dlya-internet-magazinu/1455481.html
https://freelancehunt.com/project/perenesti-zapisey-crm-sistemu/1485856.html

I am available for work and ready to start immediately after discussing the details of our collaboration.

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Yaroslava, hello!

I will transfer students from one CRM to another carefully and without data loss.
I have experience and often do this for my clients.
I have transferred similar databases—I know the specifics of migration.
I will check the accuracy of the data after the transfer.
I am ready to review the video specifications and start quickly.
I can complete it in 2 days.
I am ready to start now.

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Hello, I will transfer the contacts during the specified period. I have extensive experience working with various admin panels and CRM websites. Feel free to write!

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Good day! I work thoroughly according to the specifications. I am ready to start today.

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Hello! Let's do it this way: you give me more details about the task, and I will do everything as timely and qualitatively as possible. The deadline of 3 days is conditional. I will be able to provide exact deadlines when I receive more details.

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Good day! I am interested in your task, but I would like to learn more details to assess whether I can complete it within the timeframe you specified.

Could you send me the video brief?

What is the total number of students?

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Hello Yaroslav!
I needed to drop the video of the technical specifications here with a link.
I’m curious to know what CRM it is.
I specialize in databases, automation, parsing, Python.
I can write a script that will transfer your database with students, but I need to see the detailed technical specifications.

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Good day! I am ready to start collaborating! I have experience in similar projects. *Details in private*

Attention! If I indicated the amount "1111" or "777", it means that I need more information to assess the project (also, deadlines may vary depending on the scope).

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Good day!
I can help with transferring students from one CRM to another.
I work carefully with large datasets and understand the importance of accurate information transfer without loss or confusion.
What I can do:
— transfer the student database from one CRM to another;
— work according to your video specifications;
— quickly adapt to the system's logic;
— clarify details through the manager if needed;
— check the accuracy of the transferred data.
… I can also:
— structure information;
— check for duplicates;
— work carefully with spreadsheets and imports.
Regarding timelines:
3 days is a realistic timeframe, and I am ready to promptly engage in the task.
I would be happy to receive the video specifications and details about the CRM 🙂

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Hello, Yaroslav, I am interested in the task.

I have experience in manually transferring client data from one CRM to another. If there is a video instruction, that would be great!

Feel free to reach out, I would be happy to collaborate!

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Good day, I am ready to start working. I have time and will get to work immediately. I work as a content manager and will transfer the data quickly and efficiently. I am attentive in my work. I will complete it on time.

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Good day!

I have experience working with CRM. I am ready to review the video specifications and carry out the transfer of students within the specified deadlines. I will be in touch with the manager for clarifications during the work process.

Could you send the video specifications for assessing the details and starting the work?

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Ready to take on your project. Experience available, reviews in the profile. Work samples in the portfolio. Message me to discuss the details.

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Yaroslava, Greetings! I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, and I also perform integrations with websites and other services.

I have already worked on a similar project. I am confident that I can complete this task effectively.

I guarantee quality implementation and stable operation of the system.

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Hello. I am ready to collaborate with you. I have done similar tasks multiple times and have already worked with you. I will do everything as efficiently and quickly as possible. I am waiting for your message!

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Hello! I will carry out the transfer efficiently and quickly. I have significant experience in performing similar tasks. I work carefully, paying attention to details.

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Hello! I am ready to help with your project. I have extensive experience in development and can implement all the necessary components according to your documentation. I guarantee quality execution within the agreed deadlines.

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Good day, I will transfer the students, I have experience working with various CRMs. I can also take on other minor tasks.

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Good day, I can help with the transfer, quickly and efficiently.

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Hello 😊 I am interested in your task. I have experience working with CRM and data migration/structuring, so I have done similar migrations before.

I will review the video specifications, and if everything is clear, I am ready to start the execution. It's good that there will be a manager for clarifications, as this will simplify the process and speed up the work.

Regarding the timeline, 3 days seems realistic, and I can meet that deadline 👍 I am ready to start after agreeing on the details.
I work quickly, efficiently, and at a LOW PRICE!

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Good afternoon, I am ready to help with the task. I have worked with different CRMs, if there is an instruction then great.

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Good day!

Transferring students between CRMs is a familiar task; we understand how to do it correctly: preserving the data structure, not losing connections, and correctly mapping fields between systems. Depending on which CRMs are involved, we can do this through API integration or through a proper export/import with data validation at each stage.

We will review the video technical specification right after the response; there will be minimal questions for the manager — usually, after reviewing the technical task, the picture is already clear.

We will discuss the details and timelines in private 👋

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Good day! I am interested in your task. I would like to try transferring students between CRMs. I have basic data handling skills and learn quickly. I am ready to review the video specifications and work in communication with the manager to clarify details.

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Good day. I have worked with CRM systems. Since you have a video, I will do it well.

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Hello ) can I have the details, which CRM to which one?

Also, more details on the technical specifications. I can help with this.

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