Source
Optiva

Optiva

Destination
Sumac

Sumac

CRM MigrationStarting at $500

Migrate from Optiva to Sumac

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Optiva to Sumac. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Optiva to Sumac migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Optiva vs Sumac

A quick look at both platforms to help you understand your migration path

Migrating from
Optiva

Optiva

Cloud-native BSS for telecom monetization

Optiva is a leading provider of cloud-native BSS (Business Support Systems) software for the telecommunications industry, offering digital charging, monetization, and partner ecosystem management solutions. The platform supports telecom operators and MVNOs in maximizing 5G, IoT, and digital opportunities through AI-enabled, Google Cloud-powered infrastructure.

Founded 1999
Mississauga, Ontario, Canada
Best for
Mid-MarketEnterprise
Industries
TelecommunicationsMVNO5G+2 more
Top Strength

Cloud-native, 5G-ready BSS platform on Google Cloud

Migrating to
Sumac

Sumac

The #1 Nonprofit Case Management Software

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Founded 1994
Toronto, Ontario, Canada
Best for
Small BusinessMid-Market
Industries
NonprofitsSocial ServicesHealthcare+2 more
Top Strength

HIPAA and PIPEDA compliant with encrypted storage

Your New CRM

Why Sumac is a great choice

Sumac

Sumac

"The #1 Nonprofit Case Management Software"

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Ideal for: Small to medium-sized nonprofits seeking an affordable, all-in-one CRM with comprehensive case management and modular extensions for specific needs.

HIPAA and PIPEDA compliant with encrypted storage

30+ years of nonprofit-specific expertise

Industries
NonprofitsSocial ServicesHealthcare+2
Best For
Small BusinessMid-Market

Modular extensions for donations, volunteers, and grants

Custom web-based intake forms with e-signatures

Learn more at

sumac.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Optiva to Sumac

Optiva
Sumac
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Mapping Required
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Not Available
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Mapping Required

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Supported

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Optiva to Sumac Migration FAQ

Common questions about migrating from Optiva to Sumac.

Related Migration Paths

Explore other popular CRM migrations similar to Optiva to Sumac

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Sumac → Optiva

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Prefer email? talk@ambrstack.com