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Data Migration

How Do I Migrate My Data to LeadCenter?
What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Contact Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor?

Data Migration

What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Contact Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor?

How Do I Migrate My Data to LeadCenter?

Our dedicated Data Migration team is here to make your transition to LeadCenter as smooth as possible. After starting your LeadCenter trial and deciding to move forward, you may have questions about how the migration process works. Here's what you need to know:

Migration Planning Meetings

If your migration involves complex data or unique processes, we offer planning meetings to discuss your data and workflows. These sessions help us understand your specific needs and ensure all important details are covered during the migration process.

Many migrations from other CRMs are quick and seamless and may not require a planning meeting. If you don’t need a pre-migration meeting, simply reach out to our Data Migration team at support@leadcenter.ai, and we’ll get back to you with the first available migration date. We’ll also provide instructions and next steps to begin your migration.

Simple Contact List Imports

If you’re not migrating from another CRM and only need to import a list of contacts, you can do so directly without scheduling a migration meeting. Learn how to import your contacts in LeadCenter.

Get Started

Ready to begin your migration? Contact our team at support@leadcenter.ai to start the process and take the first step toward streamlining your business with LeadCenter.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.