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Data Migration

How Long Does a Data Migration Take?
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 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 find my Users' First and Last Names and IDs in Redtail for my Migration to LeadCenter?

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 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 find my Users' First and Last Names and IDs in Redtail for my Migration to LeadCenter?

How Long Does a Data Migration Take?

Typically, data migrations to LeadCenter take 1-3 business days to complete from the scheduled migration date. However, this timeline may vary based on the complexity and amount of data being migrated.

What to Expect During Migration

  • Initial Data Import: Contact records are typically imported on the first day of the migration. This allows your team to start using LeadCenter immediately while our team continues importing additional data such as notes, tasks, and financial accounts.
  • Minimal Downtime: We schedule all migrations to minimize downtime and ensure a smooth transition.

Important Considerations

  • One-Time Migration: Since we offer one migration, your team will need to pause data entry in your current CRM at the time the backup is created. Any data added after the backup is generated will not be included in the migration.
  • Planning for Complex Data: For organizations with large or complex datasets, additional time may be required. We can discuss any unique considerations during the migration planning process.

Need Assistance?

Have questions or need more details about the migration process? Contact the LeadCenter Data Migration team at support@leadcenter.ai.

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.