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Data Migration

What Is Supported with a Data Migration 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 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?

What Is Supported with a Data Migration to LeadCenter?

LeadCenter supports migrating the following data types to ensure a seamless transition. Each file should include record IDs and related contact IDs to properly link data during import:

  • Contacts
  • Notes
  • Tasks
  • Events (e.g., seminars, workshops, webinars etc.)
  • Manually Tracked Financial Account Details

Unsupported Data Types

The following data types are not supported during migration:

  • Recurring Activities: Due to differing rules between CRMs, recurring settings cannot be migrated. However, the history of these activities can be imported. Depending on the source CRM, we may be able to provide a report of repeating items for manual recreation.
  • Files/Documents: Any files attached (PDFs, Word Docs, etc.) to contacts/activities will not be brought over in the transition. However, our team can discuss options that can help you move your files.
  • Workflows: Workflow templates cannot be migrated. Steps within workflows can be imported as tasks to preserve historical data, but these will not function as linked workflows. New templates must be recreated in LeadCenter.
  • Templates: Templates for workflows, reports, notes, tasks, or emails must be recreated in LeadCenter.
  • Emails: Emails are not directly imported due to formatting issues. Emails included in the source CRM's note activity can be imported as notes but may include special characters.

Important Notes

  1. Duplicate Records: LeadCenter's Data Migration team does not scrub data for duplicates. Ensure your data is clean before migration.
  2. File Formats: Backup files should be compressed into ZIP format for a smoother upload process. This prevents timeouts during transfer.

LeadCenter supports the following file formats:

  • CSV or Excel files
  • SQL
  • BAK (SQL database backup)
  • MS Access (MDB)

For any unsupported formats or additional questions, contact our 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.