What objects can I migrate using the self-service migration tool?

The objects you can migrate depend largely on your source and target CRMs. 

If your source and target CRMs are supported by our tool, then any of the objects listed below are supported for your source and target CRMs can be migrated through a self-service migration:

  • Accounts
  • Attachments
  • Calls
  • Campaigns
  • Cases
  • Comments
  • Contacts
  • Emails
  • Events
  • Invoices
  • Leads
  • Meetings
  • Notes
  • Opportunities
  • Posts
  • Products
  • Projects
  • Quotes
  • Tags
  • Tasks

In order to preserve as many relations between records as possible, we strongly recommend migrating all supported records from your current CRM together.

If you have custom objects or objects that are not supported by your target CRM, we offer a tailored solution in terms of a custom migration service.

To learn what objects our tool supports for your source and target CRMs, or to discuss your case details, contact one of our data experts here.