CRM Migration Planner

Plan moving from a spreadsheet or another CRM. Tell us what you have and get a checklist, the risks to watch and a suggested order of work you can print. This tool plans the migration; it does not move your data.

Your situation

Answers stay in your browser

Moving from Moving to Number of contacts Number of deals Custom fields Connected tools

I want to keep historical activities (calls, emails, notes) I have attachments and files to move

Your plan

How to use it

Choose what you are moving from, and to.
Enter the size of your data and what else comes with it.
Read the risks and the suggested order of work.
Copy or print the plan and tick it off as you go.

Common questions

Does this migrate my data?

No. It builds a plan and checklist. The move itself is done with your CRM’s import tools or a migration service.

How accurate is the effort level?

It is a rough guide based on your answers. It is not a time or cost estimate.

Which CRMs does it cover?

It is general: the steps apply to most moves. Check your CRM’s own import documentation for specifics.