Migration
Migrate in minutes, with a way back
Bring your existing data across with a guided wizard. Check everything with a dry run first, and undo the run if the result is not what you expected.
How it works
Five steps
- 1
Upload
Add CSV files or one zip with contacts, companies, deals, activities and notes.
- 2
Map
Columns are matched for standard CRM export files. Unknown columns become custom fields. Save the mapping as a template.
- 3
Dry run
See counts per record type, new fields, unmatched owners and error rows with reasons. Nothing is written yet.
- 4
Run
The import runs in leased, resumable batches. Close the page or reload and it carries on. Download a report CSV when it finishes.
- 5
Undo
Changed your mind? Undo the migration and the records that run created are removed.
Details
Built to be repeatable and safe
- Relationships are rebuilt from source IDs, so contacts, companies, deals and activities stay linked
- Stage mapping matches existing stages or creates new ones
- Owner mapping uses email addresses. Unmatched owners go to the administrator who runs the import
- Running the same files again updates records instead of duplicating them
- Organization isolation applies to every imported row
Plans
Availability
The migration wizard is available on Starter and above, including during the 14-day Growth trial. The Free plan does not include migration or exports. You can also leave at any time: paid plans export lists to CSV or Excel, and administrators can create a full organization export.
Build client relationships right.
Try Clientwright free for 14 days. No card required.