How a move works

You export the CRM you're leaving. We don't log into it. HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive, and Close can receive the records. The column map stays the same if you change one side later.

1. 01

   Export the file.

   From the CRM you're leaving.

2. 02

   Check the columns.

   Each one shows a few real values, the field it will go into, and a starting rule.

3. 03

   Change what you need to.

   Point a column somewhere else, drop it, or skip a row that's missing a value. Emails can be lowercased.

4. 04

   Use it again.

   The next file with the same column names keeps those rules.

5. 05

   Give us access.

   You create it in the CRM you're joining, and you can delete it the same day.

6. 06

   We write the records.

   Only the way the map says. We don't fill in fields you didn't map.