Our experts will guide you in importing and migrating your current and legacy data. We have helped numerous customers migrate their data from multiple solutions including Salesforce, Pipedrive, Sevanta, Dealcloud, Copper, Streak, Excel etc. Different solutions have their own flavor, but import can be for sure.
You can do it yourself, or offload everything to us during your onboarding.
The DIY Method
In this option, you first download the transfer file, populate it with your data and then upload the Excel file back. Full instructions here. This is available to all our users without any fees.
Zapflow led migration during the onboarding phase
In this turn-key model, you can outsource your entire data migration process to us, we are happy to help.
We will first have a call with you to understand your data migration needs
You provide us with the data in unformatted CSV format (in Excel, for example, File > Save as > ...). Each file can contain only one worksheet
Zapflow experts will do the technical configuration of the environment; such as custom field settings.
We clean up the data to avoid duplicates and errors, do the relevant data mapping and will have the final data structure confirmed by you before importing it to the Zapflow environment.
If you need any help or guidance, feel free to book a time with our support team (support@zapflow.com), we are always happy to help! For more tips and guides regarding all our Zapflow features check our other Help Center articles.