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Data and integrations

Data migration

Definition

Moving contacts, deals, activities and files from an old system into a new CRM.

Data migration explained

Migration is mostly mapping and cleanup: deciding which fields carry over, deduplicating, and choosing how much history to bring. Automations and integrations don't migrate; they're rebuilt.

Time the cutover to your old contract's end date to avoid paying for two systems.

Where Data migration comes up

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