If you would like to filter what data is imported, we can do this for you as part of our custom work option (included in our Premium and Custom packages).

Filtering can be done within the following guidelines:

  • Filter is by object (record type). For example, Account, Contact, Opportunity, etc. 
  • There must be a field on this object which we can use to determine whether to include or exclude. For example, "created date", "status" or even a custom field which you have setup. 
  • A record which is filtered out (excluded) means that any related records will also be excluded by default. For example, if the Account is excluded, then it's related Contacts, Opportunities, Notes, Activities, etc. are also excluded. 

If you need more complex filtering that is outside the above guidelines, please book a call with us so that we may review your requirements together. Please note that complex filtering is not included in the standard pricing packages, but we would provide you with a custom quote for this. 

Did this answer your question?