Import2 provides a free sample migration to every user, for every app. The sample migration is the first step to understanding how the data migration will work, how much it will cost, and to see how your actual data will look in your new app.
What is the Sample Migration
The sample migration is a randomized selection of records from your source app, migrated into your new app. We try to include a sampling of each record type (i.e. accounts, contacts, opportunities, tasks, emails, events, attachments, notes, tickets, etc.). It is a sample, so not every record will be imported at this stage.
Timing
Most samples are completed within 15 minutes! There are some apps that take a bit longer, but rest assured if there is an issue with your sample and it is not able to be completed in a timely manner, we will reach out to you. To see the progress of your import please go to your import page.
Configuring the Sample
Before starting your sample, you have options to configure some settings of the migration. You can also change the settings and field mappings after your sample is complete.
Check out our guide here for more information on how to map fields.
You may also enable or disable record types. For more info, please see our guide here.
You can set up filters, to only bring in a portion of your data. You may also refer to our full guide here on how to set up filtering.
Depending on your app connections, you can also choose for Import2 to automatically create pipelines, deal stages and/or custom fields in the automations tab. Please refer to our full guide here for more information
Check the Results
After your sample is complete, Import2 provides you with the direct URL's to the sample data via your import page.
If you would like a specific record added to your sample to aid in your review, please send us a message with the direct URL of the record from your source database and we can get that added for you.
Undo the Sample
You can stop and undo the sample migration at any time. Check out how here.
Redo the Sample
You can restart your sample migration as many times as needed until you are happy with the results! Just click "Restart Sample Migration" at the bottom of your migration page.
