Object Name | Export | Import | Important Information |
Companies | ✅ | ❌ |
|
Contacts | ✅ | ❌ |
|
Deals | ✅ | ❌ |
|
Calls | ✅ | ❌ |
|
Emails | ✅ | ❌ |
|
Meetings | ✅ | ❌ |
|
Notes | ✅ | ❌ |
|
Tasks | ✅ | ❌ |
|
Attachments | ❌ | ❌ |
|
What Objects are Supported for Agile CRM Migrations
Learn what record types can and cannot be migrated for Agile CRM migrations
Written by Ashley Milne