Object Name | Export | Import | Important Information |
Companies | ✅ | ❌ |
|
Contacts | ✅ | ❌ |
|
Opportunities | ✅ | ❌ |
|
Leads | ✅ | ❌ |
|
Events | ✅ | ❌ |
|
Notes | ✅ | ❌ |
|
Tasks | ❌ | ❌ |
|
Attachments | ❌ | ❌ |
|
Learn what record types can and cannot be migrated for Redtail migrations
Written by Ashley Milne
Updated over a year ago