What Objects are Supported for Less Annoying CRM Migrations

Object Name

Export

Import

Important Information

Companies

✅

✅

Existing companies are checked by name for a match before importing a new record.

No import of group info.

Contacts

✅

✅

No import of group info.

Deals

✅

✅

Calls

❌

✅

Calls are imported as events

Emails

❌

✅

Meetings

❌

✅

Meeting are imported as events

Notes

✅

✅

Tasks

❌

✅

Events

✅

✅

Attachments

❌

❌