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Hints & Tips
Hints & Tips
Guides to help you get your data migration done
52 articles in this collection
Written by
Ashley Milne
ACT Specific Tips
How to Create an Act! Backup File
Written by
Ashley Milne
Updated over a week ago
Migrating Records Marked "Private" from Act!
Written by
Ashley Milne
Updated over a week ago
What Happens to a Company Associated with a Contact when Exporting from ACT!
Written by
Ashley Milne
Updated over a week ago
Exporting Contact History, Activities, Notes, and Attachments from Act!
Written by
Ashley Milne
Updated over a week ago
Close.io Specific Tips
Where Are My Custom Fields in My Close.io Migration?
Written by
Ashley Milne
Updated over a week ago
Why Are Leads Created Automatically When Migrating into Close.io?
Written by
Ashley Milne
Updated over a week ago
How Record Owners Are Exported from Close.io
Written by
Ashley Milne
Updated over a week ago
What Happens to my Contacts, Leads, and Opportunities with no Associated Company When Migrating to Close.io?
Written by
Ashley Milne
Updated over a week ago
Freshdesk Specific Tips
Can You Export Solutions From Freshdesk?
Written by
Ashley Milne
Updated over a week ago
HappyFox Specific Tips
How Can I Increase my HappyFox API?
Written by
Ashley Milne
Updated over a week ago
Helpscout Specific Tips
Where Can I Find My Helpscout Ticket ID?
Written by
Ashley Milne
Updated over a week ago
Highrise Specific Tips
Limitations of Exporting from Highrise
Written by
Ashley Milne
Updated over a week ago
Can You Migrate My Highrise Note Comments?
Written by
Ashley Milne
Updated over a week ago
HubSpot Specific Tips
How to Connect Your HubSpot with Import2
Written by
Ashley Milne
Updated over a week ago
HubSpot Import Specifics
HubSpot Import limitations
Written by
Ashley Milne
Updated over a week ago
Errors Connecting to HubSpot CRM
Written by
Ashley Milne
Updated over a week ago
Limitations of Setting Audit Fields in HubSpot CRM
Written by
Ashley Milne
Updated over a week ago
Limitations for Assigning Record Ownership in HubSpot CRM
Written by
Ashley Milne
Updated over a week ago
Can You Migrate Activities, Notes and Attachments Into HubSpot?
Written by
Ashley Milne
Updated over a week ago
What Happens With Duplicate Contacts When Migrating into HubSpot CRM?
Written by
Ashley Milne
Updated over a week ago
HubSpot CRM Features To Be Aware Of
Written by
Ashley Milne
Updated over a week ago
How Do You Migrate HubSpot Deals to the Right Stage?
Written by
Ashley Milne
Updated over a week ago
Kayako Specific Tips
Can You Migrate Customer Notes from Kayako?
Written by
Ashley Milne
Updated over a week ago
Pipedrive Specific Tips
How Do You Migrate Pipedrive Deals to the Right Stage?
Written by
Ashley Milne
Updated over a week ago
Can You Migrate All of my Pipedrive Activities, Notes and Emails?
Written by
Ashley Milne
Updated over a week ago
Can you Migrate from Multiple Companies I have in my Pipedrive Account?
Written by
Ashley Milne
Updated over a week ago
Where are my Migrated Emails in Pipedrive?
Written by
Ashley Milne
Updated over a week ago
Overview of Your Pipedrive Import from Another Software
Written by
Ashley Milne
Updated over a week ago
Salesforce CRM Specific Tips
"Reached maximum number of public tag definitions"
Written by
Ashley Milne
Updated over a week ago
Required field missing - "X"
Written by
Ashley Milne
Updated over a week ago
"Date: invalid date: 'X'"
Written by
Ashley Milne
Updated over a week ago
Limitations of Salesforce Migration
Written by
Ashley Milne
Updated over a week ago
What Are Salesforce Audit Fields and How Can I Enable These?
Written by
Ashley Milne
Updated over a week ago
Can You Migrate into a Salesforce Sandbox Instance?
Written by
Ashley Milne
Updated over a week ago
What Do I Need to Know About Salesforce API and Storage Limits
Written by
Ashley Milne
Updated over a week ago
Where Are My Emails Migrated to in Salesforce?
Written by
Ashley Milne
Updated over a week ago
Limitations of Salesforce Lightning Edition
Written by
Ashley Milne
Updated over a week ago
Do I Need to be a Salesforce Administrator to Perform the Migration?
Written by
Ashley Milne
Updated over a week ago
Migrations for Different Salesforce Editions
Written by
Ashley Milne
Updated over a week ago
Salesforce Service Cloud Specific Tips
Why is my Ticket Detail View Different than my Ticket Feed in Salesforce Service Cloud?
Written by
Ashley Milne
Updated over a week ago
How Do you Determine What is a Public or Private Message in Salesforce Service Cloud
Written by
Ashley Milne
Updated over a week ago
Sugar CRM Specific Tips
What Objects Cannot Be Exported From Sugar CRM
Written by
Ashley Milne
Updated over a week ago
Zendesk Specific Tips
Where Are My Migrated Tickets in Zendesk?
Written by
Ashley Milne
Updated over a week ago
Migrating Tags Into Zendesk
Written by
Ashley Milne
Updated over a week ago
Bypassing Zendesk Notifications and Triggers
Written by
Ashley Milne
Updated over a week ago
Limitations of Zendesk Migration
Written by
Ashley Milne
Updated over a week ago
How Do You Map Ticket Priority Levels into Zendesk?
Written by
Ashley Milne
Updated over a week ago
Limitations of Light Agents in Zendesk
Written by
Ashley Milne
Updated over a week ago
Zoho CRM Specific Tips
Migrating into Zoho CRM Overview
Written by
Ashley Milne
Updated over a week ago
Zoho API Restrictions to Consider When Timing Your Migration
Written by
Ashley Milne
Updated over a week ago
Limitations of Zoho Export
Written by
Ashley Milne
Updated over a week ago
Errors Connecting to Zoho CRM
Written by
Ashley Milne
Updated over a week ago