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