Hints & 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 Jana Band
Updated over a week ago

Exporting Contact History, Activities, Notes, and Attachments from Act!

Written by Ashley Milne
Updated over a week ago

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

Can You Export Solutions From Freshdesk?

Written by Ashley Milne
Updated over a week ago

How Can I Increase my HappyFox API?

Written by Ashley Milne
Updated over a week ago

Where Can I Find My Helpscout Ticket ID?

Written by Ashley Milne
Updated over a week ago

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 Import Specifics

HubSpot Import limitations

Written by Andrei Miruta
Updated over a week ago

How Do You Migrate Hubspot Deals to the Right Stage?

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

Can You Migrate Activities, Notes and Attachments Into Hubspot?

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

Limitations for Assigning Record Ownership in 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

Errors Connecting to HubSpot CRM

Written by Ashley Milne
Updated over a week ago

Limitations of Infusionsoft Export

Written by Ashley Milne
Updated over a week ago

Can You Migrate Customer Notes from Kayako?

Written by Ashley Milne
Updated over a week ago

How to Create a Maximizer Export File

Written by Ashley Milne
Updated over a week ago

Can You Export Netsuite Issues?

Written by Ashley Milne
Updated over a week ago

Overview of Your Pipedrive Sponsored Migration

Written by Ashley Milne
Updated over a week ago

How Do You Migrate Pipedrive Deals to the Right Stage?

Written by Jana Band
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 Jana Band
Updated over a week ago

"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

How to enable audit fields in Salesforce?

What are audit fields in Salesforce and how to enable this feature?

Written by Mark Kofman
Updated over a week ago

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

Limitations of Saleslogix Export

Written by Ashley Milne
Updated over a week ago

Exporting Activities, Notes and Attachments from Solve CRM

Written by Ashley Milne
Updated over a week ago

What Objects Cannot Be Exported From Sugar CRM

Written by Ashley Milne
Updated over a week ago

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

How to Import Tickets with Status "New" into Zendesk

Written by Jana Band
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