Import2

Learn about Import2's free sample migration

Free Sample Migration Overview

How Records Are Calculated

Overview of how to edit field mappings in your migration

How to Map Fields

Understand how Import2 handles data from your source app

What Happens to Your Source Data

How Import2 handles pre-existing data in your destination app

Matching to Pre-Existing Data/Handling Duplicates

Learn how to apply filters to your data migration

Filtering What Data is Migrated

Overview of how custom objects can be migrated

Migrating Custom Objects

Review what data can or cannot be migrated by Import2 data migration

Migrating Data Other Than Records

How to make sure your record owners are accurate during the data migration process

Assigning Record Ownership

How to undo and restart your data migration

Redoing the Migration

Undoing the Migration

Best practices for when you start using your new app during the data migration process.

Using Your New App During the Migration

How your app's API limits can affect the speed and processing of your data migration

API Limits and Your Migration

How to ensure your data migration does not cause unwanted triggers, notifications and automations to set off.

Managing Triggers and Notifications During the Migration

How to exclude certain record types from your data migration

Excluding Record Types from the Migration

How to migrate labels/tags into softwares that do not have that feature

Migrating Labels and Tags

Delete fields and other settings data imported as part of your migration

Removing fields and other settings created by Import2

Duplicate Import Error

What are Automations?

Mohamed Akoojee

Learn about the features and good-to-know's for a successful data migration using Import2

How Data Migration with Import2 Works 

Find answers and get help from Intercom Support and Community Experts

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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