Sales and contact systems

• ActiveCampaign Import contacts, deals, and accounts from ActiveCampaign.
• Close Import leads, contacts, opportunities, and activities from Close CRM.
• Copper Import companies, people, opportunities, and activities from Copper CRM.
• Freshsales Import companies, contacts, and deals from Freshsales.
• HubSpot Import contacts, companies, deals, and tickets from HubSpot CRM.
• Microsoft Dynamics 365 Import accounts, contacts, opportunities, activities, and tasks from Dynamics 365.
• Pipedrive Import organizations, people, deals, activities, and products from Pipedrive.
• Salesforce Import accounts, contacts, opportunities, activities, and tasks from Salesforce.
• Zendesk Sell Import contacts, deals, and companies from Zendesk Sell.
• Zoho CRM Import accounts, contacts, deals, activities, tasks, and products from Zoho CRM.
• Bitrix24 Import contacts, deals, and products from Bitrix24.
• Capsule CRM Import contacts, opportunities, and projects from Capsule CRM.
• Insightly Import organisations, contacts, and opportunities from Insightly.
• Keap (Infusionsoft) Import contacts from Keap (formerly Infusionsoft).
• Less Annoying CRM Import contacts, companies, and tasks from Less Annoying CRM.
• Nimble Import contacts, activities, and deals from Nimble.
• Nutshell Import companies, people, and leads from Nutshell.
• SugarCRM Import accounts, contacts, and opportunities from SugarCRM.
• Affinity Bring your records across from Affinity. We read the headings in your export and you confirm every one of them.
• Agile CRM Bring your records across from Agile CRM. We read the headings in your export and you confirm every one of them.
• Attio Bring your records across from Attio. We read the headings in your export and you confirm every one of them.
• Folk CRM Bring your records across from Folk CRM. We read the headings in your export and you confirm every one of them.
• Highrise Bring your records across from Highrise. We read the headings in your export and you confirm every one of them.
• Monday.com Bring your records across from Monday.com CRM. We read the headings in your export and you confirm every one of them.
• Salesflare Bring your records across from Salesflare. We read the headings in your export and you confirm every one of them.
• Streak Bring your records across from Streak (Gmail CRM). We read the headings in your export and you confirm every one of them.

Support desks

• Freshdesk Bring tickets, contacts and companies across from Freshdesk.
• Zendesk Support Bring tickets, people and organizations across from Zendesk Support.
• Zoho Desk Bring tickets, contacts and accounts across from Zoho Desk.
• Intercom Bring contacts and companies across from Intercom.
• Help Scout Bring the customer list across from Help Scout.

Accounting and invoicing

• FreshBooks clients Bring in your client list with its addresses.
• Invoice Ninja Bring in invoices and their payments from the invoice file.
• QuickBooks Bring in customers from the contact list report. Bring in your price list from the products and services report. Bring in invoices from the sales report, one row per invoice line.
• QuickBooks Desktop Tell us this is where you are moving from, then bring in the reports you save as spreadsheets.
• Wave Bring in invoices and their payments from the spreadsheet download.
• Xero Bring in your contact list with its postal address. Bring in invoices from the invoice file, one row per invoice line.
• Zoho Books Bring in your customer list with its billing address. Bring in invoices and what is still owed on them, one row per invoice line.

Recruiting systems

• Bullhorn Import clients, candidates, job orders and placements from Bullhorn.
• Crelate Import clients, contacts and placements from Crelate.
• JobAdder Import clients, candidates and job orders from JobAdder.
• Loxo Import companies and people from Loxo.
• Manatal Import organisations, candidates and jobs from Manatal.
• Recruit CRM Import companies, candidates and jobs from Recruit CRM.
• Recruiterflow Import companies, candidates and jobs from Recruiterflow.
• Zoho Recruit Import clients, candidates and job openings from Zoho Recruit.

Practice management

• Canopy Import clients and contacts from Canopy.
• Financial Cents Import clients, client work and time from Financial Cents.
• Jetpack Workflow Import clients and their contacts from Jetpack Workflow.
• Karbon Import client organizations and contacts from Karbon.
• TaxDome Import clients and contacts from TaxDome.

Trades and site work

• Housecall Pro Import customers, jobs and estimates from Housecall Pro.
• JobNimbus Import contacts from a JobNimbus report you build yourself.
• Jobber Import your client list from Jobber, and a jobs report if you have one.
• ServiceTitan Import your customer list from ServiceTitan.

Managed service tools

• Atera Bring in customers, contacts and tickets from Atera reports.
• Autotask Bring in the organizations and contacts files exported from Autotask.
• ConnectWise PSA Bring in a ConnectWise PSA file. We match the columns for you.
• HaloPSA Bring in a HaloPSA file. We match the columns for you.
• Syncro Bring in customers, tickets and invoices from Syncro, one export at a time.

Client and project work

• Dubsado Bring clients, their contacts and their projects across from Dubsado. Its clients, projects and contacts exports are three separate files and we join them back into one set of records.
• 17hats Bring your contacts across from 17hats. Its Export Contacts action produces one file, and that file is the whole export.
• HoneyBook Bring your contacts across from HoneyBook. Its own published column list is the one it accepts for taking contacts IN, so treat the columns we read as our best expectation and check the preview.

• Which record types we can build out of that system’s files.
• The columns we read, the headings we recognise for each, and an example value.
• The words a status column can hold, so nothing is refused for a spelling.
• The order we bring things in, and why each one sits where it sits.
• What that system holds that does not come across, said before you start.