Migration Guides
Move your CRM to Laureo without the dead weight
Export a file from your current tool and bring your companies, people, deals, tickets, activities, products, and the rest of what you keep across. We read the file, tell you what we found, and write nothing until you press the button.
Pick your current tool
Or pick your trade
How the move works
- 1Export your records from your current tool. We read CSV files, Excel workbooks saved as .xlsx, and JSON. Older .xls workbooks are not read, so save those as .xlsx or CSV first.
- 2In Laureo, open Admin, then Import. Drop your files in.
- 3We read them and tell you what we found, one record type at a time.
- 4Answer the handful of questions we could not answer for you. Nothing is written yet.
- 5Press the button, watch it run, and put it all back if it is not what you wanted.
One file can hold up to 10,000 rows. One file can be up to 10 megabytes. You can undo a move for 30 days after it finishes. You can undo a single file import for 24 hours after it finishes.
Ready to switch?
Move your own records, read every row we could not place before anything is written, and put the whole move back if it is not what you wanted.
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14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.