Migration Guides

Switch to Laureo in hours, not weeks

Step-by-step guides to move your contacts, companies, deals, and email history from your current CRM. Most teams finish in under an hour.

How migration works

  1. 1Export your data as CSV from your current CRM.
  2. 2Upload to Laureo's import wizard with automatic field mapping.
  3. 3Review the duplicate detection preview and resolve conflicts.
  4. 4Import contacts, companies, and deals. Set up your pipeline stages.
  5. 5Connect your email, invite your team, and start selling.

Related Resources

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