Migrate your Actimo data

Contacts represent active employees in the platform. Actimo supports full export of Contact records to Excel including profile fields, group memberships, and engagement status. We map these directly to Contact objects in the destination CRM, preserving the employee's assigned Workspace as a custom property.

Messages are the core communication unit in Actimo. Export is available per-message with open/click/bounce analytics. We map Message content to standard Activities or Engagements and preserve the engagement metrics as custom fields, but the mapping requires deciding whether each message lands as an email activity, a post, or a notification on the destination side.

Learning Paths are sequential collections of training content—videos, quizzes, documents—assigned to employees. Actimo tracks completion and scores. We can export the path structure and per-employee completion records, but the actual media assets (videos, PDFs) must be handled as binary file transfers separately from the record migration.

Surveys encompass pulse polls, check-ins, and feedback instruments. Actimo stores the survey structure and individual response records. We map survey definitions and response data to the destination's survey or feedback object, but any custom scoring logic or weighting configured in Actimo must be reconstructed manually post-migration.

Workspaces are Actimo's top-level organizational containers, typically mapped to physical locations, business units, or brands. Each Workspace has its own Dashboard and analytics. We preserve Workspace assignments on Contact records and replicate Dashboard configuration as a structured reference, but the dashboard visualizations themselves do not export as data rows.

Groups organize employees for targeted messaging or role-based content assignment. Export includes group membership records linking Contacts to named Groups. These map cleanly to List or Segment objects in standard CRMs.

Actimo integrates with HR systems (Sympa, and others) to sync employee data automatically. During migration, we capture the current state of synchronized data rather than relying on the integration to remain active post-migration. The integration configuration itself is not exportable and must be re-established on the new platform.

Dashboard metrics reflect engagement levels, open rates, and employee activity within a Workspace. Actimo provides export capabilities for message analytics. We extract the analytics datasets and map them to reporting objects or custom tables in the destination, but trend data and historical dashboard snapshots require aggregation from individual event records.