Migrate your Apptivo data

Core CRM object with standard fields (name, email, phone, address) plus per-app custom attributes. Supports 100–500 custom fields depending on tier. We map all standard fields 1:1 and handle custom attribute translation by inspecting the target app's Master Layout.

Apptivo's Lead object captures prospect data with lead scoring, source tracking, and lifecycle stage. Exported via the Leads API. We preserve lead status and score as mapped properties in the destination CRM.

Customer object stores B2B account records with associated contacts and addresses. Available via the Customers API. We map company-level data including billing address and associate existing contacts at migration time.

Helpdesk tickets with status, priority, owner, and conversation threads. Supports Customer Portal access levels and ticket limits per plan. We migrate case history, attachments, and conversation records in chronological order.

Deals tracked through pipeline stages with revenue, expected close date, and stage probabilities. We map stage names and preserve deal amounts, ownership assignment, and associated contacts.

Project objects include tasks, milestones, assignees, and customer portals. Custom fields per project vary by configuration. We migrate projects with task hierarchies intact but flag custom project-level fields for manual review.

Invoice objects include line items linked to Items, tax codes, and payment status. Historical invoices may have partial payment records. We map invoice headers and line items but recommend reviewing open payment records separately.

Product and service catalog items with pricing, description, and custom attributes. Items app supports text, date, number, and dropdown custom attributes. We migrate item records including all custom attribute values.

Employee records include contact info, job title, department, and employment status. Used in project assignment and approval workflows. We map employee records and preserve ownership mapping during migration.

Apptivo exposes a Master Layout editor per app where admins add text, number, date, dropdown, and radio button fields. Each app has its own attribute set. We enumerate all custom attributes per app before migration and build a field-level mapping table.

Workflow automations in Apptivo are configuration-bound and not exportable as data. They reference object IDs and stage transitions that do not exist in the target CRM. We do not migrate workflows; we document them for manual rebuild in the destination platform.

File attachments on records are stored in Apptivo's file system. Large attachments may hit export limits. We migrate file attachments as linked blobs, preserving the association to the parent record but flagging files over 25MB for manual transfer.