Migrate your Bluetrait data

Tickets are the core object in Bluetrait. They support custom fields, tags, due dates, status changes, and internal notes. We map ticket histories including status transitions, assignees, and attachments. Email-to-ticket threading is preserved by linking original email references.

Companies hold client records and can be bulk-imported via CSV. Client associations with companies are preserved as a linking property during migration. We flag if the destination CRM uses a separate Contacts object for individual client records.

Timesheet entries include date, hours, user, task/project link, and timesheet type. The timesheet type can be optionally excluded from invoice line item descriptions during import. We map timesheet entries to the destination's time-tracking object preserving billable/non-billable flags.

Projects link to timesheets, budgets, and tasks. We map project names, budgets, and task counts. Custom project statuses and budget thresholds are preserved as custom fields in the destination system.

Bluetrait's billing engine supports recurring invoicing and auto-billing from timesheets. Open and historical invoices are migrated including line items, taxes, and payment status. We flag recurring billing configurations because these require re-setup in the destination platform.

Products carry quantities, recurring billing frequencies, and pricing. Product-to-billing associations are mapped as custom line-item properties in the destination. Subscription cadence requires manual reconfiguration after migration.

Agents are unique to the MSP edition and represent managed endpoints with watchdog status, installed software, and alert configurations. Endpoint-level data migrates but agent health monitoring and alert rules require re-enrollment in the destination RMM.

Local users can be imported and exported via CSV. We map username, role, permissions group, and Two-Factor Authentication status. Passwords are not exported for security reasons and must be reset post-migration.

The CRM module covers Customers, Leads, and their associated activities. We map lead status, contact details, and lifecycle stages. Custom CRM fields are preserved via dynamic field mapping.

Knowledge base articles and their categories can be exported. Article-to-ticket linking is not preserved automatically; we document these associations for manual re-linking in the destination.

Bluetrait's passwords module stores credentials for managed systems. For security reasons, passwords are not migratable via API or CSV export. We document which password entries exist so the customer can re-enter credentials in the destination password manager.