Migrate your CINC data

Leads are the primary object in CINC Pro and the most reliably exportable record type via the dashboard CSV export and REST API. We extract all standard lead fields including source, status, assigned agent, and behavioral data used by AutoTrack. Custom lead properties are supported via mapping.

Contacts are stored alongside Leads in CINC Pro. We map contact records including name, phone, email, and address fields. Owner assignments and lifecycle stage are preserved as properties on the Contact record.

Company or Account records are available in CINC Pro and can be exported via CSV or API. We preserve company metadata and associations with related Contacts and Leads.

Deals and Pipeline Stages are supported but the pipeline schema varies by team configuration. We map the deal record fields and pipeline stage names, flagging any non-standard stage definitions for manual review before import into the destination CRM.

AutoTrack logs behavioral events (website visits, email opens, calls) as activity records. These are timestamped and attributed to a Lead or Contact. We export them as activity history but note that Cephai AI-generated summaries within activities are proprietary to CINC and do not export.

Custom fields on Leads, Contacts, and Companies are exportable via CSV and API. We map custom property names and values but flag any fields that exceed 255 characters or contain nested objects, which may require transformation during load.

In CINC Systems (HOA variant), Units represent properties within an association. We export unit records including address, type, and association with an Owner record. The Unit-to-Owner relationship is preserved as a foreign key mapping.

Owner records in CINC Systems hold the contact and account information for unit owners. We export owner name, contact details, billing address, and owner type. Multi-owner scenarios are flagged because the system historically supports only one owner per unit record.

Violation records in CINC Systems capture compliance issues tied to a specific Unit. We export violation type, date, status, fine amount, and resolution notes. Open violations are flagged for priority migration sequencing.

Work Order records include description, priority, assigned vendor or staff, status, and associated Unit. We export the full work order lifecycle including any linked invoices or attachments referenced in the system.

Architectural Request records are tied to Units and include request type, documents, approval status, and board notes. Document attachments are exported separately and re-linked by filename during the load phase. Approval history is preserved as a status log field.

CINC Systems Accounting modules hold Accounts Receivable and Payable records. These export as line-item transactions with account codes, amounts, dates, and vendor or owner references. We map GL account codes and flag any journal-entry corrections that cannot be posted after the fact in the source system.

Reserve Amenity records track facility reservations for HOA residents. We export booking date, time slot, amenity type, resident name, and status. Active future bookings are flagged for re-confirmation post-migration since calendar sync does not carry over.

Document Imaging and attachments are stored in CINC Systems and referenced by record. We export document metadata and file URLs where accessible, and re-link files by filename during load. Documents not accessible via API require a file-system export handled during the discovery phase.