Migrate your Claritysoft data

Claritysoft Contacts map 1:1 to standard CRM contacts. All standard fields (name, email, phone, address, company association) are exposed via the REST API. We migrate Contact records with their associated Activities and Notes intact.

Accounts (called Companies in some CRMs) store organizational records with linked Contacts, Opportunities, and Documents. We preserve account-to-contact relationships during migration and map ownership assignments to the target system.

Leads are distinct from Contacts in Claritysoft and include lifecycle stages (New, Contacted, Qualified). We migrate Leads as-is and flag where the destination CRM uses a different lifecycle model that requires stage mapping.

Opportunities represent deals with fields for amount, stage, probability, and expected close date. We preserve the Pipeline Stage assignments and deal history timeline during migration.

Activities include Tasks, Calls, and Meetings with timestamps, owners, and linked records. We migrate Activities as standalone objects with their association links intact, though destination systems vary in how they surface activity history.

Tasks store reminders, due dates, completion status, and owner assignments. We map task ownership to the target system's user model and preserve the linked-to record association.

Documents can be attached to multiple record types. We extract files and re-associate them in the destination, but we flag this as mapping work because attachment storage conventions differ between platforms.

Custom Fields are available across plans but Advanced Custom Fields with calculated logic require the Accelerator or Enterprise tier. We map custom field schemas field-by-field and flag any calculated fields that may lose logic in a non-Claritysoft destination.

Custom Modules are available on Accelerator and Enterprise tiers only. We migrate the module structure and data but warn that the Professional tier may not expose Custom Modules via API, requiring a different extraction approach.

Workflows automate triggers and actions based on conditions. We export workflow definitions but note that workflow logic (especially date-based triggers available on Enterprise) often requires manual reconfiguration in the destination platform.

Pipeline Stages define the sales process steps. We preserve stage names, order, and probabilities. Where the destination has a different default pipeline structure, we map stages to the closest equivalent.

Project Management is included on Accelerator and above. Projects contain Tasks, Milestones, and Assignees. We migrate project structure and tasks but note that project-specific metadata may require field-level mapping in non-PM platforms.

Helpdesk Management is available on Accelerator and above. Tickets have status, priority, assignees, and conversation threads. We migrate ticket data and conversations, flagging any custom ticket fields that require mapping.

Users own records and drive access permissions. API keys inherit the generating user's permissions. We map user identities between Claritysoft and the destination, flagging cases where role-based access structures differ significantly.