Migrate your Clientify data

Contacts are Clientify's core record type, storing name, email, phone, company association, and lifecycle stage. We export all standard contact fields and custom properties as a 1:1 mapping to the destination CRM's contact schema.

Clientify calls these Companies or Accounts interchangeably. Each contact record can link to a parent company, and we preserve company-level fields including industry, size, and address data during migration.

Deals store deal name, value, stage, owner, and expected close date. We migrate deal records along with their associated contact and company links, preserving the pipeline structure and stage order.

Clientify supports multiple pipelines with custom stage names and ordering. We read the pipeline configuration from the export and replicate the stage sequence in the destination CRM, though stage-level automation rules must be rebuilt manually.

Activities include logged calls, emails, and meeting notes tied to contact or deal records. Some timestamp formats and activity type labels require normalization during migration to match the destination schema.

Clientify allows custom fields on contacts, companies, and deals. We map these directly, but any field-type restrictions (picklist values, required flags, conditional logic) require manual review post-migration to ensure data integrity.

Campaigns and their associated metrics (open rates, click rates, sent counts) exist in Clientify's marketing module. We export campaign records and performance data, but campaign logic tied to Clientify's automation builder must be reconstructed in the destination platform.

WhatsApp message history is attached to contact records in Clientify. We extract the conversation thread data where exportable, but metadata like delivery receipts, read receipts, and media attachments depend on Clientify's API export capabilities at migration time.

Leads are a distinct object in Clientify, separate from Contacts. We preserve lead records with their source, status, and score fields, and map them to the destination CRM's lead or contact object based on the destination schema.

Clientify's automation builder stores trigger-action sequences internally. These do not export in a portable format and must be documented and manually rebuilt in the destination CRM. We provide a workflow audit worksheet to help teams capture their existing logic before migration.

Email templates with dynamic field placeholders exist in Clientify's marketing module. We export the template body text and structure, but dynamic merge field names may require remapping to the destination platform's syntax.

Document attachments linked to contacts, deals, or companies are migratable where Clientify's export includes attachment URLs. Large files or attachments stored outside Clientify's native file system require separate handling and are flagged during scoping.

User records including name, email, and role assignment are exported. Active versus inactive status is preserved, but role-based permissions and team structures require manual configuration in the destination CRM.

Clientify allows tagging contacts and building segments for targeted campaigns. Tags migrate as-is, but segment definitions tied to dynamic filters must be reviewed and rebuilt in the destination platform.

Quotes with electronic signature status and line items exist in Clientify. We export the quote data including line items, totals, and signature status, though the actual signed document files require separate export handling.