Migrate your ContactWise CRM data

Contacts is the primary object in ContactWise CRM, storing customer records with purchase history and demographics. We perform a standard field-to-field mapping, preserving standard fields like name, email, phone, and company association. Custom contact properties are mapped explicitly during scoping.

Leads are managed as a distinct object from Contacts in ContactWise. We export Leads with their status and source attribution, then merge them into the destination CRM's Lead or Contact object depending on the target platform's data model.

Opportunities store deal records with associated values and stage information. We preserve the opportunity name, amount, stage, expected close date, and owner assignment. Pipeline stage mapping is handled explicitly since stage names vary between CRMs.

Workflow definitions are stored in ContactWise and control process automation and reminder triggers. These do not export as records but as configuration. We document workflow rules during discovery and recreate them in the destination platform where feasible, flagging any unsupported trigger types.

ContactWise supports client servicing desk tickets that track support interactions. These map to Tickets or Cases in standard CRMs, but the field schema differs. We perform a field-level mapping of ticket status, priority, assignee, and description, noting that custom ticket fields require explicit configuration.

Time tracking is available for billing and project work. We export time entries linked to Contacts, Tickets, or Projects, but the association structure does not map directly to standard CRM objects. We flatten time entry data into a structured import with source reference IDs preserved for reconciliation.

Documents and attachments are associated with Contacts, Opportunities, or Tickets. We export files to cloud storage and create link records in the destination system. Attachment migration requires careful sequencing to associate files with the correct parent object after import.

Company or Account records are supported and associated with Contacts. We map them directly to the destination CRM's Account or Company object with standard field correspondence. Owner assignments are preserved where the destination supports user assignment.

Pipeline stage definitions are configurable in ContactWise. We document the current stage names and order during discovery and create a stage mapping table. Stage-to-stage value mappings are applied during Opportunity import to ensure deals land in the correct pipeline position.