Migrate your ConvergeHub data

ConvergeHub treats Leads as a distinct top-level module separate from Contacts. We extract all Lead fields including status, source, and assignment, then map them to the destination's Lead or Contact object depending on the target platform's schema.

Accounts represent organizations or companies in ConvergeHub. We preserve the full field set including industry, size, address, and any custom properties. Account IDs are mapped to preserve all downstream Deal and Case associations.

Contacts are linked to Accounts and carry standard fields plus any custom fields. We extract contact roles, lifecycle stage, and phone/email data, preserving the Contact-to-Account linkage through external ID mapping.

Deals represent pipeline opportunities tied to Accounts or Contacts. We extract stage, value, probability, expected close date, and owner assignment. Pipeline stage mapping is configurable since stage names vary between CRM platforms.

Cases in ConvergeHub function as support tickets or service requests. We extract case status, priority, subject, description, and linked Contact/Account. Custom case fields and status values require explicit mapping against the destination's ticket schema.

Invoices are generated within ConvergeHub and carry line items, totals, tax, and payment status. We extract invoice data and line items; however, payment gateway history and partially paid invoices require careful handling to avoid duplicate billing entries in the destination.

Products hold the catalog of items used in Deals and Invoices. We extract product name, SKU, unit price, and description. Product associations to Deals are preserved through linked record mapping during import.

Activities cover calls, tasks, events, and logged communications. ConvergeHub links activities to Contacts, Leads, Deals, or Accounts. We extract the activity record, its type, timestamp, notes, and owner, then map the association to the destination's activity or engagement object.

ConvergeHub stores documents and files attached to records. We extract file metadata, blob storage references, and associations. File attachments are downloaded and re-uploaded to the destination's document management system, preserving links to parent records.

Custom fields can be created on most modules including Accounts, Cases, Contacts, Deals, Events, Invoices, Leads, Partner, Products, Quotations, Targets, Tasks, and Users. We inventory every custom field, identify its data type, and generate mapping rules for each destination platform.

Automation rules defined in ConvergeHub's Tools section (triggers, criteria, and action sequences) are not exported via any documented API. We document the active automation logic from screenshots and configuration exports so it can be rebuilt in the destination platform.

User records including name, email, role, and ACL assignment are exported. We map ConvergeHub role names to the destination's permission model. Owner assignment on Deals and Cases is updated to point to the correct destination user ID.

Targets are a ConvergeHub-specific module for tracking sales goals or quotas. We extract target records and map them to the destination's goal, quota, or custom object depending on availability.

Quotations carry product line items, pricing, and terms linked to Deals. We extract quotation records and their line items, mapping product references to the destination's product catalog.