Migrate your Gold-Vision data

Accounts are the top-level organisational records in Gold-Vision. They carry a rich set of standard fields (address, industry, owner) plus unlimited custom fields. We map them directly to the destination Account/Company object with full field fidelity.

Contacts link to Accounts and carry email, phone, communication history, and custom fields. Gold-Vision supports unlimited contacts across all tiers with no per-record cap. We preserve the Account-Contact linkage and the full correspondence log.

Leads are a distinct record type in Gold-Vision with their own pipeline and status fields. Where the destination CRM does not have a separate Lead object, we merge Leads into Contacts and carry Lead_Status and Lead_Source as custom contact properties.

Opportunities sit inside a sales Pipeline with configurable Stages. We export the stage sequence, probability weights, close dates, and monetary values. Custom opportunity fields are mapped one-to-one unless the destination requires a value transform.

Gold-Vision allows multiple named pipelines. The stage sequence and naming conventions vary by organisation. We capture the full pipeline structure and remap stages to the destination pipeline template, flagging any probability gaps.

Campaigns in Gold-Vision include multi-stage status tracking and in-built ROI reporting. We export campaign records and member associations. Note that Gold-Vision campaign member tracking is not the same object model as marketing list membership in all CRMs.

Quotes carry line items, branding templates, and optional e-sign links. We export the quote header, line items, and status. E-sign metadata is preserved as a URL reference; the actual signed document is treated as an attachment.

Gold-Vision Projects are standalone records with time entries and task hierarchies. Not all destination CRMs model Projects the same way. We export the project record, its assigned contacts/accounts, and linked time entries as a grouped set.

Service desk tickets in Gold-Vision support custom fields, conversation threads, and agent assignment. We export the full ticket record including open/closed status, priority, and conversation history.

Gold-Vision supports unlimited additional fields on all major objects via its API. We extract the full custom field schema per object and map values to the destination's corresponding custom property, handling type differences (text, picklist, date, number).

Documents and file attachments can be stored against Accounts, Contacts, Opportunities, Projects, and Tickets. We export attachments as binary blobs and re-associate them to the correct record in the destination system. Storage limits vary by Gold-Vision tier.

Gold-Vision uses tags and categories as organisational labels across objects. We preserve the full tag/category taxonomy and re-apply labels to the migrated records in the destination CRM.

Emails, calls, and appointments synced from M365/Outlook are logged as Communications against the relevant contact or account. We export the full communication log with timestamps, direction, and body content.

User records in Gold-Vision carry role, team, and contact details. Owner assignment on records references the user ID. We map Gold-Vision user accounts to named users in the destination, flagging any orphaned owner assignments for manual resolution.