Migrate your HaystackCRM data

Contacts are HaystackCRM's primary record type. The platform supports standard fields (name, phone, email, address) plus custom tag assignment. We import via spreadsheet template mapping fields 1:1; all standard contact properties transfer cleanly.

Companies function as parent account records that can be associated with multiple Contacts and Opportunities. We import Companies before Contacts to preserve the linkage relationship during migration.

Opportunities carry a dollar value, a multi-stage pipeline stage, a status, and a temperature priority. We map these four properties explicitly and validate stage names against the destination CRM's available pipeline stages.

Tasks can be assigned to a Contact or an Opportunity and carry a due date. We export Tasks with their parent linkage preserved; destination CRMs may require manual re-association if the relationship is not stored as a foreign key.

Events are calendar-bound records that sync with device calendars. We export Events as discrete date-bound records; calendar sync links cannot be reconstructed in a new CRM and must be rebuilt manually post-migration.

Quotes generated from hot Opportunities can be emailed, texted, or shared via integrated apps. We export Quote line items and PDF links; the integrated sharing links are destination-specific and must be regenerated.

The Item/Catalog management feature tracks products or services for quoting. We export the full item catalog with pricing; the catalog structure maps directly to most CRM product tables.

Tags are the sole segmentation mechanism in HaystackCRM. Tag export is supported via Excel export and maps to Labels or Tags in most destination CRMs. Some destination CRMs treat tags as a multi-value field that may require splitting during import.

HaystackCRM Teams allow role-based grouping and region-based contact segmentation. We export team membership and roles; destination CRMs use different team and role models that require manual reassignment or role mapping.

File attachments stored in HaystackCRM can be exported via Dropbox, iCloud, or OneDrive integration links. We export the attachment references and encourage customers to verify cloud storage connectivity before migration.

Users are assigned as owners of Contacts, Companies, Opportunities, and Tasks. We export the user roster; destination CRMs require each user to have an account created before reassigning record ownership.

Dashboard metrics are computed dynamically from live data and do not exist as persistent records. We do not migrate dashboard snapshots. Metrics should be rebuilt in the destination CRM once data is loaded.