Migrate your Metis CRM data

Client records are the primary parent object in Metis. Each client can be exported independently from the Clients zone with no edition gating. We extract all standard client fields including contact info and company associations from the flat export.

Opportunities are exported from the Opportunities zone as both a list view and a report with time-period filtering. Stage, value, and pipeline associations are preserved in the export. We map opportunity-stage values directly to destination pipeline stages.

Jobs represent active project records and export from the Jobs zone with status, client association, and dates. Job costing fields are included in the full export. We sequence Jobs migration after Clients to maintain foreign-key integrity.

People records are the contact objects in Metis and export from the dedicated People zone as both list and report views. We extract all person-level fields including role, contact details, and related client associations.

Timesheets export from the Manage section as a structured grid. Time entry granularity depends on how the team logged time — billable vs non-billable flags may vary. We map time entries to the destination system's equivalent time-tracking object and flag any entries without a linked Job as orphan records.

People Expenses export from the Manage zone with receipt image files stored separately. The CSV export does not embed images. We handle receipt images as a parallel file transfer and map expense categories to destination taxonomy.

Central Expenses are agency-level overhead costs exported from the Manage zone separately from People Expenses. Receipt images are also stored as separate files. We preserve the expense category and amount fields in the primary migration and flag image associations for manual reattachment.

This is a Xero-specific export format variant that reformats People Expenses into Xero-compatible schema. It is a destination-side format, not a source object. We do not treat Xero-friendly exports as migration source data — we migrate the standard People Expenses export instead.

Resourcing reports are a Metis-specific reporting view combining People availability with Job assignments. The export is a filtered view, not a transactional object. We extract the underlying data from Jobs and People rather than the report itself, then replicate the resourcing perspective in the destination system.