Migrate your Optimiser CRM data

Optimiser CRM exports Contacts with standard fields (name, email, phone, address) but field naming conventions vary by instance. We map source fields to destination Contacts, flagging any custom fields that need explicit mapping.

Company/Account records in Optimiser may have custom properties that differ from standard destination schemas. We match by company name or external ID where available to preserve associations with Contacts.

Deals carry stage, value, expected close date, and owner assignment. Pipeline stage names are configurable per Optimiser instance, so we apply a stage-mapping table during migration rather than assuming 1:1 names.

Lead records in Optimiser may include status, source, and score fields. Where the destination CRM treats Leads as a separate object, we merge or split based on destination schema at the customer's direction.

Calls, emails, meetings, and notes logged against Contacts or Deals export as activity records. We import these in chronological order and associate them to the correct parent record in the destination system.

Optimiser supports custom properties on Contacts, Companies, and Deals. Every custom field must be reviewed individually during migration scoping — we create destination equivalents and map values before import.

Optimiser includes project management modules alongside CRM. We migrate project records if requested, but most CRM-to-CRM migrations focus on Deals and Contacts and treat Projects as a secondary pass.

Document attachments are referenced by URL or stored in Optimiser's file store. We download attachments locally, re-upload to the destination CRM, and link them to the correct parent record.

User records carry name, email, and role. We map Optimiser users to destination users by email address to preserve owner assignment on Deals and Activities.

Tags applied to Contacts or Deals export as label values. We migrate tags as-is and create matching label sets in the destination CRM where the platform supports them.

Optimiser allows configurable pipeline stages per deal type. We extract the full stage list and map each to the corresponding destination stage, flagging any stages that have zero records and can be omitted.

Workflows and automation logic built in Optimiser (e.g., auto-assignment rules, follow-up triggers) do not export in a machine-readable format. We do not migrate automations; these must be rebuilt manually in the destination system.