Migrate your QuickDesk data

Contacts are the primary object in QuickDesk's CRM. We export all standard contact fields—name, email, phone, company—and any custom properties attached to the contact record via the API. Schema is stable and maps cleanly to standard CRM Contact objects.

Leads are tracked as a distinct object with personalized lead forms. We preserve lead source, creation date, and status fields. Where the destination CRM does not have a separate Lead object, we merge Leads into Contacts and preserve the original Lead_Status as a custom contact property.

QuickDesk associates contacts with company names but may not have a formal Account object with billing or company-level fields. We extract the company field from contacts and create Account records in the destination where needed, flagging any missing company-level data.

QuickDesk's Customer Pipeline is a core object with configurable pipeline stages. We extract all stages, the rules governing stage progression, and the records assigned to each stage. Stage names and order are preserved in the destination.

Each Pipeline has defined stages such as prospecting, qualification, proposal, negotiation, and close. We map these 1:1 and flag any custom stage names that may need renaming to match destination conventions.

QuickDesk supports custom fields on Leads and Contacts, including personalized lead form fields. We extract all custom field definitions and values, then apply field-level mapping to match the destination's schema. Custom field types (text, dropdown, number) are preserved as closely as possible.

QuickDesk tracks sales activities including calls logged, tasks set, and goals tracked. These map to Activities or Engagements in most CRMs. Call logs with duration and outcome are preserved; automated activity sequences may require manual rebuilding in the destination.

QuickDesk's Calendar and Task features integrate with sales goals and activity tracking. We export task records with due dates and assignee information. Recurring tasks and calendar-based scheduling may not transfer as structured objects and are flagged for review.

Forecasting is a QuickDesk feature tied to pipeline stage values and historical win rates. These derived analytics do not export as discrete records and cannot be migrated. Sales reps should rebuild forecasting models in the destination CRM.

QuickDesk automates outreach sequences and engagement triggers. Automation logic is proprietary and not exposed via API. We document which automations exist so the customer can manually recreate them in the destination platform post-migration.