Migrate your Skyward CRM data

Standard contact record with name, email, phone, and address fields. Skyward CRM stores contact data in a structured format that maps cleanly to destination fields. We extract all standard contact properties and preserve email addresses for re-association in the destination CRM.

Lead records are managed within the sales force automation module alongside contacts. We extract lead records separately from contacts to preserve lifecycle stage data. Where the destination CRM uses a unified contact model, we merge Leads into Contacts and preserve Lead_Source as a custom property.

The company record acts as the parent entity for multiple contacts. We extract company records first in the migration sequence to establish foreign-key relationships before importing child contact records.

Deal records link to contacts and companies with associated stage, value, and owner fields. Pipeline stages in Skyward CRM use custom names that must be mapped to destination stage values during import. We flag any custom deal fields and multi-select picklists for explicit customer review.

Activity records track sales interactions tied to contacts and deals. We preserve the activity type, date, and notes. Activity timestamps must be normalized to UTC during import. Complex activity threads may require consolidation if split across multiple records.

Skyward CRM supports custom fields on core objects, but the custom field schema is not publicly documented via API. We discover custom fields during the scoping phase by querying the source schema. Each custom field requires explicit value mapping and data-type validation before import.

The partner management module allows shared leads and tasks with external partners. Partner records may use a different schema from standard contacts. We extract partner data into a separate staging table and map to the destination CRM's equivalent partner or account object.

Sales team members are assigned as record owners. We extract the full user roster and map owner assignments during import. Where the destination CRM uses a different user identity scheme, we create a mapping table to preserve attribution.

Reports in Skyward CRM are generated from live data and are not stored as independent record sets. We do not migrate reports because they are configuration artifacts rather than data. Customers rebuild reports in the destination CRM using migrated underlying data.

Product catalog entries can be linked to deals. We extract product records including pricing and description fields. Product-to-deal associations require junction-table handling during import to preserve multi-product deal line items.