Migrate your UPilot data

Contact records are the primary data unit in UPilot. We migrate contacts with their standard fields (name, email, phone, company association) and preserve the 360-degree view context where task-related notes attach directly to the contact record.

Company/Account records maintain a one-to-many relationship with Contacts and are linked to Deals. We preserve these associations and map them to the destination's equivalent Account or Company object.

Deals support multiple Contacts per deal and separate role assignments. We migrate the deal itself along with its linked contacts and roles, preserving deal value, stage, and expected close date.

UPilot organizes Deals into colored pipeline views with customizable stages. We map the pipeline stage history and current state to the destination CRM's equivalent pipeline structure.

Task Management integrates with Pipeline view in UPilot, allowing inline editing and date movement. We migrate tasks with their related Contact and Deal associations and preserve task status and due dates.

UPilot includes forecast projection features tied to pipeline stages. We extract forecast data but destination systems often calculate forecasts differently; we map the underlying stage probabilities and deal values rather than forecast outputs directly.

UPilot consolidates support request management via email and live chat channels. We migrate ticket records and conversation threads, but conversation threading semantics vary across destination platforms.

UPilot supports customization including custom fields on standard objects. We perform field-level mapping for each custom field, noting field types and required flags that may differ between source and destination.

UPilot includes marketing tools alongside sales and support. We migrate marketing-specific records such as campaign associations and lead sources, though workflow-based marketing automation requires reconfiguration at the destination.

UPilot auto-generates reports and provides dashboard views. We extract report configurations and data snapshots, but report formatting and scheduled delivery settings typically require recreation at the destination.

Meeting scheduler integrations and scheduling rules are tightly coupled to UPilot's calendar connectors. We do not migrate active scheduling links or availability rules; we flag these for manual reconfiguration at the destination.

Document signing workflows and signature status tracking are external integrations in UPilot. These are not migratable as they rely on the platform's own signature engine and associated audit trails.