Migrate your Zendesk Sell data

Leads are a first-class object in Sell with their own pipeline, sources, and unqualified-reason fields. We migrate Leads 1:1 including custom Lead Fields and preserve the lead_source as a property. Lead status and assignment to Users transfer cleanly.

Contacts export from Sell with standard fields (name, email, phone, address) and all custom Contact Fields. We handle duplicate-detection settings during import and map contact owner to the destination User object.

Deals are the core revenue object. We migrate Deal fields, loss reasons, deal sources, associated Line Items, and stage history. The Deal's pipeline and stage assignment are preserved as separate properties in the destination CRM.

Pipelines in Sell are custom workflow containers with Stages inside them. Not all CRMs support multi-pipeline views natively. We map Sell Pipelines to the destination's pipeline object or merge them into a single pipeline with Stage tags, depending on destination capability.

Stages are children of Pipelines in Sell. Their ordinal position and associated loss/win flags need explicit mapping. We preserve stage order and rename stages to match destination naming conventions.

Tasks with due dates, assignees, and completion status migrate cleanly. Notes attached to Tasks are handled as child records in sequence after the Task itself is created.

Notes are free-text records attached to Contacts, Deals, Leads, or Companies. We migrate Notes with their parent reference intact so conversation context links to the correct record in the destination.

Sell supports custom fields on Leads, Contacts, Deals, and other objects. Custom field IDs must be resolved to field keys for API reference. We map custom field values to equivalent destination custom fields and flag any unsupported field types for manual review.

Sequences are cadence-based email automation tools in Sell that manage enrollment state, step timing, and reply tracking. These do not map to standard CRM objects in most platforms and require reconfiguration in the destination email cadence tool rather than a data migration.

Line Items attach to Deals and represent products or services with quantity and price. Not all CRMs treat Line Items as a distinct object. We map them to the destination's equivalent and flag cases where products must be created as a separate catalog first.

Sell Users (sales reps, admins) export with email, role, and territory. We map Users to the destination's User or Owner object and flag any territory assignments that need reconfiguration.

Tags in Sell are labels applied to Contacts, Deals, and Leads for segmentation. We migrate Tags as-is and note that destination platforms may handle tag-based filtering differently.

Sell Documents attach to records but are stored as file references. We migrate document metadata and URL pointers where available, and flag large file migration as a separate step requiring file storage configuration.

Call logs, call recordings, and call outcomes export from Sell. Call recordings are audio files requiring separate file transfer. Outcomes and call duration data map to Activity or Engagement objects in the destination CRM.