Migration phases
- 1. Schema mapping — leads, deals, stages, owners, custom fields
- 2. Dry run — import sample in a test workspace or sandbox
- 3. Historical activity — emails, calls, notes where supported
- 4. Validation — counts, owners, pipeline totals
CSV path
- Leads — /dashboard/leads/import
- Listings (real estate) — /dashboard/listings/import
- Map columns to Flowforce fields before full import
Acceptance checklist
- Record counts match source system within agreed tolerance
- Owner mapping correct for active deals
- Recent activities visible on lead timelines
- Pipeline totals match by stage
Common issues
- Duplicate leads — use merge rules; see /docs/pipeline/duplicate-lead-merge/
- Wrong stages — remap in import or bulk-update after cutover
- Missing emails — reconnect mailboxes post-migration for new sync only