Migration
Moving from your current CRM
You're coming from DealCloud, Affinity, HubSpot, a spreadsheet, or some mix of all of them. The move takes four steps.
- 01
Export from the old system
Pull companies, contacts and open deals as CSV or Excel. We tell you up front which fields we need and which are optional.
- 02
Map the columns
In the import wizard you map each column to a DealLoft field. The common cases are pre-selected. Revenue is sorted into a size band, industries are mapped to WZ codes.
- 03
Review and commit
Before anything is written you see every row with flags for duplicates and missing required fields. You decide what gets imported.
- 04
Connect mail and calendar
Once Outlook or Google Workspace is connected, past correspondence backfills against each contact automatically. Old mandates and deal history we enter together with you.
The first import runs with us
During early access we do the first import together with you. Reach out through the contact block on the home page.
Frequently asked questions
How long does it take?
A few thousand companies and contacts are in within an afternoon. The work is in cleaning up the old data, not the import.
Can we keep working in parallel?
Yes. Import companies and contacts first, set up the mandates, and move the team over once everything is in place.
What about documents and attachments?
Documents are attached per mandate. Attachments from synced emails stay with the provider and open from there.