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Migrate

Bring your history with you.

Every importer previews before it writes and can be rolled back as a whole. Companies match by domain, contacts by email, people by email, and every record remembers where it came from so a re-run is safe.

Using something else? The CSV importer accepts any spreadsheet with downloadable templates for companies, contacts, deals, clients, projects, tasks, people, time entries, invoices and rate cards.

A day, not a quarter.

Setup wizard in the morning, imports with a dry run after lunch, the team on the timer tomorrow.