Data Migration Services

Last Updated: Feb 27, 2017 01:04PM CST
In order for us to correctly understand the scope for your data migration we ask that you self evaluate your data to determine the project level.  The de-duplication of data is included in MEDIUM and LARGE projects only.  If you require your data to be checked against data that already exists in the system or in your import file, a MEDIUM or LARGE project is required.  The timeline for a data project depends on the availability of one of our Business Analysts and the level of effort for the project.  This project will include a kick off meeting to receive the data and do preliminary analysis, a data map meeting for you to sign off on the data map that will be used in the load, and finally a data validation meeting for you to sign off on the completion of the project.


SMALL
My data includes:
  • 1-50,000 rows
  • 1 csv file
  • Companies (Accounts) and Contacts data

My data does NOT include:
  • Properties, Spaces/Units, Listings, Deals, Comps, Leases, Projects, Campaigns, Leads, Opportunities, Notes, Activities (Tasks/Events), Custom Objects 

Plans for success:
  • If you have multiple files from multiple users, consolidate them into one file so it can be loaded as a small project
  • Identify different Owners of records by adding a column to the spreadsheet to identify the user that will be the Owner of the record

MEDIUM
My data includes:
  • 1-10,000 rows
  • 1 csv file
  • Companies (Accounts), Contacts, Notes, Listings, Properties, Spaces/Units, Deals, Comps

My data does not include:
  • Leases, Projects, Campaigns, Leads, Opportunities, Activities (Tasks/Events), Custom Objects

Plans for success:
  • Identify the fields from your import file that you want to use to match duplicate records in the system
  • Understand the rules you want to enforce if a duplicate record is identified (ex: do nothing, update the record from the import file, etc.)

LARGE​
My data includes:
  • More than 10,000 rows
  • Multiple Files
  • Companies (Accounts), Contacts, Notes, Activities (Tasks/Events), Listings, Properties, Spaces/Units, Deals, Comps

My data does not include:
  • Leases, Projects, Campaigns, Leads, Opportunities, Custom Objects

Plans for success:
  • Be prepared to send all of the files to our data team to review for custom estimate

SELF SERVICE
We recommend using dataloader.io to migrate data into your system.  We have created sample videos that walk you through how to import sample data for the most common scenarios we see.

Importing Accounts/Contacts - Residential or Commercial
Importing Properties with Property Owner - Commercial
Importing Completed Tasks to Contacts - Residential or Commercial

If you feel that you fall in 1 of the 3 buckets described above please reach out to your Account Executive or send an email to support@rethinkcrm.com




 
support@thinktechlabs.com
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