Understanding CRM Migration File Components and Fields

Account Name

The account's name.

Account CRM ID

The CRM ID tied to the account.

If you do not have a CRM ID, you will need to create unique CRM IDs for each account.

Account Name

OR

Account CRM ID

Connects the Contacts field to the listed account.

Accounts referenced in this Contacts .CSV file must already exist in Lead Gen & CRM or be in the Accounts .CSV file. If the account is not in either, this row will fail.

Contacts that do not have an associated account will not be created in Lead Gen & CRM via the Migration Tool. You will need to import those contacts using the Import Tool after the migration.

Contact CRM ID

The CRM ID tied to the contact.

If you do not have a CRM ID, you will need to create unique CRM IDs for each contact.

Email Address

The email address tied to the contact.

Ensure that there are no duplicate email addresses. Lead Gen & CRM will only allow one contact per email address.

First Name

The first name tied to the contact.

Last Name

The last name tied to the contact.

Is Unsubscribed

The variable to indicate if the contact is subscribed.

Ensure that the values are set to 0 or 1 where 0 is for contacts who are opted in, and 1 is for contacts who are not opted in.

Account Name

OR

Account CRM ID

Connects the Opportunity field to the listed account.

If the account in the Opportunities .CSV file is not already an account in Lead Gen & CRM or in the Accounts .CSV file, a new account will be created in Lead Gen & CRM.

If the account was not previously created in Lead Gen & CRM or is not part of the Accounts . CSV file, the opportunity will be associated with the account, but the primary contact will not be associated with the account.

If there is no account information for an opportunity, this opportunity will not be created in Lead Gen & CRM. 

Creating an account titled No Account Provided will catch these opportunities.

Amount

Determines the monetary amount the opportunity is worth.

Do not include currency symbols or commas in this number.

The amount needs to be a whole number, as cents are not recorded in the amount.

Close Date

Determines the date that the opportunity is closed.

Must be in the following format:

MM/DD/YYYY hh:mm AM/PM

Closed

Determines if an opportunity is closed.

This field is populated with either of the following:

• 0 (Opportunity open)
• 1 (Opportunity closed)

Opportunity
CRM ID

The CRM ID tied to the opportunity.

If you do not have a CRM ID, you will need to create unique CRM IDs for each opportunity.

Opportunity
Name

The opportunity's name. Opportunity names must be unique.

Owner Email
Address

The email address tied to the opportunity owner. 

The owner must exist as a user with this email address in Lead Gen & CRM before the migration. Otherwise, the tool will assign the default user to the opportunity.

Primary Contact
Email Address

OR

Primary Contact
CRM ID

The email address or CRM ID tied to the primary contact. 

Probability
to Close

Determines the chance the opportunity has to close.

This field needs to be a number. In this field, 90% would be denoted as 90.

Stage Name

Determines the deal stage in a given pipeline that the opportunity will be set to.

The Migration Tool will check to see if there is a deal stage in a pipeline currently in Lead Gen & CRM with the exact name.

If there is a deal stage with this name, the opportunity will be placed in this stage.

If the stage name does not exist in Lead Gen & CRM, a new stage will be created in the default sales pipeline, and the opportunity will be placed in that stage.

Creating deal stages and pipelines before using the Migration Tool ensures the opportunity data will be organized in your preferred manner.

Won

Determines if an opportunity is won.

This field is populated with either of the following:

• 0 (Opportunity still lost)
• 1 (Opportunity won)

Campaign Name

The campaign's name.

Campaign
CRM ID

The CRM ID tied to the campaign.

If you do not have a CRM ID, you will need to create unique CRM IDs for each campaign.

Campaign
CRM ID

The CRM ID tied to the standard Campaigns .CSV file.

Contact CRM ID

The CRM ID tied to the Contacts .CSV file.

Member First
Association Date

Determines the time and date when campaign members are first associated with the campaign.

Must be in the following format:

MM/DD/YYYY hh:mm AM/PM

Campaign
CRM ID

The CRM ID tied to the standard Campaigns .CSV file.

Opportunity
CRM ID

The CRM ID tied to the Opportunities .CSV file.

Account CRM ID

The CRM ID tied to the Accounts .CSV file.

Create Date

Determines the time and date when the note was created.

Must be in the following format:

MM/DD/YYYY hh:mm AM/PM

Note Description

Owner Email
Address

The email address tied to the account owner.

The account owner will need to be created as a user with this address before migration.

Create Date

Determines the time and date when the note was created.

Must be in the following format:

MM/DD/YYYY hh:mm AM/PM

Note Description

Determines what is recorded in the note.    

Opportunity
CRM ID

Owner Email
Address

The email address tied to the account owner.

The account owner will need to be created as a user with this address before migration.

Contact CRM ID

The CRM ID tied to the Contacts .CSV file.

Create Date

Determines the time and date when the note was created.

Must be in the following format:

MM/DD/YYYY hh:mm AM/PM

Note Description

Owner Email
Address

The email address tied to the account owner.

The account owner will need to be created as a user with this address before migration.