After selecting data and setting up mapping, click Save & Migrate to start the migration process.
Before You Click Save & Migrate
Before running migration, check these items:
- Correct migration source is selected
- Required data types are selected
- Lists are mapped correctly
- Tags are mapped correctly
- Advanced options are reviewed
- Website backup is ready
- Old data deletion option is checked carefully
Run Migration
To run migration:
- Go to NextCRM → Migration.
- Select the migration source.
- Choose the data types you want to migrate.
- Set up list and tag mapping if needed.
- Review advanced options.
- Click Save & Migrate.
NextCRM will start importing the selected data.
After Migration
After migration is complete, review the imported data.
Check important areas such as:
- Contact lists
- Tags
- Contacts
- Email templates
- Campaigns
- Automations
- Forms
For automations and campaigns, review settings before sending emails or activating workflows.