The Select Migration Data section lets you choose which data types should be migrated.
You can select one or multiple items depending on your need.
Lists
Select Lists if you want to migrate segmented lists.
Lists are used to group contacts by audience or purpose.
Example:
Newsletter Subscribers
Customers
Leads
Course StudentsTags
Select Tags if you want to migrate contact tags.
Tags help you label contacts based on behavior, source, interest, or status.
Example:
VIP
New Lead
Product Interested
Webinar SignupContacts
Select Contacts if you want to migrate contact records and fields.
Contacts may include information such as:
- Name
- Status
- Type
- Lists
- Tags
- Custom fields, if available
Templates
Select Templates if you want to migrate email templates.
Templates can include saved email layouts, headers, body templates, or footers depending on the source data.
Campaigns
Select Campaigns if you want to migrate campaign records.
Campaign migration can help you keep previous campaign data or reuse existing campaign structures inside NextCRM.
Automations
Select Automations if you want to migrate automation workflows.
After migration, review each automation carefully before activating or using it.
Automation rules may depend on lists, tags, campaigns, forms, or triggers.
Forms
Select Forms if you want to migrate forms.
After migration, check the form fields, assigned lists, tags, status, display rules, and embed settings.