Two ways to move
- We move it for you, free. Tell us where you are coming from. We map your data, move it across and check it with you before you switch.
- Do it yourself. Use the built-in import tools on your own schedule, with this page as your guide.
Either way, keep your old tool running until you are happy, then switch.
What comes across
- Contacts and companies, with your custom fields
- Tags and segments
- Pipelines, stages and open deals
- Workflows, rebuilt on the visual canvas and tested
- Calendars and upcoming appointments
- Conversations and notes
- Tasks, forms, email and text templates
- Products, invoices, documents and templates
- Users and their permissions
Importing contacts yourself
- Export your contacts from your old CRM as a CSV file saved with UTF-8 encoding. Excel files need to be saved as CSV first.
- In Contacts, choose Import and upload the file.
- Map each column to a RevGrow field. Columns you leave unmapped are skipped.
- Choose how to handle duplicates: skip them, update the existing contact, or create a new one. Duplicates are matched by email address.
- To tag people as you import, include a column of comma-separated tag names.
- Check the preview, which shows how many contacts will be created, merged or skipped, then import.
Want us to do it?
Email hamid@revgrow.app with the tool you use today and roughly how many contacts and workflows you have. Migration is free, whichever path you choose.
Something missing or unclear? Email hamid@revgrow.app.