How to migrate data to Pipeliner from other CRM?

The App for Pipeliner ads point and Click simplicity to migrating your business data into Pipeliner CRM. The simple easy-to-use online data import service helps you transfer business or personal data into Pipeliner CRM from other cloud hosted apps and CRM solutions, with just a few clicks.

Migration Check List:

  1. You must have a Pipeliner CRM account.
  2. You must have your the account login data from your the other CRM.
  3. You must have the latest version of Pipeliner CRM.

Migrate data to Pipeliner from Other CRM

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Import from Old CRM" icon and follow the simple steps.
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