Thank you for your interest in migrating data to Less Annoying CRM using import2! The first section of this article will cover a few FAQs/important details regarding import2 migrations. The rest of the article will outline all of "whys" and "hows" you need to know before migrating.

Please read this document carefully—each migration is different, and your data and needs will ultimately determine whether this option is right for you.

FAQs and key details

• The import2 platform offers robust migrations of data from other CRM platforms to LACRM, including objects and data types not supported by LACRM's simpler spreadsheet importer (e.g. notes, events, logged emails, leads/pipelines, etc.). Ensure the CRM from which you are migrating is supported by import2.
• import2 migrations are free to LACRM customers who make a one-year prepayment toward their LACRM account.‍
• To be eligible for a free migration, you must initiate your migration via LACRM's special migration link. If you are trying to begin a migration now, click here to start a migration through our platform. If you are unsure how to begin, please contact LACRM support.
• During the migration process, you will use import2's tools and platform to map data from your previous CRM into LACRM. Once you have begun the migration process, import2's support team will be your contact for customer service with the process.

The full details

Why use import2?

Less Annoying CRM offers a built-in import tool that allows customers to create new contacts and companies from a spreadsheet. This kind of import can create records and populate those records' fields (e.g. name, phone number, email address, and others, including custom fields). If that is all you need, then an import2 migration is likely overkill, and you should proceed with a standard import!

However, our native importer does not support migrating other kinds of historical data from an existing CRM database—this includes data like historical notes/emails, existing pipeline information, tasks, and so forth.

The import2 platform is specifically designed to migrate this kind of additional data from your old database to LACRM. Their tool facilitates a quicker, more automated, and more thorough migration option than via spreadsheet, avoiding manual data entry as much as possible.

Limitations

import2 can migrate data from many different tools to LACRM, but not every system is supported. You should check import2’s list of supported apps on their site to see if it’s currently possible to migrate data from your existing CRM system to LACRM. If your CRM is not on the list, using import2 to migrate your data to LACRM will not be an option.

If your system is compatible, import2's platform does its best to migrate your data as fully and completely as possible, but sometimes not all data can be migrated from your old CRM to LACRM. These limitations include but may not be limited to:

• Some object types or data structures in your old CRM may simply not exist in LACRM, or vice versa. If you have kinds of data in your old CRM that don’t exist at all in LACRM, that information may either not be transferrable or it may display as a different kind of object in the LACRM system.
• File attachments (documents, images, etc.) cannot be migrated to LACRM with import2’s service, as the LACRM API does not currently support uploading files to contacts/companies or fields. Transferring file attachments can only be done manually.

Finally, the pricing arrangement detailed below covers standard use of import2's migration platform—this means that you'll be able to use any features that are a part of their normal migration tools. If your migration requires custom development or specialized assistance, import2 may be able to offer you these more advanced services, but likely at a meaningfully increased cost. Please contact import2 directly if you have custom migration requirements.

Pricing

Less Annoying CRM will cover the cost of the import2 migration provided that you make a one-year prepayment toward your LACRM account. The total amount will be determined by the number of users on your LACRM account at the time of your final, full migration, priced at our standard $15 USD/user/month (i.e. $180 USD per user for a full year). You will not be charged until you are ready to finalize your full migration of data to LACRM, after you've run and reviewed one or more sample migrations of data (see below for full details on the process).

Note that prepayments are applied as a credit to your LACRM account, and ultimately may last longer or shorter than one year if you add or remove users over time. After your prepayment credit has been exhausted, your account returns to our standard billing processes, offering either month-to-month or annual payment cadences.

How the process works

Before you can proceed with an import2 migration, you will need to have created a LACRM trial account. If you have not yet done so, you can sign up for an account here.

We strongly suggest that you fully evaluate whether LACRM will be suitable for your needs before investing the time and money to migrate your data to LACRM with import2. The Instruction Guide is a great way to learn the basics, and LACRM’s support team can answer questions about our platform and its capabilities.

Once you are ready to proceed with the migration, the process is as follows:

1. Prepare your LACRM account
   ‍Begin by customizing your LACRM account to align with the data in your origin CRM. This may require creating custom fields, making groups corresponding with any groups/tags in your source CRM, and building out customized pipeline(s). You will likely need to create user logins for any users whose assigned data and history you wish to migrate across from your previous system. This preparation makes mapping data across from your previous CRM system much easier with import2. If you need pointers, please look through our help documentation or contact our team with any questions. Our support team may ask that you book a call with us so that we can help you with LACRM account setup. (Note that you should not subscribe to LACRM at this time—payment will be collected at a later stage of the migration process!)
2. Initiate your migration using LACRM's special migration link
   Once you are ready to begin your migration, you will need to use a special link to initiate the migration, or you will not receive the advantageous pricing detailed above. If you go directly to import2's site and begin a migration from their platform, that migration will be subject to their normal pricing. (If you are ready to begin a migration now, you may follow this link to begin that process through LACRM.)
3. Use import2's platform and support to perform a sample migration
   At this stage, you will need to connect import2's platform to your previous CRM, or upload your previous CRM's exported data (the exact process varies system to system). You'll use import2's platform to map the data your old CRM data to your new LACRM account. If you need help during this part of the process, contact import2 for assistance (LACRM's team cannot see or provide support for the import2 platform or migration process). The import2 platform will migrate a random sample of records from your old CRM into your LACRM account. (You may need to perform several sample migrations to make adjustments/corrections.)
4. Double-check that you are 100% ready for a full migration
   The sample migration is your chance to ensure that your data will transfer properly before you finalize the migration and make a nonrefundable payment to LACRM. Do not rush this part of the process. If you migrate messy, inaccurate, or incomplete data into LACRM, it may be impossible to correct these problems later!
5. Request full migration and submit prepayment
   If you are ready to proceed to a full migration, click the "Request full migration" button in import2. Provided your import was initiated via LACRM's migration link, you will be redirected to LACRM to confirm a few details. Next, our team will reach out with details about how to submit your prepayment. Once payment is collected, LACRM will notify the import2 system that you are paid and the full migration may now proceed (you will receive an email from LACRM so you know this has happened).
6. Run full migration via import2
   Once you have received confirmation from LACRM, you can return to import2 and click "Start full migration" to begin the full transfer of your data. Again, while working with import2's platform, if you run into trouble or need help, contact import2's team for assistance and they will help you out!

‍Please note: If you are prompted to pay via import2, you likely did not initiate your migration via LACRM's unique link, and you may need to revert your sample and start a new migration with LACRM's migration link. In rare cases (e.g. a highly customized migration), import2 may determine that your unique situation is ineligible for a sample migration.

Questions?

Please feel free to reach out to us if you have questions about import2 migration. Our team can answer any questions about LACRM’s capabilities, setting up and customizing your LACRM account, and pricing for this option.

Note that if you have questions about the nitty-gritty of mapping your data from your old CRM to LACRM using import2’s platform, you'll likely need to work directly with import2 to get answers to those questions, as it is their platform which you will actually use to map the data across and send your information into LACRM!