PULSE Academy / Administration

Rollout 3: migrate data

Bring history and records across safely.

Advanced · 8 minutes · Article

You'll learn to

• Plan a migration with a trial import

• Slack: use Import from Slack with a Slack export. Map users and run the import in the background.
• Tasks: use Import tasks (CSV) in a project. Rows are checked before anything is created.
• Records (contacts, leads, tickets): use the public API, or Zapier, Make or n8n.

Run a trial import with a small slice first and agree a cut-over date.

Related

• Members, roles and invitations
• What each role sees
• Plans, seats and billing
• Data, retention and exports