A migration transfers all your data with all connections and history, while an import transfers basic information about companies, people, and coworkers.
❔ How does it work?
Migration
A migration is done before you start working in Lime Go and provides a comprehensive transfer of all data, including history, reminders, documents, and meetings.
A migration cannot be done at a later stage – at that point, a supplementary import is the only option.
Import
An import transfers basic information about companies, people, and coworkers with simpler connections between them, but without previous history and notes.
Which data points are included?
Migration
- Companies – all information plus connections to history, notes, people, deals, documents, meetings, reminders, and coworkers.
- People – all information plus connections to companies, history, reminders, and meetings.
- Deals – all information (excluding products and pipeline names) plus connections to companies, people, history, documents, meetings, and reminders.
- Meetings, reminders, and history – linked to companies, people, deals, and coworkers.
- Coworkers – all information (except goals, avatar, and access) plus connections to companies, deals, history, and activities.
Import
- Companies – company name and basic information, linked to people and coworkers, plus custom fields.
- People – all basic information, linked to companies.
- Coworkers – basic information (except access, goals, and avatar), linked to companies.