Can I select what records to migrate in the sample?

Yes! You can pick which records to include in the sample migration if your CRM is a popular source (like Salesforce, HubSpot, Pipedrive etc).

Here’s how:

1. Go to the Matching step.

2. Click the Select Records for Sample Migration button.

3. A pop-up will appear. Paste the link to the record you want to include.

4. Our tool will find that record in your CRM and add it to the sample list.