How can I migrate tags during the Base CRM data import?

Last Updated: 04/14/2023

Applies to:

Base CRM users, doing data migration.

Common Causes / Issues:

The necessity to migrate tags from Base CRM to another CRM.

Tactical Rundown:

When you decide to migrate Base tags, you can take advantage of Trujay Service Packages that include an opportunity for the custom migration. Our techs will use a personal approach for transferring the specific fields to the proper places.

Note: In case the future CRM doesn’t include the tag modules, the Base tags will be imported to other/custom fields (like explained here).

 

 

Still need help?

Please submit an inquiry on the contact page, email support@trujay.com, or simply reach out to us via chat.