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ProsperWorks Data Migration Tips & Tricks

ProsperWorks Data Migration Tips & Tricks

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Page 1: ProsperWorks Data Migration Tips & Tricks

ProsperWorks Data Migration Tips & Tricks

Page 2: ProsperWorks Data Migration Tips & Tricks

What’s to Know?This is your resource for understanding the components of a successful data migration into ProsperWorks, such as:

✦ The different methods available to perform a data migration

✦ How to prepare your database for the migration

✦ Specific tips for ProsperWorks that will help reduce errors during the migration process

Page 3: ProsperWorks Data Migration Tips & Tricks

How to Prepare1. Backup your data!

2. Create your custom fields and/or values and add them to your page layouts (Make sure if you create picklist values that they match the capitalization, spacing, etc. of your incoming data exactly if you wish them to be mapped automatically)

3. Setup your Deal stages so that your incoming data is assigned to the correct stage (Make sure these stages are named exactly the same as the incoming data if you wish them to be mapped automatically)

4. Create all of your users so that you can assign correct record ownership of the incoming data

Page 4: ProsperWorks Data Migration Tips & Tricks

How to Migrate ✦Spreadsheets: Upload data manually from CSV files. This method requires little to no technical expertise, but will result in some data loss. For example, ProsperWorks does not support import of activity or note data.

✦API: Migrate data directly between your source and destination tools. For this method, be ready for hands-on coding.

✦Import2: A fully automated service for a full data transfer. No spreadsheets, no coding.

Page 5: ProsperWorks Data Migration Tips & Tricks

1) Disable your ProsperWorks email notifications for record assignments, to ensure that no unwanted communication goes out during the import

2) Make sure your Opportunities are associated with a Contact in your source CRM to avoid validation errors during the import

Things to Note

Page 6: ProsperWorks Data Migration Tips & Tricks

Things to Note3) Check that each Contact has a unique email address.

ProsperWorks requires the email to be unique on Contact (People) records. If a duplicate is found, this will result in an error and the record will be skipped.

4) ProsperWorks does not support setting audit fields (such as created or updated dates) during migration. They also do not support setting the completed date for tasks. As a workaround, you may opt to create a custom field in order to retain this data from your source CRM.

Page 7: ProsperWorks Data Migration Tips & Tricks

Help with Resolving ErrorsEven if you spend time preparing for your import, you may still encounter data validation errors that you need to address in order to successfully

migrate all of your data.

Check out our FAQ site to find explanations and guidance to fix the most common ProsperWorks data

validation errors.

Page 8: ProsperWorks Data Migration Tips & Tricks

If you are intimidated by doing the migration yourself, or if you are currently struggling with the process, let us know! We will be happy to help

you complete a successful data migration.

Need Additional Help?