> ## Documentation Index
> Fetch the complete documentation index at: https://docs.linkiasoft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrating from another CRM

> Moving your data in from another CRM or helpdesk, with a free sample migration first.

Import2 is an automated migration service for moving from another CRM or helpdesk —
records and their history, without CSV wrangling.

## Import2 or a CSV import?

| Situation                          | Use                     |
| ---------------------------------- | ----------------------- |
| Leaving another CRM or helpdesk    | **Import2**             |
| A spreadsheet of contacts or leads | The built-in CSV import |
| A one-off list from an event       | The built-in CSV import |

The built-in import lives on the [Leads](/help/crm/leads-pipeline) and Customers pages, and
has a downloadable template so the columns line up. For anything with history and
relationships behind it, Import2 is far less painful.

## Connecting

**Import2** in the sidebar → **Connect Import2**. Enter your Import2 API key and, optionally,
an account ID.

## Start with the free sample

Import2 offers a **free sample migration** that completes in under 15 minutes. Do this
before the full run, every time.

<Warning>
  The sample is how you catch a field mapped to the wrong place while it costs you nothing. A
  full migration that lands with company names in the notes field is far more work to undo
  than to prevent.
</Warning>

Check the sample for: names and companies in the right fields, phone numbers with country
codes intact, owners mapped to the right people, and pipeline stages matching your stages
here.

## After the full migration

<Steps>
  <Step title="Check pipeline stages">
    Stage names from the old system may not match yours. Fix them, and confirm your win and
    lost stages are still flagged — reporting depends on it. See
    [Leads and pipeline](/help/crm/leads-pipeline).
  </Step>

  <Step title="Check ownership">
    Imported records need owners who exist here. Unowned customers do not benefit from
    sticky assignment.
  </Step>

  <Step title="Spot-check phone numbers">
    Numbers without country codes will not match incoming WhatsApp conversations to the
    right customer.
  </Step>
</Steps>

That third one is worth real attention: a mismatched number means an existing customer
arrives as a stranger, and the CRM history you just migrated does not surface where you
need it.