Before Migrating Data

It is crucial that the data to import (the .CSV file) is in the proper format for the migration to be completed in a timely manner. Improperly formatted and incomplete .CSV files could lead to failed imports, conflicting data and additional efforts correcting data.

You might want to edit and use this template for structuring your data: FunnelBud's Cold Calling Campaign Import Template.

Note that this template was created for the specific purpose of importing cold calling opportunities, but you may find it useful nevertheless and edit / add to it to avoid starting from scratch.