We can help migrate clients and files to your portal. If you are interested in a data migration, please contact firstname.lastname@example.org. Migrations are generally completed in 1-3 days.
Client data migration
Please share a CSV with us with the following structure. If Invite is set to True we will invite the client for you. If not, you can do so yourself on the CRM page one-by-one.
Files data migration
Please share a Google Drive folder with us with the following structure. You can view an example Google Drive folder here.
- Root folders are named after the client user emails.
- Inside of each client user email folder, have the folders & files that you want to transfer to your portal.