Migration Services

Switch to Wizard Application Without the Hassle

We'll handle the heavy lifting. Our expert team migrates your data from any competitor,contacts, deals, projects, documents, and more,so you can hit the ground running.

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Migrate From Any Platform

We support migrations from all major business tools

Salesforce

CRM data, contacts, deals, accounts

HubSpot

Contacts, companies, deals, tickets

Monday.com

Boards, items, automations

Asana

Projects, tasks, timelines

ClickUp

Spaces, folders, tasks, docs

Zoho CRM

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Pipedrive

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Bullhorn

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Greenhouse

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Workable

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Zendesk

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Freshdesk

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Intercom

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Don't see your platform? Contact us, we can migrate from virtually any system.

What We Migrate

A complete transfer of your business data

Contacts & Companies

All your customer data, contact details, company records, and relationship history.

Deals & Pipelines

Sales pipelines, deal stages, values, and associated activities.

Projects & Tasks

Project structures, task lists, assignments, due dates, and dependencies.

Documents & Files

Attachments, documents, images, and file structures.

Email History

Email communications, templates, and campaign data where supported.

Activity History

Notes, call logs, meeting records, and interaction history.

How It Works

A smooth migration in four simple steps

1

Discovery

We analyse your current system and data structure to create a detailed migration plan.

2

Mapping

Our team maps your data fields to Wizard Application, ensuring nothing gets lost in translation.

3

Test Migration

We run a test migration for you to verify everything looks correct before the final transfer.

4

Go Live

Once approved, we complete the full migration and provide training and support.

Preview Before You Go Live

You'll receive a private staging link to review exactly how your data looks in Wizard Application before your scheduled go-live date. Take your time to verify everything is correct,no surprises.

Have a Technical Team? Do It Yourself

Prefer to stay in control? Use our built-in REST API to import your data on your own schedule. No migration service required.

Your Own API Key

Generate a scoped API key in your settings and start importing right away, secured with Bearer-token authentication.

Import Your Records

Create contacts, companies, leads, candidates, jobs, bookings, and content programmatically through simple JSON endpoints.

Built for Developers

Script the import to match your data model, run it in batches, and re-run it as often as you need until everything is right.

Predictable at Scale

Clear rate-limit headers and error responses keep large imports running smoothly. Available on Professional and Enterprise plans.

Read the API Documentation

Ready to Make the Switch?

Get a free migration assessment and see how easy it is to move to Wizard Application.

Request Free Assessment Start Free Trial
FAQ

Frequently Asked Questions

Most migrations are completed within 1-2 weeks. Larger migrations may take 3-4 weeks depending on data complexity.

No. We migrate your data while you continue using your current system. You switch to Wizard Application only when ready.

A record is any individual item: a contact, a task, a deal, a document, etc. We'll provide an estimate during discovery.

Yes. We map your custom fields to Wizard Application's flexible custom fields system, preserving your data structure.

We keep backups of all migration data and offer post-migration support to resolve any issues quickly.

Yes. All migration packages include onboarding sessions to help your team get comfortable with Wizard Application.