How can I migrate tags during the Base CRM data import?

Last Updated: 04/14/2023

Applies to:

Base CRM users, doing data migration.

Common Causes / Issues:

The necessity to migrate tags from Base CRM to another CRM.

Tactical Rundown:

When you decide to migrate Base tags, you can take advantage of Trujay Service Packages that include an opportunity for the custom migration. Our techs will use a personal approach for transferring the specific fields to the proper places.

Note: In case the future CRM doesn’t include the tag modules, the Base tags will be imported to other/custom fields (like explained here).



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