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Migrating records with the correct dates and times

Last Updated: 05/24/23

Applies to:

Users who are migrating data from a source CRM to a new target CRM with the help of the Migration Wizard, trying to bring over the correct values for date and time fields.

Common Causes / Issues:

Trying to set up the correct date and time field values for the records within the migration.

Tactical Rundown:

For some objects, system fields such as “create date/created at”, “created by”, and “update date” are filled in automatically upon record creation for most CRMs. 

For the “create date” and “update date” system fields, the CRM usually enters the date/time of the migration (the moment a record is created via API). For the “created by” field, the CRM will automatically set the field to the user under which the migration was performed - since technically, this user is the record creator via API.

In order to preserve these field values and ensure accurate CRM history, we suggest you create the necessary custom fields for your target CRM through the Wizard functionality. For example, here, for the field "Create Date". Click on the "Select field" on the right side:

In the new window, click on "Add Custom Field":

In the new window, you can select the type of field (for example: "date picker"), and name of the field (Label). And then click Apply:

Click on the name of the field you just created. And then - Apply:

You will see that this field is now mapped. Click on the green button Save.

If your target CRM doesn't support this functionality, please create the necessary custom fields in the target CRM directly. Once created, you can refresh the mapping page (Refresh fields):

And then navigate back to the fields in question, and map them to your new custom fields. 

That's it! 


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