Importing & Migrating Data
Getting your existing book into Omega. Vendor-specific migration paths, what carries over, and how to run a clean CSV import without creating duplicates.
CSV and Excel import
Migration from another CRM
- What data can and can't be migrated?
- How do I migrate from Redtail to Omega?
- How do I migrate from Salesforce, or from another CRM or spreadsheet?
- Is migration included, and how long does it take?
- What should I do to prepare my data before migrating?
- How do I migrate from Wealthbox to Omega?
- Can I run Omega in parallel with my old CRM during migration?