Data & Credit Card Migration
Details and Disclaimers
Please Review Carefully
By signing the migration disclaimer, the client confirms they have reviewed this document, understand the responsibilities and limitations described, and approve the data for production migration. After sign-off, Corksy will not make further adjustments to migrated data.
Corksy will work diligently with the client to export, clean, and map all data fields from the client's current CRM software into the Corksy platform. We will map all fields that we are able to import based on the structure of our platform. We do not guarantee 100% data transfer, as our platform is structured and operated in a way different than your current software provider. For this reason, we cannot upload all data with a 1:1 match.
Corksy will work with the client to ensure all fields are mapped in the correct data structure and will make as many revisions in a testing account as needed to comply with the client's requests. Corksy will dedicate resources to each client to ensure this is completed to the best of our ability and will be open and transparent about any data we are unable to migrate.
Corksy will outline to the client all changes to their data that are needed in order to upload successfully. Corksy and the client will discuss all of these changes via a 1:1 migration call with our migration team.
Have questions about the migration process?