Migrate from Podio to Investor Fuse
  • 12 Dec 2022
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Migrate from Podio to Investor Fuse

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Article Summary

There a few steps to take and a few meetings to attend in order to get you moved over from  Version 1.0/Podio  but we will assist in this process to make it as easy as possible as well as support you with training and anything else you need after your data is moved over. Your needs and the amount of data you have in your current version will dictate the process as follows. 

Migration Process from InvestorFuse 1.0 - Podio to InvestorFuse 3

Medium Migration

  • Medium migration means we will export your Investor fuse Podio database and import them to Investor Fuse 3. As a result, the opportunities will be imported as new leads and will have to be manually updated individually. This migration type will not bring over the activities from Investor Fuse Podio. You will have to manually copy over any notes/activities from Investor Fuse Podio to IF3 if you want them moved over.
  • We recommend only bringing over valid leads that are really important and continue the follow up on Investor Fuse3.

Fresh Start

  • As the name suggests, we will not be migrating any opportunities from Investor Fuse Podio and will leave the workspace blank for a fresh start.

Investor Fuse Internal Process for Migrations 

  • After migrating the data, we will then move your Twilio or texting number from the previous version to your Investor Fuse3 team and set up your send-from email through an email with your own domain to enable the Text and Email functions of the system. If you don't have your own domain, we can provide you your own send-from email using our domain(housebuyer.club).
  •  We will  migrate your custom follow-up sequences from Podio.
  •  Lastly, we will only integrate the lead sources you provide on the lead sources section of the form so please enter everything that you want to be integrated into the system.
  • After we receive your form we will send you a link to set up a Migration meeting with the team, in this meeting we'll be able to gather any further information from you, set expectations and answer any questions you may have.

When you are ready, click the link below to fill out the Migration Form and we'll get this process started! 

Migration Form

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