How to Migrate to IF3
  • 21 Jan 2021
  • 2 Minutes to read
  • Contributors
  • Comments
  • Dark
    Light

How to Migrate to IF3

  • Comments
  • Dark
    Light

How to Migrate to IF3
This article will help you understand the process of migrating from IF 2.0 or 1.0 to IF3.
We will need you to fill out the migration form for us to get the necessary details in setting up your IF3 team. 


The first step of the migration is the transferring of your data. We have a few options for migrating your data over to IF3 depending on which platform you are on.

 

 

InvestorFuse 2.0 to IF3:

 

  1. Full Migration

    We will run a migration script that will automatically transfer all of your opportunities from IF 2.0 to IF3 while retaining their status and will include the notes and activities. This migration type is the longest one to fulfill (4-5 days depending on the amount of data that needs to be transferred).

  2. Medium Migration

    Medium migration means we will export your IF 2.0 database and import them to IF3. 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 notes and activities from IF 2.0.

    You will have to manually copy over any notes/activities from IF 2.0 to IF3 if you want them moved over.

  3. Fresh Start

    As the name suggests, we will not be migrating any opportunities from IF 2.0 and will leave the workspace blank for a fresh start.

 

InvestorFuse Podio to IF3:

 

  1. Medium Migration

    Medium migration means we will export your IF Podio database and import them to IF3. 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 IF Podio. You will have to manually copy over any notes/activities from IF 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 IF3.

  2. Fresh Start

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

 

After migrating the data, we will then move your Twilio or texting number from the previous version to your IF3 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 also migrate your custom follow-up sequences from IF 2.0.

 

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 your migration, you can schedule a training call with us so we can bring you up to speed with the system.

 

You can reach out to support if you have any questions about the migration form.

 


Was this article helpful?