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CRM migration checklist

Moving Your Client Data to quipp: What to Know Before You Switch

Switching CRMs isn’t just about moving contacts.

A CRM migration checklist can help you identify which client records to prepare, what information you need to transfer, and how to make the transition without disrupting your practice.

Talk to a Product ExpertSee the Checklist

What can you move to quipp?

If you’ve been running your practice for a while, your current system holds more than names and email addresses.

You may have years of meeting notes, client documents, outstanding tasks and communication history stored there. quipp supports importing client data from your existing CRM or spreadsheet, so you can carry your client records, notes and relevant information into quipp and keep managing your clients without starting from scratch.

  • Under 30 min

    Self-serve contact import

    Have less complex data to migrate? Upload your CSV or Excel (.xlsx) file in quipp and bring your contacts across yourself in less than 30 minutes.

    See how importing works

  • 3 days

    Assisted migration and setup

    Moving more complex data? or moving from Wealthbox, Zoho or another platform and need assistance? We’ll work with you to move your client information into quipp and set up your workspace for the way your practice operates, without spending weeks moving information between platforms.

    Talk to a product expert

Before you switch

CRM Migration Checklist: Preparing Your Client Data

Use this checklist to review your existing client data before making the switch. Then focus on the activities you’ll want to keep managing efficiently once you’re in quipp.

Once your information is ready, our team can help you complete the migration and set up your workspace within three days, so you can move your practice across in one transition.

Migration readiness

0 of 44 of 4 ready
  1. Check that client information is up to date

    Identify duplicate records, review missing details and separate active clients from prospects or former clients where necessary.

  2. Identify the information you depend on

    This might include meeting notes, financial information, client documents and records of previous interactions.

  3. Review the workflows you manage today

    Particularly client onboarding, information collection, document sharing and follow-ups. These are the activities you'll want to keep running efficiently after the move.

  4. Keep a secure copy of your original records

    Retain it as part of your normal recordkeeping process.

Self-serve import

How to import your contacts into quipp

quipp supports contact imports using CSV and Excel (.xlsx) files, so it’s straightforward to bring client contact records from a spreadsheet or an existing CRM export. Once you’ve exported your data, it takes four steps.

  1. Select your file

    Upload the CSV or Excel file containing your client contacts.

  2. Map your columns

    quipp automatically matches recognised spreadsheet columns to client fields. Review the mappings, make adjustments or exclude fields you don't want to import.

  3. Preview your contacts

    Review the records, check for flagged issues and select the contacts you want to include.

  4. Confirm the import

    Review your selection and complete the import. Send client invitations now, or add the contacts first and invite them later.

Invite clients now or later.

Sending invitations is especially useful when you’re actively working with clients and want to introduce them to the financial management features available through quipp.

Once the import is complete, check your client list to make sure the expected records have been added correctly.

What happens after your client data is in quipp?

Moving your client data is only the first step. What matters is whether quipp makes it easier to manage the work you do with those clients.

Consider an annual financial review. You’ve scheduled a meeting, but you still need a completed questionnaire, a recent account statement or confirmation that an action from the last meeting is done. Individually these are small tasks, but tracking them across dozens of client relationships takes considerable time.

In quipp, you can maintain client records, view relevant client financial information, collect information with forms, share files and create tasks to track outstanding work, all within one workspace.

Because your existing records and notes move with you, you build on the relationships you’ve already established instead of starting from scratch.

Annual review

Emily Maden · imported from Wealthbox

2 of 4 complete
  1. Annual review questionnaireForm
    Completed
  2. Recent account statementFile request
    Received
  3. Confirm RRSP contributionTask
    Due Today
  4. Book review meetingTask
    Pending
Note · carried overDiscussed RRSP contributions and the timeline for the home purchase.

Should you start with the Free or Essential plan?

Free

A place to organise your client records

If you’re just starting your practice and need somewhere to maintain your client records, the Free plan provides a straightforward starting point.

  • Organise client records
  • View client financial information
  • A straightforward starting point for new practices

Essential · best for switching practices

Manage more of your day-to-day client work

For established practices moving from another CRM, Essential provides the tools to bring client information into quipp and manage ongoing client work in one place.

  • Client data importing
  • Unlimited forms, tasks, file sharing and storage
  • Manage onboarding, information collection and follow-ups
  • No client limit as your practice grows
Compare quipp plans

Ready to make the switch?

Migrate in 30 MinsGet 3-Day Migration Support

Or explore quipp and see how it fits your practice.