Replacement import, not synchronization
The customer migration workspace imports supported company and contact data into QuoteDeck. It does not maintain an ongoing connection to the prior CRM and does not write changes back to it.
Keep in mind: Export a fresh source file immediately before the approved migration window.
Preview before writing
- 1Open Customer Import.
- 2Choose the supported source and upload its export.
- 3Map required source fields to QuoteDeck destinations.
- 4Review companies, contacts, duplicates, and rejected rows.
- 5Correct the source or mapping, then preview again.
- 6Run the import only when the review matches the intended tenant.
After migration
Compare record counts and spot-check parent companies, contacts, addresses, owners, and territories. Keep the source export until the dealer has accepted the migration results.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.