CSV
Practical pathMap structured columns such as company, contact email, deal stage and owner into supported Premier fields.
Migration
Bring your CRM with you.
Keep the customer history your team relies on. Plan your export, map the fields and review the records before switching to Premier.
Migration
A considered move, one field at a time.
Start with your source data and the customer relationships you need to keep. Review field mappings and ownership before importing.
Excel
Where supportedUse a structured spreadsheet export where the current import flow supports it or convert it to CSV first.
Salesforce
Export and mapPlan a structured Salesforce export and review how accounts, contacts and opportunities map to Premier.
HubSpot
Export and mapReview a HubSpot export and map company, contact and deal fields before importing.
Pipedrive
Export and mapReview your Pipedrive export, including pipeline stages, deal owners and linked customer records.
Zoho
Export and mapMap the relevant fields in your Zoho export to the Premier records your team will use.
Import formats and direct migration options vary. Our team can confirm the supported path for your source system and data.
Premier
Let’s talk about how your team works.
Show us where your CRM and operations need to connect. We’ll help you work through the setup, migration and next steps.