Welcome to the "Migrating to CiviPlus" section of our online guide!
We are really pleased that you've chosen CiviPlus to support your not-for-profit organisation's mission. From the whole CiviPlus team, welcome!
At CiviPlus, we understand that the process of migrating to a new Customer Relationship Management (CRM) system can seem daunting. However, we are here to assure you that this transition will be smooth, straightforward, and highly rewarding.
In the following pages, we will provide you with a comprehensive step-by-step guide that covers everything you need to know about migrating to CiviPlus.
We have split this guide into 2 situations:
When you are migrating from spreadsheets or another CRM product
When you are migrating from another CiviCRM instance using our CiviPlus migration tool
Our goal is to make your migration to CiviPlus as simple and stress-free as possible, so you can focus on what matters most: your mission. We are confident that CiviPlus will provide you with powerful tools to manage your relationships and operations more effectively, ultimately helping you to better serve your community.
Thank you for choosing CiviPlus. Let’s get started on this exciting journey together!