Question 1

How does SkedX CRM handle large data imports?

Accepted Answer

SkedX CRM supports bulk imports of 100,000+ records using chunked background processing. Upload your CSV file, map fields with our visual field mapper, and the system processes records in batches with automatic duplicate detection. You can monitor import progress in real time and review any records that need attention.

Question 2

Is migration assistance included with my SkedX CRM plan?

Accepted Answer

Free migration assistance is included with Professional and Enterprise plans. Our team helps you export data from your current CRM, map fields correctly, validate the import, and set up key automations. Starter plan users get access to our self-service migration guides and email support.

Question 3

Will I lose any data during the migration?

Accepted Answer

No data loss occurs for supported record types (contacts, companies, deals, notes, activities, custom fields). Our import tool validates every record and flags any issues before committing the import. Records that fail validation are reported so you can fix and re-import them.

Question 4

Can I run my old CRM and SkedX CRM simultaneously?

Accepted Answer

Yes. We recommend running both systems in parallel for 2-4 weeks after migration. This gives your team time to verify data accuracy, rebuild automations, and get comfortable with SkedX CRM before decommissioning your previous CRM.

Question 5

What about automations and workflows from my current CRM?

Accepted Answer

Automation workflows cannot be directly imported because each CRM uses a different automation format. You will need to recreate your key automations in SkedX CRM. Our automation builder supports trigger-based rules, lead assignment, scheduled tasks, and AI-powered actions. Our support team can help map your existing workflows during migration.

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