Move your business to Wellyx without stress. Our team handles the entire migration process from start to finish, saving you time and preventing errors.
A smooth and accurate transition
Switching software can feel overwhelming, especially when years of customer history and business information are involved. Wellyx makes your transition simple by managing every step for you.
Move all your previous data
We will move all your previous data, including scheduling your past bookings from your previous software. This ensures your team has a complete history and no information is lost.
No additonal cost for data migration
Our dedicated data migration teams are always ready to ensure a smooth and hassle-free transition. This allows you to start using our platform without old frustrations or tedious closing processes.
Data collection: You provide data from your previous software in Excel format. This includes all information you want to move into Wellyx.
Data cleaning and preparation: Our team reviews, cleans, and organizes your data to eliminate duplicates, fix formatting issues, and ensure everything matches Wellyx’s requirements.
Conversion into Wellyx format: Once cleaned, your data is converted into the correct Wellyx structure. This ensures accuracy during the upload process.
Data upload into the CRM: Our team uploads all supported data directly into your Wellyx CRM. You do not have to lift a finger.
We generally support the migration of the following data:
Other data can also be migrated if needed. Your onboarding specialist will discuss this with you and make a plan after discussions with you.
Our team is ready to help you move your business to Wellyx without interruption. Share your Excel files and we will take care of the rest.
