Migrate
Moving in is a spreadsheet and an afternoon.
Spodus imports CSV and Excel files, one object at a time, with a preview that counts what it could not read before anything is written. These pages say what that carries and what it does not.
How an import into Spodus works.
The same four rules apply whichever tool you are leaving.
- It is a file, not a connection
- Spodus reads .csv and .xlsx. Not .xls, which no spreadsheet parser here can open, and not JSON. There is no public API and nothing keeps two systems in step, so what you get is a copy of your data as it stood the moment you exported it.
- One file per object
- You import into an object, not into the workspace. Open Contacts and import contacts; open Deals and import deals. A vendor that keeps people, companies and deals in three exports needs three passes.
- Links are stored as names
- A deal points at an account by name, and the link resolves the moment a record with that name exists. So importing accounts before deals is a convenience rather than a rule, and a link that lands unresolved starts working when the missing record arrives.
- Nothing is written until you press Import
- The preview counts duplicates against the records already in your workspace, counts the cells it could not read, and counts the rows pointing at something that does not exist yet. All three are on screen before the write.
Pick where you are coming from.
Each page carries the column-by-column mapping, what stays behind, the steps in order, and a section on who should not do this at all.
CRM
Migrate from HubSpot
The importer recognises this vendor's export and pre-fills the mapping.
Read the checklistWork OS
Migrate from monday.com
No preset ships for this vendor, so every column is mapped by hand.
Read the checklistProject management
Migrate from ClickUp
The importer recognises this vendor's export and pre-fills the mapping.
Read the checklistSales CRM
Migrate from Pipedrive
The importer recognises this vendor's export and pre-fills the mapping.
Read the checklistWork management
Migrate from Asana
The importer recognises this vendor's export and pre-fills the mapping.
Read the checklistKanban boards
Migrate from Trello
The importer recognises this vendor's export and pre-fills the mapping.
Read the checklistWhat no page here will promise you.
There is no migration team, no assigned engineer and no done-for-you service. There is no public API, so nothing keeps Spodus and your old tool in step while you decide, and a phased cut-over means entering things twice by hand for as long as it lasts. Attachments, comments and activity history do not travel in a spreadsheet, from any of the six tools above, and no import here writes into a record’s history.
What you do get is a wizard that tells you the truth before it writes anything, and a Trash that holds a deleted record for thirty days while you decide you got it wrong.
