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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Deal stage history gets lost during CRM migrations because most platforms handle stage tracking differently. You need a way to preserve those critical timeline transitions that show how deals progressed through your sales pipeline over time.
Here’s how to capture and migrate historical stage data using snapshots and timestamp tracking, even when your source and destination systems structure stage history differently.
Capture stage transitions with snapshot functionality using Coefficient
CoefficientWhile you can’t directly replicate every CRM’s native stage tracking,can help preserve deal stage history through its snapshot and append capabilities. The key is exporting your historical stage data first, then using spreadsheet functionality to build comprehensive stage history tables that can be migrated to your destination system.
How to make it work
Step 1. Export your historical stage data to spreadsheets.
SalesforceSalesforcePull deal records with stage transition data from your source CRM into Google Sheets or Excel. Include all available timestamp information and stage change details. This gives you the raw material to reconstruct stage history in a format that works withor.
Step 2. Create timestamped snapshots of stage transitions.
Use Coefficient’s Snapshots feature to create timestamped records of each stage change. This preserves historical data with “Written by Coefficient At” timestamp columns that maintain the chronological order of stage progressions. Each snapshot becomes a historical record you can reference later.
Step 3. Build comprehensive stage history tables.
Use the append new data feature to build complete stage transition histories. Transform your source system’s stage names to match your destination CRM’s stage structure using spreadsheet formulas. This creates a clean historical dataset ready for migration.
Step 4. Map stage history to destination system fields.
Use Coefficient’s field mapping to transform your historical stage data into the format your destination CRM expects. Since different platforms handle stage history differently, you may need to create custom fields to fully preserve the timeline rather than relying on native stage tracking.
Step 5. Export with proper timestamp preservation.
Use Coefficient’s UPSERT functionality to create historical records in your destination system with proper timestamps. The detailed tracking shows exactly which historical records succeeded, making it easy to verify that your stage history migrated correctly.
Keep your sales history intact
Start preservingDeal stage history provides crucial insights into your sales process and pipeline performance. Don’t let migration wipe out this valuable data when you can preserve it systematically with the right approach.your stage history today.
