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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.”
Activity migration gets complicated because different CRMs structure engagement data differently. Your source system’s activities and notes don’t map directly to your destination platform’s engagement timeline, creating gaps in your customer interaction history.
Here’s how to bridge these structural differences and preserve your engagement history, even when activity types and data formats don’t align perfectly between systems.
Transform activity data for timeline compatibility using Coefficient
CoefficientWhile you can’t directly replicate every CRM’s activity structure,can facilitate activity migration through field mapping and data transformation capabilities. The main challenge is handling different data structures, but with proper mapping, you can preserve most of your engagement history.
How to make it work
Step 1. Export activities to spreadsheets for transformation.
SalesforceSalesforcePull all activity data from your source CRM into Google Sheets or Excel. Include activity types, timestamps, associated contacts/companies, and activity content. This gives you the raw data needed to restructure activities fororcompatibility.
Step 2. Map activity types to destination engagement types.
Use Coefficient’s field mapping to transform source activity types to destination engagement types like calls, emails, meetings, and notes. Create a mapping table that converts your source system’s activity categories to match your destination platform’s engagement structure.
Step 3. Convert date and time formats.
Standardize all timestamp data to match your destination system’s requirements. Use spreadsheet formulas to convert date formats, time zones, and duration fields so they align with your destination CRM’s engagement timeline expectations.
Step 4. Create association mappings for contacts and companies.
Link activities with the correct contacts and companies in your destination system. Use lookup tables to ensure each activity gets associated with the right records based on your migrated contact and company data.
Step 5. Preview and handle complex activity types.
Use Coefficient’s preview feature to identify potential issues before export. Some custom activity fields may not have direct equivalents in your destination system, requiring manual cleanup or custom field creation. The preview helps you spot these issues early.
Preserve your engagement history
Start migratingActivity and engagement data tells the story of your customer relationships. While some manual cleanup may be needed for complex activity types, you can preserve the majority of your engagement history with systematic transformation and mapping.your activities today.
