Implementation
From your current system to live in BOS.
A migration that stops and tells you, rather than one that finishes quietly with gaps in it.
How the import works
BOS includes a migration capability for bringing CRM records across from an existing system, run as a reviewed job rather than a one-shot upload.
Why that matters: a record that arrives without an owner is invisible to anyone whose visibility is scoped to their own or their team's records, so an import that half-succeeds looks exactly like missing data months later. We walk the import with you rather than handing you a file uploader.
The principle
Sequence
The stages
Scoping
What moves, what does not, and what it should look like on the other side.
Workspace
Your tenant, your roles, your pipeline stages.
Dry run
The import is reviewed against your data before records are written.
Import
Executed only after the dry run is clean and you have approved the result.
Configure
Teams, territories, quotas, approvals and the process itself.