Migration
Map the records before the move
Use explicit field mapping and preview steps so the new CRM structure is understood before data is committed.
- Contacts and companies
- Custom fields where exported
- Duplicate review
- Migration report
Switch from Close
Move your outbound operation in stages, not in one blind cutover.
Cupid supports customer-controlled CSV/XLSX migration with field mapping, duplicate and warning review, migration jobs and reports. Cupids Network can also help coordinate the move.
Bring the data you control
Start with CRM exports your business is authorized to use.
Review before import
Inspect mappings, duplicates and warnings before committing the migration.
Validate in stages
Test the new workspace and provider connections before moving the full team.
Get migration assistance
Use Cupid's migration-assistance workflow if you want help coordinating the cutover.
Validation
Check the operating workflow
A successful import is not enough; verify the systems the team depends on.
- Calling provider
- Mailbox
- Calendar
- Campaign workflow
Why Cupid
Consolidate more of outbound
Cupid combines CRM memory, dialing, Data & Leads, Magic Enrich, booking and provider flexibility in one operating model.
- Power and parallel dialing
- Magic Enrich
- One-click booking
- BYO telephony
Buyer value
When staying on Close may still make sense
If your current Close workflow is stable and Cupid does not remove enough stack cost or operational friction to justify change, staying with the incumbent can be the better decision.
Stable incumbent workflow
Migration has a real change cost. Move only when the broader operating model creates enough value.
Pilot before cutover
Validate representative data and workflows in Cupid first.
See migrationCompare total stack cost
Evaluate CRM, dialer, data, enrichment, booking and provider costs together.
See stack costResponsible outbound
Cupid's universal migration path is based on customer-controlled exports. Availability of any direct connector depends on an official, working integration path.
Review trust controlsQuestions
Make the buying decision with the operating model clear.
Can I move from Close to Cupid?
Cupid supports staged migration from customer-controlled CSV/XLSX exports. The exact records that can move depend on what is available in the export.
Can I test Cupid before moving the team?
Yes. A staged cutover is the recommended operating model: validate representative data, provider connections and core workflows before moving the team.
Can Cupids Network help with migration?
Yes. Cupid includes a migration-assistance request workflow for teams that want help coordinating the move.
People. Data. Technology. Infrastructure.