crm migration checklist
Export the list. Then redraw the territory.
A crm migration checklist for a canvassing desk is export, map fields, import, failed rows, redraw the territory, then invite reps. Knockdesk is field sales software. This canvassing app migration is a file move. Use it as a switching crm checklist when the old app still holds the pins. There is no live sync.
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| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Export leads from the old canvassing app as a CSV or Excel file | Knockdesk imports a snapshot. Open the old app's export first so the file is on your machine before Import leads. | Write the filename you exported. | |
| Export notes, outcomes, and do-not-contact rows if the old app allows a file out | A note that stays only in the old app will not land on the pin. Pull it now. Knockdesk does not read the other product live. | Your notes | |
| Draw the territory in Knockdesk before the file can land | Import leads requires a Territory and a Vendor. On Canvass, Create Territory, then Polygon, Radius, Rectangle, State, County, or Zip. Name the area. Save it. | Your notes | |
| Pick the vendor on the upload step | Territory and Vendor are both required on Import leads. Lead source and Assign to are optional. | Your notes | |
| Map fields on the Map step | Map a full name or first name plus last name. Map at least one of email, phone, or address, plus a location: street, city, state, and postal code, or both latitude and longitude. | Your notes | |
| Import the CSV, XLSX, or XLS file | Open Import leads. Upload, Map, Review, Import, Geocode, then Done. CSV is the path for very large files. This is not a live sync. | Your notes | |
| Let geocode finish the pins | Geocode fills missing coordinates from addresses, and missing address fields from coordinates. A row missing street, city, state, or postal code will not geocode cleanly. | Your notes | |
| Download the failed rows and fix them | Open Done when the job finishes. Download a failures CSV if any rows did not import. Fix the file and run Import leads again. The first file is not the last file. | Your notes | |
| Decide how to treat duplicate rows | On Upload you can skip rows matching active duplicates, or skip the email and phone duplicate check. Mark the choice before you run Import. | Your notes | |
| Mark Do Not Contact pins after the list lands | Mark DNC on the pin, or complete a stage with Marks as DNC. Those pins stay off the knock list and out of coverage. The old app's DNC list does not move itself. | Your notes | |
| Redraw the territory if the old boundary was only a list | A zip column in a spreadsheet is not a territory. After the pins land, open Canvass and save the shape the crew will actually hold. Then cut turf inside it. | Your notes | |
| Cut turf inside the territory and set a weekly visit target | The lasso must sit inside the territory and cannot overlap turf already cut. Weekly visit target is 1 to 100,000 visits a week, or blank for none. | Your notes | |
| Invite reps from Organization Settings, then Members | Invite Member needs an email and a role: Admin, Sales Manager, or Field Sales Rep. Occupied seats include active members and pending invites. Full desk is on the pricing page. | Your notes | |
| Assign the territory or turf after they accept | People stays empty until someone accepts. Then assign the area they hold. A pin with no holder is not a Friday number. | Your notes | |
| Confirm the desk stays on import and export | Knockdesk has no third-party integrations. There is no live CRM, Zapier, HubSpot, or Salesforce sync. Export a report later as PDF, Excel, or CSV. That file leaves the desk. It does not keep the old app in sync. | Your notes |
The list
How to use this crm migration checklist
The list only pays off if you mark it while the old file is still open. A switching crm checklist that you fill after the first knock is a recap, not a move.
- 1Print or save PDF from the list. Checks stay in this browser.
- 2Export from the old app first. Do not open Import leads on an empty download folder.
- 3Draw the territory and pick the vendor before you upload.
- 4Map fields, run Import, then download failed rows. Fix those rows before you invite anyone.
- 5Redraw the territory if the old boundary was only a list, cut turf, then invite reps.
- 6Bring the printed list to the Knockdesk walkthrough and mark the rows that still sit in the other product.
The stall
Where a switching crm checklist on paper dies
Paper dies the morning after the export. The old app keeps taking knocks. The file on your laptop does not. A canvassing app migration that stops at a spreadsheet still leaves Friday as a recount.
The snapshot
The export is a moment. Every knock logged in the old app after that file is a pin Knockdesk never saw.
The failed row
A bad address does not become a pin because you hoped it would. Download the failures CSV and fix it.
The list that is not a territory
Zips in a column are not a boundary a rep can hold. Draw the territory, then cut turf inside it.
The empty People tab
Pins without a seat are a map, not a crew. Invite Member, then assign the turf they hold.
The knock
The file is not the visit
After the pins land, Friday still needs a knock on the address. Start Knock or Log visit, including Not Home. Do Not Contact stays off coverage. The two rows, 418 Oak Ave and 22 Harbor Rd, are a sample, not a customer day. Full desk is on the pricing page.
Knock log
Sample
- M418 Oak Ave2:14 PMMaya Chen · North turfAppointment
- J22 Harbor Rd2:41 PMJordan Hale · North turfNot home
Related
After you mark the move
- Field sales resources
The hub this checklist sits on, with the other lists and the quizzes.
- Full desk pricing
One seat: Full desk.
- Field sales software alternatives
The hub for the seats you may be leaving.
- SalesRabbit alternatives
If the export is leaving SalesRabbit, start on that page, then come back to this list.
- SPOTIO alternatives
If the quote-only seat is the one you are leaving, read that page before you map fields.
- How to import a lead list
The Import leads steps: territory, vendor, map, geocode, failed rows.
- Open the canvassing desk
Draw the territory and cut turf after the file lands.
- Invite the next seat
Organization Settings, then Members, then Invite Member.
FAQ
Frequently asked questions
What is on this crm migration checklist?
Export, map fields, import, failed rows, redraw the territory, and invite reps. Knockdesk is field sales software. The move is a file, not a live sync.
Can I use this as a switching crm checklist?
Yes. Use it that way when the old app still holds the pins. Export first, then Import leads. Do not wait on a connection that is not on this desk.
What does a canvassing app migration include in Knockdesk?
A canvassing app migration here is a CSV, XLSX, or XLS file into Import leads, then a territory you draw, turf you cut, and seats you invite. It is not a live sync.
Does Knockdesk sync SalesRabbit or SPOTIO live?
No. Knockdesk has no third-party integrations. There is no live CRM, Zapier, HubSpot, or Salesforce sync. Import and export stay a file.
What happens to failed rows?
Open Done when the job finishes and download the failures CSV. Fix those rows and run Import leads again.
Do I draw the territory before or after the import?
Before. Import leads requires a Territory and a Vendor. After the pins land, redraw the territory if the old boundary was only a list, then cut turf.
How much does Knockdesk cost?
Full desk is on the pricing page. Occupied seats include active members and pending invites. A free trial is not open.
Do I need an account to use the list?
No. Checks save in this browser. Use Print or save PDF on the list.
The export
Bring the file the old app still holds.
We will map the columns, land the pins on a territory, and invite the first Field Sales Rep. Full desk is on the pricing page. A free trial is not open.
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