# 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.

## 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.

1. Print or save PDF from the list. Checks stay in this browser.
2. Export from the old app first. Do not open Import leads on an empty download folder.
3. Draw the territory and pick the vendor before you upload.
4. Map fields, run Import, then download failed rows. Fix those rows before you invite anyone.
5. Redraw the territory if the old boundary was only a list, cut turf, then invite reps.
6. Bring the printed list to the Knockdesk walkthrough and mark the rows that still sit in the other product.

## 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 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.

## After you mark the move

- [Field sales resources](/resources): The hub this checklist sits on, with the other lists and the quizzes.

- [Full desk pricing](/pricing): One seat: Full desk.

- [Field sales software alternatives](/alternatives): The hub for the seats you may be leaving.

- [SalesRabbit alternatives](/alternatives/salesrabbit): If the export is leaving SalesRabbit, start on that page, then come back to this list.

- [SPOTIO alternatives](/alternatives/spotio): If the quote-only seat is the one you are leaving, read that page before you map fields.

- [How to import a lead list](/help/import-a-lead-list): The Import leads steps: territory, vendor, map, geocode, failed rows.

- [Open the canvassing desk](/canvass): Draw the territory and cut turf after the file lands.

- [Invite the next seat](/help/invite-your-team): Organization Settings, then Members, then Invite Member.

## FAQ

### 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.