Onboarding & Migration
Switching from your old CRM?
Minutes, not weeks.
AI reads your legacy CRM export, works out where every field belongs, and hands you a review screen. Approve the suggestions in one click and your team is working in iBuildPro the same day.
The AI Mapping Suggester
Four steps. One afternoon.
The whole thing runs inside iBuildPro. No onboarding consultant, no custom ETL script, no two-month migration project.
Export from your old CRM
CSV, XLSX, or a full database dump. Any field names, any structure. We've seen every layout — you don't need to 'clean it up' first.
AI reads your fields
AI works out what each of your columns actually is and where it belongs in iBuildPro — including the ones whose names give nothing away. You don't hand us a mapping document; it proposes one.
You review and approve
Accept all in one click, or step through each suggestion individually. Change a mapping, add a transform, skip a field. The mapping you approve is remembered for any future imports from that same source.
Data lands, team starts working
Contacts, pipelines, projects, agreements, invoices — all in place with relationships preserved. Your team logs in to a CRM that already knows about their customers. No training week, no 'where did my leads go?'
What Gets Mapped
Everything your team runs on — preserved.
Not just contacts and companies. The whole operation — pipelines, projects, agreements, invoices, rep history — lands in iBuildPro with relationships intact.
Contacts & companies
Individuals and company-type contacts, with phone, email, address, preferred channel, tags, and custom fields preserved.
Pipelines & leads
Full deal flow, stage history, values, assigned rep, and any custom stage names remapped to your iBuildPro pipeline.
Projects & job records
Active, sold, completed, cancelled — every project with its address, status, timeline, and linked contact.
Estimates & agreements
Line items, scope descriptions, signers, signatures (if the source system tracked them), attachments, and expiration dates.
Invoices, bills, payments
Full AR/AP history. Invoice phases preserved where the source tracked them. Vendor bills with categories and sub-categories remapped.
Sales reps & commissions
Every salesperson's historical commission — W-2 and 1099 — so first-week payroll runs on the same numbers your old system reported.
Custom fields & tags
The columns your team built over years — migrated as iBuildPro custom fields or tags, not discarded. Nothing lost in translation.
Files & documents
Executed contracts, signed CSATs, photos, permits — linked to the right project on arrival, not dumped into a shared folder.
Supported Sources
Any CRM you're leaving behind.
If your old system can export a spreadsheet, we can map it. No vendor lock-in, no custom integration project. The vast majority of migrations run on the CSV path — and the native pulls for GHL and QuickBooks are there when you want them.
Any CSV / XLSX export
The universal path. If your old CRM can export to a spreadsheet, we can map it. This is how most migrations run.
GoHighLevel (direct)
Connect your GHL account and your locations, contacts, pipelines and leads come across directly — no export required.
QuickBooks Online (direct)
Native sync for customers, vendors, chart of accounts, items, bills, invoices, and payments. Two-way ongoing sync after the initial import.
Nothing dropped silently
Every row imported. Every row skipped. Every transformation applied. Full audit trail so you can diff your source against your new data.
Remappable — not one-shot
Change your mind about a field? Re-run the import with a new mapping. Your approved mapping is stored per-source so subsequent imports run instantly.
Human review where it matters
AI suggests. You decide. Bulk-approve the obvious cases, hand-tune the ambiguous ones. The AI does the work; you keep the judgment.
Bring your data. We'll have you running by lunch.
Book a 30-minute demo. Drop a sample export from your current CRM and we'll run it through the AI Mapping Suggester live — you'll see the mapping review before the call ends.
Book a Demo