Guides / Migrate from your current tools
How to migrate from your current tools.
Switching does not have to be a big-bang migration. Here is the low-risk path, and how your agent does the heavy lifting.
The flow
Four steps, the way a person would do it in SOIS.
Pick one area
Start with the part that hurts most, not everything at once.
Import your data
Bring contacts, records, and documents into the workspace.
Run in parallel
Let your agent run the new flow while the old stays as backup.
Expand when ready
Move the next area over once you trust the first.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
via your agent
Help me move our contacts and open invoices in, then run our invoicing here from now on.
Done. A switch that happens one safe step at a time, with your agent doing the migration work.
Explore the capability: Apps
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.