Do we need technical staff to migrate?

No — our support desk handles the field mapping and import. You provide the exported files and verify the results.

Can we run both systems in parallel during the transition?

Yes — we recommend keeping the old system read-only during a transition window so your team can cross-check before full cutover.

Does this apply to migrating from a generic CRM as well as spreadsheets?

Yes — the same export → map → import → verify process applies whether you're coming from spreadsheets or another CRM.

Migration Guide

Moving to OBCRM Enterprise

Growth and Professional workspaces are provisioned instantly once your organization details are verified. Data migration — counsellor lists, branch definitions, and historical student records — usually completes within 3–5 working days with help from our support desk.

Step 1

Export your current records

Lead lists, student records, and branch definitions are exported from spreadsheets or your existing CRM — typically as CSV files.

Step 2

Field mapping

Your columns are mapped to OBCRM's student journey stages (lead, counselling, documents, admission, visa, arrival) alongside your support desk.

Step 3

Import & verification

Records are imported into an isolated tenant workspace and spot-checked against the source data before anyone starts using it live.

Step 4

Go live

Counsellors and branch managers are onboarded, and the old system is kept read-only for a transition window before full cutover.

Frequently asked questions

No — all exported records are imported into an isolated workspace and verified against the source before go-live. Nothing is deleted from your original system during this process.

Talk through your migration plan

Book a session with our team to scope exactly what needs to move and how long it will take for your setup.

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