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Data migrations

We can help migrate clients and files to your portal. If you are interested in a data migration, please contact support@joinportal.com. Migrations are generally completed in 1-3 days.

Client data migration

Please share a CSV with us with the following structure. If Invite is set to True we will invite the client for you. If not, you can do so yourself on the CRM page one-by-one.

Example structure

First nameLast NameCompanyInvite
Joe
King
Jenna
King
Example Company
Jack
King
Andrea
King
Andrea's Company

Files data migration

Please share a Google Drive folder with us with the following structure.

  • Root folders are named after the client user emails.
  • Inside of each client user email folder, have the folders & files that you want to transfer to your portal.

Example stucture

Have a question? Contact us or schedule a support call anytime.