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Switch to Valkr

Bring your CRM.Keep everything.

Move records, fields and history from the system you use today, and check the result before anything switches over.

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What it does

In build Being built now. Not generally available yet.

Access check

Valkr confirms it can read your current system through its official export or API, and shows what it found.

Field mapping

Every source field is mapped to a Valkr field. Anything without a match is shown to you, never dropped.

Staged import

Data lands in a staging copy first, so you can check it before you switch.

Live tracker

Each step shows where it stands: credentials verified, export pending, mapping approved, completed.

Four steps

  1. 01

    Check access

    Connect the source with its owner flow.

  2. 02

    Map

    Approve the field mapping, with gaps shown.

  3. 03

    Stage

    Import into a staging copy and check it.

  4. 04

    Switch

    Cut over when you are ready.

Related

Stop configuring.
Start operating.

The CRM an agency would build for you, generated from the business you already have.

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