Jump to content

Can I migrate data from my current software to Dibcase? Yes


Recommended Posts

We have a sample spreadsheets that you can use to bulk import your clients and contacts. If you need additional assistance,  you can get help from our implementation team. We will assist during data migration, helping you import your existing data into Dibcase so you don't lose historical records. You'll be able to quickly add new clients, claims, notes, etc. while we get your team trained and your client and claims data moved over.

At this time, only the client and contacts modules support data importation. Other data such as claims status, notes, events, tasks, etc. will have to be manually imported.

Link to comment
Share on other sites

  • Admin changed the title to Can I migrate data from my current software to Dibcase? Yes

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Create New...