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Juicebox supports data migration from most major recruitment CRMs. As a Business plan customer, you have access to full assistance with data migration. If you’re not on a Business plan, see Migrating your Data to Juicebox (Starter & Growth). Reach out to your Juicebox representative to help guide you through this process. We’ll schedule a call to help understand your data, structure, and options for migration.
For some migrations, an additional fee will apply.

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Process overview

  1. Identify data for migration. Typically, customers migrate two data types:
    • Contacts: Profiles you’ve interacted with previously.
    • Activities: Interactions such as emails, notes, and calls.
  2. Export data. Usually available directly from your existing CRM. If direct export isn’t possible, contact your current CRM provider.
  3. Import to Juicebox. Provide your data to your Juicebox representative in CSV or JSONL format. If your data structure differs, inform us — we can accommodate special cases. Data import typically takes 2–3 business days, depending on volume and complexity.
  4. Troubleshooting. After import, we’ll perform live checks to ensure accuracy and satisfaction.
  5. Process completed. Your data migration is complete, and your Juicebox account is ready for use.

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Get started with data migration

To get started, reach out to your Juicebox representative or sales contact. If you’re not sure who that is, email support@juicebox.ai and mention that you’re interested in data migration.