Added Note: If you do not see the Migration Banner when logging in, please follow these instructions to start the Migration process: (Settings / gear icon in the top menu → select the Integrations tab → scroll to the bottom and choose Backup & Migration)
The new SalesNexus experience introduces enhanced pipeline management, automation, and data structure improvements. Migration allows you to safely move your existing data from the classic system into the new Nexi-powered environment.
This guide walks you step-by-step through the migration process.
Step 1: Start the Migration Process
When logged into the classic SalesNexus system, you will see a banner prompting you to try the new SalesNexus experience.
Click Configure Migration to begin.
⚠️ Important: Starting migration creates a test copy of your data in a beta environment. Your live system will not be changed until you confirm final migration.
Step 2: Confirm Account Status
You will be asked:
“Do you already have an account with the new SalesNexus?”
Click Yes if you already created a Nexi-powered account.
Click No if you need to create a new account.
Step 3: Create or Confirm Your New Account
If creating a new account, you’ll be asked to review and confirm:
Name
Email
Password
Company Name
Phone
Industry
Address
City, State, Zip
Website
Click Submit to continue.
If you already have an account, you may only need to confirm your email address before proceeding.
Step 4: Choose Your Next Action
Once your account is confirmed, you’ll see two options:
To New SalesNexus – Enter your new system.
Configure Backup Migration – Continue with data migration setup.
Click Configure Backup Migration to proceed.
Step 5: Select Data to Migrate
You’ll now be on the Data Backup & Migration screen.
Here, select the tables you want to migrate. Available data categories include:
Core Data
Contacts
Notes
Tasks
Sales / Opportunities
Documents List
Groups & Campaigns
Groups
Group Members
Campaigns
Campaign Items
Templates & System Data
Template Merge Tags
Email Templates List
SMS Templates
Webhook Templates
Users List
✔ Check the boxes for the data you want to include in migration.
Tip: Most users migrate all data to ensure continuity between systems.
Step 6: Start Migration
Once your selections are complete, click:
Initiate Migration/Redo Migration
This initiates the migration process.
Step 7: Monitor Migration Status
After starting migration, you will see a Last Migration Status section that displays:
Created Date & Time
Started Date & Time
Current Status
Common statuses include:
Pending
Importing
Completed
You can refresh your browser to check for updated status.
⏳ Migration time depends on the amount of data selected.
Where to Find Your Imported Data
After your migration is complete, your imported data is available within your new Nexi-powered SalesNexus account.
Accessing Your Imported Data
- Go to Settings
- Click Imports
- Review the Import History section
- Select your most recent import to view details and status
This area shows:
- Uploaded migration files
- Import status (Completed, Processing, or Failed)
- Any errors or warnings that may need attention
What Happens Next?
Once your data has been successfully imported:
- Your records will appear in their respective modules:
- Contacts
- Pipelines
- Opportunities
- Campaigns
- You can begin reviewing and refining your data inside the new system
Final Step: Complete Your Setup
Before fully transitioning to the new system, make sure you complete all required reconfiguration steps:
Post-Migration Reconfiguration Checklist
After reviewing your data and completing reconfiguration:
- Confirm your migration is complete
- Begin working fully in the Nexi-powered SalesNexus platform
If anything looks off, you can revisit your imports or rerun the migration as needed.
You’re Ready for the New SalesNexus
Migrating to the Nexi-powered system ensures you benefit from modern automation, improved pipelines, and enhanced performance tracking — all while preserving your existing data.
Welcome to the new SalesNexus experience 🚀
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