How to Migrate from the Classic SalesNexus System to the New SalesNexus (Powered by Nexi) – SalesNexus Support

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.

Step 8: Review Your Data in the New System

After migration completes:

Click To New SalesNexus.
Log into your Nexi-powered account.
Review:
- Contacts
- Pipelines
- Opportunities
- Campaigns
- Templates
- Users

Make any necessary adjustments before finalizing.

Important Notes

Migration does not immediately replace your classic system.
You can revisit migration settings via:
Settings → Integrations → Backup & Migration
You may rerun migration if needed.

Finalizing Your Move

Once you are satisfied with your migrated data:

Confirm your switch to the new system.
Begin using the enhanced Nexi-powered SalesNexus environment.

Need Help?

If you experience issues during migration:

Click the Give Feedback button.
Select Support.
Provide details and attach screenshots if needed.

Our support team is happy to assist you through the transition.

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 🚀