Contact, Account and Opportunity Migration


Are you going to migrate from another system to FunnelBud, or do you have more data to enter into the system in a well structured way? FunnelBud will help you migrate all of your data!

Solution Expert: Your FunnelBud Project Manager

SKU: 2207011043 Category: Included in License Cost: Basic, Standard, Premium, Paid implementationsTechnologies: FunnelBud Flex, Sharpspring
What this solution gives you:
  1. Import of contacts, accounts, opportunities from another system into FunnelBud.
  2. A strategy for who you can import and who you should not import, based on how old the lists are, GDPR/other data law requirements, SPAM compliance laws, and your goals and needs.
  3. This includes unsubscribe info that we might need in order to unsubscribe people who have actively unsubscribed (so that they don’t start getting emails in the future by mistake)
  4. Results in a well segmented database that you can start working with immediately for both sales and marketing purposes.
Process of creating this solution:
  1. Initial consultation to understand and advice around which kinds of lists you have today.
  2. You send us all your lists according to our recommendations. We may guide you on how you can export these from your current systems.
  3. We analyze your lists.
  4. We may ask further questions.
  5. We clarify your database strategy and discuss it with you.
  6. We import, including building the segments you might need.
  7. We demo to you how your database looks and how you can now work with it.
What this costs to implement:

New Customers



We will teach you how to import, including giving you the templates you need to re-import yourself: Included.

We will import for you: Depends on complexity (if it’s only Contacts, or also Accounts and Opportunities). We will give a cost estimate to you based on the time we believe it will take (standard hourly rate).

Key benefits:
  • You will have a completely migrated database that you can start working with immediately.
  • You will have a good and future-proof database structure, which will give you more control and be more efficient for your marketing and sales people to work with.

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


We are very impressed by how much FunnelBud's software provides, and the amount of expertise we get by them. We can feel peace of mind and focus on our business growth.

Anders Börde Founder, Head of Product & Strategy, Moblrn


By using FunnelBud's professional, well-structured and helpful support, we were able to implement SharpSpring quickly and easily. In just 3 months, we have already doubled our leads. We are very pleased.

Eva Norras Rehn Marketing & Communications, Qurant


FunnelBud's system does everything we need for a third of the price of competitors. And with help that is both included and has exceeded our expectations. A no-brainer.

Ulf Lesley Group Chief Strategic Officer, Strikersoft