Easily Import Your Data

Since few of our customers come directly into Fundstack without having any previous solution for tracking their pipeline and relationship data, we've created a process through which we'll import your previous solution's data for free. We've previously imported client data from Salesforce, Affinity, Streak, Sevanta, and more.

To qualify for a free importation you'll need to enter your data into our Excel migration template file. Please email support@fundstack.com and we'll send over the relevant migration template.

If you require data importation that falls outside of these boundaries, and you require us to clean or map your data, then we also offer a paid custom importation service. Please contact support@fundstack.com to find out more.

Did this answer your question?