Data Migration

To streamline the migration process, start by utilizing the data migration template provided. Once you've filled it out, simply upload the completed template to the form submission. Our dedicated Shape onboarding specialists will then take care of importing your contact data for you. You'll receive a confirmation email from support@setshape.com, confirming that your contacts have been seamlessly transferred to the correct instance.

The Process

Complete Data Migration Template
Request Data Migration
Received & Processed by Shape Support
File Review & Adjustments
Import to Branch Instance
Confirmation Sent to Requester When Import is in Progress

Upload Your Migration File Here

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Instructions for Support

Next Call Club Branch Name(Required)

Next Call Club Requester Email(Required)

Primary Client Name(Required)

Primary Client Email(Required)

Completed Data Migration File(Required)

Please be sure to upload this in CSV or Excel format.

Max. file size: 50 MB.

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Post Import Instructions

Name

This field is for validation purposes and should be left unchanged.

We highly recommend using this process to migrate your data files for a smooth onboarding experience. However, if you prefer handling your own data migration, you can follow this guide: https://setshape.com/onboarding#import-contacts

If you have any questions, feel free to reach out to us at support@setshape.com.

This site is dedicated to providing valuable resources for Next Call Club users how to maximize their Shape Software experience.