Skill UI

A comprehensive, multi-step guide for migrating contact and company data into Apollo.io. Use this skill when switching from other CRMs (like Salesforce or HubSpot), consolidating multiple data sources, or executing large-scale data imports. It covers defining field mappings, pre-migration data assessment, and performing high-throughput batch processing using the Apollo Contacts API.

A comprehensive guide for navigating Clay's plan changes, pricing overhauls (specifically the 2026 model), and feature upgrades. This skill helps users understand credit restructuring from legacy plans to new Data Credits and Actions, audit current usage, and adapt their integration code to ensure uninterrupted workflow operation after a migration.

Provides comprehensive steps for managing the Granola desktop app lifecycle. This guide covers performing manual or automatic version upgrades, resolving post-update issues, and executing complex subscription plan migrations (e.g., Basic to Enterprise). It details how to ensure data preservation during all transitions and includes managing team seats.

This guide provides a deep dive into migrating recruiting workflows from traditional tools to Juicebox. It covers key differences, such as switching from limited Boolean search to advanced Natural Language searching (PeopleGPT), expanding contact data, and integrating with over 41 ATS systems. Learn the step-by-step process for setting up your talent sourcing pipeline and optimizing your hiring process.

Provides a deep dive into migrating issue tracking data from major platforms like Jira, Asana, and GitHub to Linear. This guide covers the entire lifecycle, including initial workflow assessment, status and priority mapping, data export utilizing API examples, and detailed transformation logic required to ensure data integrity and smooth adoption within Linear.

This deep-dive guide provides a comprehensive framework for migrating complex operational data into the MaintainX platform. It systematically guides users through assessing source data quality from legacy CMMS systems (like Maximo), spreadsheets, or custom databases. The process covers essential steps including data assessment, schema mapping, and executing robust ETL processes for work orders and assets, ensuring a smooth re-platforming transition.

This comprehensive guide details the process for managing service transitions on the TwinMind platform. It instructs users on how to audit current usage, export all key configurations (settings, integrations, webhooks), and execute plan upgrades (Pro or Enterprise) via both the dashboard and API. This ensures a seamless and controlled migration between service tiers.

This comprehensive guide provides a structured roadmap for migrating logistics operations from legacy sources (e.g., spreadsheets, old APIs, ERPs) to the modern Flexport API. It details advanced architectural patterns such as the Strangler Fig pattern, product catalog migration, dual-write implementation, and phased cutover strategies, ensuring a smooth and reliable transition for complex supply chain digitization.

A comprehensive guide detailing the process of migrating bookkeeping and accounting services to Fondo. It covers multiple scenarios, including transfers from DIY solutions, other firms (like QuickBooks, Pilot, Bench), and managing changes in accountants. The guide outlines necessary data preparation (GL exports, bank statements, tax records) and the phased onboarding process to ensure seamless financial continuity for growing businesses.

This guide provides a deep-dive solution for migrating comprehensive CRM data from various sources (like Salesforce, Pipedrive, or spreadsheets) into HubSpot. It supports data mapping, creating custom properties, and executes robust batch imports via API, ensuring data integrity and seamless re-platforming for marketing and sales workflows.

This comprehensive playbook provides an end-to-end guide for migrating from legacy Travel Management Systems (like SAP Concur or other TMCs) to Navan. It covers critical phases including data inventory, user provisioning (via SCIM/API), manual policy recreation, parallel system running, and the final cutover checklist. Use this guide for planning and executing complex travel system migrations.

This skill provides patterns for Procore upgrade migration and platform integration using the REST API and OAuth2 authentication. It allows programmatic interaction with the Procore platform for core construction management tasks, including project lifecycle management, RFI tracking, and submittal processing, ensuring seamless workflow automation.