---
title: "Migrate from AdvisorEngine CRM to Aurasell | ClonePartner"
description: "Seamless AdvisorEngine CRM to Aurasell migration. Engineer-led, zero downtime, 100% data accuracy."
source: AdvisorEngine CRM
target: Aurasell
canonical: "https://clonepartner.com/migrate/advisorengine-crm-to-aurasell/"
---

# AdvisorEngine CRM → Aurasell migration

Seamless AdvisorEngine CRM to Aurasell migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (AdvisorEngine CRM) → **Contacts** (Aurasell)
- **Households** (AdvisorEngine CRM) → **Accounts** (Aurasell)
- **Accounts** (AdvisorEngine CRM) → **Accounts** (Aurasell)
- **Opportunities** (AdvisorEngine CRM) → **Opportunities** (Aurasell)
- **Activities** (AdvisorEngine CRM) → **Activities** (Aurasell)
- **Tasks** (AdvisorEngine CRM) → **Tasks** (Aurasell)
- **Notes** (AdvisorEngine CRM) → **Notes** (Aurasell)
- **Documents** (AdvisorEngine CRM) → **Attachments** (Aurasell)
- **Workflows** (AdvisorEngine CRM) → **Sequences** (Aurasell)
- **Tags** (AdvisorEngine CRM) → **Lists** (Aurasell)
- **Teams** (AdvisorEngine CRM) → **Teams** (Aurasell)
- **Custom Fields** (AdvisorEngine CRM) → **Custom Fields** (Aurasell)
- **Calendar Events** (AdvisorEngine CRM) → **Activities** (Aurasell)
- **Fee Schedules** (AdvisorEngine CRM) → **NotAvailable_RequiresWorkaround** (Aurasell)
- **Custodial Data** (AdvisorEngine CRM) → **NotAvailable (workaround possible via Custom Fields/Objects or Notes)** (Aurasell)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your AdvisorEngine CRM → Aurasell migration.