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

# Practifi → UGRU CRM migration

Seamless Practifi to UGRU CRM migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (Practifi) → **Contacts** (UGRU CRM)
- **Accounts (Client Entities)** (Practifi) → **Accounts** (UGRU CRM)
- **Leads** (Practifi) → **Leads** (UGRU CRM)
- **Opportunities (Deals)** (Practifi) → **Opportunities** (UGRU CRM)
- **Activities (Tasks)** (Practifi) → **Tasks** (UGRU CRM)
- **Activities (Events)** (Practifi) → **Appointments** (UGRU CRM)
- **Notes** (Practifi) → **Notes** (UGRU CRM)
- **Documents (Files)** (Practifi) → **Documents** (UGRU CRM)
- **Campaigns** (Practifi) → **Campaigns** (UGRU CRM)
- **Financial Accounts** (Practifi) → **Financial Accounts** (UGRU CRM)
- **Insurance Policies** (Practifi) → **Policies** (UGRU CRM)
- **Relationships (Roles)** (Practifi) → **Households** (UGRU CRM)
- **Goals** (Practifi) → **Custom Fields** (UGRU CRM)
- **Revenue Records** (Practifi) → **Custom Fields on Accounts / Opportunities or Custom Workaround Object** (UGRU CRM)
- **Workflows (Action Plans)** (Practifi) → **Workflows / Tasks (with workarounds)** (UGRU CRM)

## 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 Practifi → UGRU CRM migration.