Your history is the memory. We move it — and you only pay if we got it right.
Switching tools is where most teams lose their history — and history is exactly what makes an AI colleague useful. Our team moves your companies, contacts, tickets, custom fields, forms and categories from the tool you use today, rebuilds your templates, and feeds years of resolved tickets into your workspace’s memory before your first login.
Our fee is tied to your result, not our effort
We agree the success criteria with you in writing before we start — record counts matched, fields mapped, forms recreated, nothing lost, a reconciliation report you can check line by line. If the criteria aren’t met, you don’t pay for the migration.
Agreed in writing, up front
Success criteria are signed before the migration begins — so “met” is a document, not a discussion.
Dry-run preview
A preview run shows exactly what will be written before anything touches your workspace.
Reconciliation report
After the run you get a line-by-line report: source counts versus written counts, every entity, every miss with a reason.
Full reset, repeat until right
A reset returns the workspace to its pre-migration state, so a run can be repeated until the criteria are met.
No gain, no pain — you only pay for a migration that met the criteria you signed.
The sheet we sign with you
Every line is produced by the migration run log and reconciliation report — defaults shown below; a customer may tighten them, never loosen them below the floor.
Record completeness
≥ 99.5% of every entity — companies, contacts, tickets, changes, time entries — matched source to workspace, with every miss listed and explained.
No duplicates
Zero duplicates attributable to the migration, enforced by realignment keys and checked in the report.
Custom fields
100% of the fields you mapped exist with the agreed type and hold the source values; any dropped value is listed with a reason.
Forms & templates
Every active source template recreated — layout, required flags, requester visibility — and assigned to its records.
Categories
Your source category tree recreated, and every record that had a category keeps one.
Conversations, notes & attachments
≥ 99% of conversations, notes, attachments and worklogs per type, verified on a sample you pick.
Timestamps & ownership
Created and resolved dates and assignees preserved, with timezone handling agreed up front.
AI memory seeded
≥ 95% of resolved tickets distilled into solution memory, with index counts shown on the Oversight page.
Nothing left behind
Everything is either imported or agreed as out of scope in writing before the run — never discovered afterwards.
Reversibility
A reset to the pre-migration state is demonstrated and available during the acceptance window.
Acceptance
You check the reconciliation report within an agreed window — signed within 10 working days of delivery, or deemed accepted.
Migrated from the tool you use today
Our team operates the migration — it is not a self-serve button — which is how we can guarantee the outcome. Each tool below is moved with a criteria sheet tailored to what it holds.
PSA & service desk
Datto Autotask PSA, HaloPSA, Syncro, ManageEngine ServiceDesk Plus
CRM
HubSpot, Salesforce, Teamleader Focus, Pipedrive, Zoho CRM
Project & time
Asana, Trello, Productive.io, Clockify
CSV / spreadsheet export
Any tool — companies, contacts, assets, opportunities, quotes, contracts, time entries and more, offered case by case with a sheet tailored to your files.
Don’t see your tool? Talk to us — we add importers as teams ask for them, and a tool joins the guarantee once a reference migration has passed the full sheet.
Start with your history, not from zero
Here is the part most migrations throw away: every record we move is also distilled into your workspace’s permanent AI memory before your first login. Your AI colleagues know your customers, your tickets and your resolutions on day one.
Years of resolved tickets, learned once
The first distillation pass turns your history into reviewed solution memory — the groundwork an empty workspace never has.
The AI learning pass is on us
RMM Labs sponsors the distillation of your migrated data into AI memory — it is included at our cost, not billed as credits.
Puts you years ahead
A competitor’s AI starts from an empty knowledge base. Yours starts knowing what your team already solved.
Your AI colleagues will know your customers on day one — and get better, and cheaper, every day after.
Move your history — and only pay if we get it right
Tell us which tool you are on today and what you need carried across. We will scope the migration and agree the success criteria with you in writing.