Convert Contacts to Leads

[lucakuehne]

Sometimes it's neccessary to convert Contacts into Leads.. Let's look at the following case:

I migrate my CRM data from my existing CRM to EspoCRM. The old CRM does however not support Leads as an entity.. Now I want to convert all Contacts, who has never been contacted to a Lead.

Kind Regards
Luca

[lucakuehne]

Also no comment here from the team?

[tanya]

Hi
Better to export these Contacts, delete them from database, and import as a Leads

[lucakuehne]

I already thought of this.. But then all calls/meetings are gone.. Or there has to be a filter to just show all contact, that haven't been contacted jet...

[tanya]

to convert all Contacts, who has never been contacted to a Lead.

I thought these Contacts have no calls and meetings

[lucakuehne]

I thought these Contacts have no calls and meetings

Yes, those wo have to be converted have no calls/metings.. But there are also contacts who have already calls and meetings.

[tanya]

As I know, guys don't plan to implement this functionality (convert Contact to Lead). You can look for a developer, who will make it for you

[de1eted]

Export ALL data in csv, prepare it in OpenRefine, import.

[lucakuehne]

Export ALL data in csv, prepare it in OpenRefine, import.

I'm not very familiar with OpenRefine.. But I would have to export multiple data-tables and I may would have to write quite a bit of code..