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Migration

Move to Batoi Flex without losing useful history

Batoi provides a structured migration service for customers who need to retain website content, form submissions, customer interactions, engagement evidence, files, billing history, vendor records, and compliance artifacts while moving to Flex.

Request Assessment Plan an Estimate

Migration is quoted separately from the subscription. A detailed quote follows discovery and a review of the information to retain.

Historical data migration flow Source systems move through discovery, mapping, trial migration, validation, and cutover into Batoi Flex. Legacy Site CMS, forms, CRM Historical Data files, logs, reports Map clean, match, test Flex validated Discovery -> Trial -> Validation -> Cutover

Historical data can be retained

Retention is determined by the source platform, export format, data quality, compliance requirements, and target Flex modules.

A standard process is available

Discovery, inventory, mapping, extraction, transformation, trial migration, validation, final cutover, and post-migration support.

Quoted as a special service

High-level ranges help early planning. A formal quote follows after the current environment, information, responsibilities, and scope are reviewed.

Three retention levels

The right level depends on how much historical data must remain searchable, operational, analytical, or audit-ready after migration.

Level 1

Historical Archive

Preserve historical records as a searchable archive or evidence collection for reference and retention needs.

  • Legacy submissions and files retained
  • Searchable reference archive
  • Lower mapping complexity
Level 2

Structured Import

Map forms, contacts, inquiries, files, invoices, vendors, and customer interactions into the relevant Flex modules.

  • Operational records become usable
  • Relationships are preserved where possible
  • Best fit for Business and Scale customers
Level 3

Enhanced Migration

Add cleansing, deduplication, relationship mapping, analytics reconstruction, and compliance evidence preparation.

  • Data quality improvement
  • Audit and retention alignment
  • Suitable for compliance-heavy scopes

Standard migration process

The process makes responsibilities, validation, timing, and the final scope clear before cutover.

Contact Support
1 Discovery
2 Data Inventory
3 Mapping
4 Extraction
5 Transformation
6 Trial Migration
7 Customer Validation
8 Final Cutover
9 Post-Migration Support
Estimate Planner

Build a planning estimate for migration

Select the data areas and migration conditions that look closest to your current setup. The result is an early planning range only, not a formal quote.

Request Formal Assessment

Data areas to migrate

Select one or more

Retention level

Data volume

Source access

Compliance sensitivity

What we need before a quote

A reliable quote requires enough source detail to judge access, mapping complexity, data cleanup effort, and validation responsibility.

Share Migration Details
Current platform and hosting details
Available export or structured source access
Approximate record counts by module
Storage size and file types
Analytics source and export availability
Compliance and retention requirements
Target go-live date
Legacy system availability window
Data residency and consent constraints

What can usually be retained

Pages, media, redirects, form submissions, contacts, notes, interactions, documents, invoices, vendor records, and compliance evidence can usually be preserved when source exports or access are available.

What depends on the source system

Detailed engagement history can only be reconstructed when the source provides sufficiently detailed activity exports. Otherwise, available reports and summaries can be archived for reference.

Plan the move before changing daily operations

For Scale, Business, and compliance-focused customers, migration should be scoped before commitment so historical records, validation effort, and cutover timing are clear.

Request Migration Assessment Explore Integration and Migration Consulting View Plans

Frequently asked questions

Historical information may be retained when the source provides usable exports, structured access, files, or reports. The exact result depends on availability, quality, volume, mapping, validation, and the Flex areas being adopted.

No. Migration with historical data retention is a separately quoted professional service. A high-level range can be shared early, but a detailed quote requires discovery and scope confirmation.

Engagement reports and summaries can often be preserved. Detailed reconstruction depends on whether the source provides sufficiently complete activity exports.

Batoi needs the current system context, available exports, approximate information volumes, file types, reporting sources, retention needs, target go-live date, and the period during which the current system remains available.

Appropriate CSV or XLSX records can use supported Import Center templates and validation. A scoped migration may also use structured exports, files, reports, APIs, or approved source access. Exact fields, relationships, validation, and results depend on the source quality and the target Flex area.

Authorized users can export permitted records from supported Flex modules in the formats available to their role and plan. Personal-profile export in My Flex is separate from workspace operational data. Contact Batoi Support before cutover or restricted access when a complete transition archive, regulated dataset, or different format is required.