Apto Data Services

Here at Apto, we know you've worked hard to build up a book of business and an extensive network of contacts. That's why we have an entire team dedicated to ensuring your data makes it into our system and is set up for your success.  

Apto Data Services vary by the package you’ve purchased.

  • For the Basic package, all data import services are available for purchase.
  • For the Pro package, one spreadsheet (1 tab) is included with your Apto subscription, or one database per organization.

ETA - There is a 2 week estimated time of completion from the time the data has been submitted to Apto for migration.

SERVICE

DEFINITION

Pro Data Migration (Included with initial purchase of Apto)


**is not included with additional license purchases

1 spreadsheet (with 1 tab) OR 1 database (.bak file) per Customer Org


Database includes one of the following.*

  1. Salesforce backup
  2. ACT! Import
  3. REA Import
  4. A series of relational CSV/Excel files

Additional Data Migration

(Basic or Pro)

$300 for 1 spreadsheet (1 tab)

Objects(Tabs) Migrated: Companies, Contacts, Contact Groups, Properties, Spaces, Ownership, Closed Deals (Sales & Lease), Activities, Notes

 

$150 for 1 spreadsheet  

 Object(Tabs) Migrated: Companies and Contacts, Contact Groups, Notes

Apto to Apto Migrations

$500 for data import from one Apto account to another (ex. if you leave your team and move to another brokerage that also uses Apto)

 *Here’s how we define a data source and what is included in that migration.

  • SPREADSHEETCompanies, Contacts, Contact Groups, Properties, Spaces, Ownership, Closed Deals (Sales & Lease), Activities, Notes
  • ACT! - Companies, Contacts, Contact Groups, Notes, Activities *Note: Custom fields, including but not limited to Property details or Closed deal information, will not be migrated.
  • REA - Companies, Contacts, Contact Groups, Properties, Spaces, Ownership, Closed Deals(Sales & Lease), Activities, Notes  *Note: Custom fields will not be migrated
  • SFDC - Companies, Contacts, Contact Groups, Properties, Spaces, Ownership, Closed Deals(Sales & Lease), Activities, Notes  *Note: A limited amount of custom fields will be migrated
DISCLAIMER: Apto does not recommend that a user perform their own data load due to the intricate relationships between records in the database.
If a user chooses to do a data load, it is recommended that ONLY Companies, Contacts & Properties with Ownership are performed and should only be done once at the start of a new Apto database. There will be no Customer Care support for data loaded into areas not listed above (Spaces, Pursuits, Listing/Assignments, In Contract, Closed Deals, etc.). Please be aware, that there is minimal duplicate checking and no additional data cleansing while the load is happening. 

A user performing their own data load also forfeits any free/included Data Services once the self service load has been done. If a user needs to have data corrected, deleted and/or reloaded, there will be a minimum $500 charge for Data Services and a user will be put in the data queue for work to be done within the standard two week SLA.

 

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