Move more than contacts
Move more than contacts: map sites, accepted quotes, SMS threads, call history and follow-up tasks. ArcSolar supports SMS, calls, recordings, transcripts and AI summaries; confirm which historic records your export can transfer.
Agree the scope first
- Keep a secure copy of the original export.
- Map old IDs to the new records.
- Confirm which files, messages and payments can transfer.
- Choose a cutover date and a migration owner.
- Agree how to prevent duplicate records and customer messages.
Check these records
| Record | Keep with it |
|---|---|
| Customer | Correct site and original ID |
| Quote | Accepted version and acceptance evidence |
| Payment | Amount, reference and actual status |
| Job | Booking, completion and open issues |
| Follow-up | Owner, due date and contact preferences |
Example: ten records, one useful test
Illustrative pilot: move ten opportunities, including a revised quote, a cancelled job and a customer with two sites. If every contact arrives but one accepted quote is missing, fix the mapping before importing more. Repeat the pilot to check that retries do not create duplicates.
Know what may stay behind
Some exports omit files or message history. Confirm the transfer method before cancelling your old service. A one-click migration from Pylon, OpenSolar or PipeReply to ArcSolar is not verified.
Bring your migration questions to us
Book an ArcSolar demo with a redacted field list and a few example jobs. We’ll discuss what needs to move, what needs review and how the team will continue the work.
Sources: [3]
Sequence the rollout
Pilot an agreed sample, reconcile record counts and ownership, train one team, then schedule the agreed cutover. Preserve the old reference map and document who resolves exceptions. Confirm the supported import process before transferring live records.
Sources and review (5)
Published by ArcSolar. Examples are illustrative; product details come from the sources below. Editorial standards.
- ArcSolar CRM — ArcSolar; checked 12 September 2026.
- ArcSolar sales to operations handover — ArcSolar; checked 12 September 2026.
- ArcSolar plans and scope — ArcSolar; checked 12 September 2026.
- CallIntelligence — ArcSolar; checked 12 September 2026.
- Browser calls and SMS — ArcSolar; checked 12 September 2026.