Bringing data in and out
MigrationPulse does not offer a public API. These are the ways data moves into and out of an office's account today.
Bringing data in
| Client lists | Import a client list exported from your previous system as a spreadsheet or CSV, with each column mapped before anything is imported. |
|---|---|
| Documents | Import many files at once and file each against a client you already have, with a document type. Every row must name a client and a type before anything is sent. |
| The client portal | Clients send their own documents into the slots on their case checklist, from a phone or a computer. |
| Booking pages | A booking from your public booking page creates or updates the contact and the appointment. |
Taking data out
An office can export everything it holds at any time: in Settings, on the Security tab, under Your data, press Export everything, and an email arrives when the export is ready. Only the account's owner or a manager can run it.
What is not available
There are no API keys and no endpoints for reading or writing your records, and MigrationPulse does not connect to any agency's systems. If your office needs a connection, tell us what you want to connect and why.
Need to connect something?
Tell our team what you are trying to connect.