Self-Serve Migration

Sign up for Treya and follow the guided tutorial to migrate your existing leads, sales pipeline, projects and team into Treya.

Guided TutorialTreya Migration

Assisted Migration

Our team will inventory your data sources, meet with you to securely obtain your data, and populate your Treya account with your existing information.

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Let us set you up for success

Our assisted migration process enables you to transition to Treya in less than a week and with all of the help you need. Here's what to expect:

  1. Submit this form that helps inventory where your organizational data lives today and some basic information about your company size.
  2. Our team will reach out to schedule a meeting to plan how we will securely import data from your existing tools.
  3. We’ll execute that plan, notifying you along the way and answering any questions you have, as we transfer your data into your Treya account.
  4. In a few business days, we’ll reach out again to let you know your account is ready to go, and if you’d like, schedule a meeting to review how that data looks in Treya and the best way for your team to use Treya.
  5. We’ll “Go Live” and invite your team members to your Treya account, where they can immediately begin using it.
  6. Over the next few weeks, we’ll reach out to ensure everything is going smoothly, fix any issues, and answer any questions you have.
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