Setup & admin

Migration

Moving from your existing system to Navigator. Your Kismet team will run this with you — these articles describe the pieces so you know what's coming.

At a glance

The migration journey

A typical migration progresses through these stages. Your Kismet contact runs each one with you.
1
Discovery
Review your current systems, data, and processes.
2
Data prep
Extract customer, contact, supplier, and plan data.
3
Import
Load your data into Navigator and validate.
4
Email setup
Configure forwarding so inbound emails reach Navigator.
5
Parallel run
Run old and new systems side-by-side for a short period.
6
Cutover
Navigator becomes your team's day-to-day system.

Jump in

Get started quickly

The most common starting points for this area.
Get oriented

What is Navigator?

Start here to understand the platform your team is moving to.

Read the overview
Day one

Customer records

The foundation — every customer's data sits here after migration.

See customers
Support

Contact your Kismet team

Every migration is guided by your Kismet contact. Reach out with questions.

Get in touch

Browse by topic

All articles

Organised the way your team thinks about this work.
What's imported
4 articles
Prepare your team
3 articles
Email & integrations
2 articles

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Common questions

Contact your Kismet team Platform basics Settings FAQs