How to migrate Individual leads to Sales Records in AMS+

Note for Enhanced Records accounts: The Lead Migration Utility is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.

If your agency recently upgraded your account's subscription to one of our new subscription packages, we have a Lead Migration Utility to help you convert your existing Individual leads over to new Sales Records.

Requirements

• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Manage Data & Custom Fields permission.

In this article

• How to find Individuals for migration
• How to perform the migration
• How to revert a migration
• What data is included/excluded during migration
• Common questions

How to find Individuals for migration

For this migration, you will not be uploading or importing any spreadsheets or running any reports. All you will need to do is create an Advanced Search of Individuals that qualify as leads, save the search, and run the migration tool.

Go to Individual Advanced Search.

Apply filters to target only Individual Records that meet your criteria for being classified as leads.

Unless you intend to migrate all your Individual Records, we suggest using at least 1-2 filters. Without any filters, the search will retrieve ALL Individual Records.

Run the search.

If you're satisfied with the results, save the search.

We suggest naming the saved search as "Individual Lead Migration" or something similar. This will make it easy for others to understand the content or purpose of the saved search with a quick glance.

How to perform the migration

Note: Sales Records created by this utility will trigger any applicable Sales Automated Workflows.

If you haven't already:

• Prepare a list of Individuals for migration in Advanced Search. Utilize the search filters to make sure you include the right ones.
• To prevent servicing agent data from being lost during migration:
  • Go to Settings > Security Groups and review each Security Group. Make sure the View Sales Enablement permission is enabled for the groups that you want to see and edit Sales Records.
  • Go to Settings > Users > Servicing and review each user's Linked Agent. All servicing agents in your Individual Advanced Search must be assigned to the appropriate user as a Linked Agent.

Go to My Agency Settings.

Scroll down or use the search filter to locate and open the Data Utilities setting and select the Lead Migration Utility option.

On the Lead Migration Utility page, select your Saved Search.

Before continuing, keep in mind that all migrated Individuals will be deleted from your account.

When ready, select the Submit button.

AMS+ will start migrating Individuals one record at a time.

Note: AMS+ processes one migration at a time. If you start a migration, you must wait for it to finish before you can start another.

Once a migration is started, you can navigate away from the Lead Migration Utility page and continue about your business in AMS+. The migration will continue to run in the background until it finishes.

New Sales Records will appear in your Record Type list as they are ready and available. By default, your account will start with one Record Type of "Lead". If you have more than one Record Type, AMS+ will use the Record Type marked as "Default" in your Sales settings.

How to revert a migration

You can effectively undo a migration with the Lead Migration Utility's revert function. Please note, a revert will delete all Sales Records that were created from the initial migration and restore deleted Individual Records.

Note: We recommend reverting a migration as soon as you identify an error to prevent potential data loss and discrepancies from users accessing and editing recently migrated records.

To perform a revert:

Go to My Agency Settings > Data Utilities > Lead Migration Utility. In the migration history, find the migration entry you want to revert and select the Revert button.

Note: Only the user who completed a migration can view its history and revert the migration.

A message will appear, asking for confirmation. If you still want to go ahead, confirm the message. In the table, the migration entry's status will change from COMPLETE to REVERTING. You may navigate away from the page while it's in process.

Once finished, the migration entry's status will change to REVERTED.

What data is included/excluded during migration

During the migration process, AMS+ will transfer the Individual's data to its new Sales Record counterpart. Please note that it's not exactly a 1:1 transfer. Certain Individual data fields are not available on Sales Records and so will not carry over.

• Personal Info
  • First Name
  • Last Name
  • Nickname
  • Title
  • DOB
  • Gender
  • SSN
  • Driver's License #
  • Deceased Date
• Client Info
  • Type
  • Status
  • MBI
  • Medicare Part A
  • Medicare Part B
  • Smoker Status
  • Servicing Agent(s)
    • The Servicing Agent must have a Linked User in order for the data to transfer.
    • The Servicing Agent will not be converted to the Sales Record if the Linked User does not have View permissions.
    • If the Servicing Agent is linked to a user and that user does not have View permissions for the converted Sales Record Type, they will not see the newly converted Sales Record.
  • Additional Agent
• Contact Info
  • Email
  • Opt out of emails?
  • Secondary Email
  • Phone Number
    • Cell
    • Home
    • Business
    • Fax
    • Address (only one address will be migrated)
      • If an address is marked as Primary then use that address
      • If no address is marked as Primary use first Home address
      • If no address is marked as Home use first Mailing
      • If no address is marked as Mailing use first Billing
      • If no address is marked as Billing use first Business
      • Otherwise "first" address found
• Lead Info
  • Lead Source
  • Lead Date
  • Other Lead Source
  • Agent/Affiliate
  • Project Code
• Custom Fields
  • Text Fields
  • Text Area
  • Date
  • Dropdown
  • Checkbox
  • Checkbox List
  • Percent
  • Currency
  • Number
• Policies Tab
• Enrollments Tab
• Opps Tab
• Activities
• Notes/Attachments (will not be able to tell if a note was previously pinned)
• Relationships
• Workflows
• Emails
• Messages

Common questions

Is your user not seeing a Sales Record they should have access to?

Go to Settings > Users > Sales and review the user's Record Type permissions. Make sure they have the View and Edit permissions for the Record Types that you migrated the Individual Records into.