TekMatix Help Blog

Search Help Categories

Use the search bar below to look for help articles you need.

Seamless Account Migration with Tekmatix: Effortlessly Transfer Your Data and Services

Seamless Account Migration with Tekmatix: Effortlessly Transfer Your Data and Services

April 28, 20251 min read

Seamless Account Migration with Tekmatix: Effortlessly Transfer Your Data and Services

Thinking of moving to Tekmatix but worried about losing your setup, domains, phone numbers, and contacts? You can migrate your entire account over to Tekmatix—seamlessly and completely.

👉 Reflect Today: Are you staying stuck with a platform that’s not serving you just because the idea of moving feels too hard?

Here’s how to migrate your account with ease:

1️⃣ Everything Transfers Over

Yes, everything—your phone number, connected domains, dedicated email sending domains, contacts, conversations, workflows, and more. It all moves over exactly as it is.

2️⃣ Ask for the Agency Relationship ID

We’ll provide you with our Tekmatix Agency Relationship ID. Give this ID to your current digital agency and request them to migrate your sub-account to Tekmatix.

3️⃣ Migration Takes Minutes

They’ll initiate the transfer, we’ll approve it, and within 2–5 minutes, your full account will be sitting inside Tekmatix—no data loss, no re-setup stress.

4️⃣ Prefer a Clean Slate?

No problem! You can also delete everything on your old system and start fresh with Tekmatix. Just remove your domains, re-connect them inside Tekmatix, verify, and you’re good to go.

💡 Want help migrating to Tekmatix and getting fully set up for success? Join Tekmatix Today - https://tekmatix.com/

#BusinessMigration #Tekmatix #CRMTransfer #AutomationTools #LegendsLab

Tekmatix migrationSeamless CRM migrationMove to TekmatixTekmatix account setupTekmatix data transferEffortless platform transferCRM account migrationMigrate CRM to TekmatixBusiness automation migrationHow to move CRM systems
Back to Blog

BECOME A TEKMATIX AFFILIATE

Copyright ©

2024 TekMatix. All rights reserved | [email protected]