Product Library — Growth, Leads & Solutions
Move the book without breaking it: imports and migrations run under the Safe Import discipline — verified, suppressed, and silent until proven.
What it is
CRM import and migration moves a business's existing contacts — from spreadsheets, old CRMs, email lists — into the Logix workspace safely: deduplicated, field-mapped, verified in the record, and with every protection in place so importing never triggers a message storm.
What it does
The safe import discipline governs every load: suppression and consent honored first, a test batch verified in the CRM itself before the full load, and proof — counts and spot-checks — that what landed matches what was sent. No surprises, no accidental campaigns.
How it fits the Logix system
Every established business has a book somewhere. Migration is how the book comes home to the workspace — and in Logix, it's done under contract-grade care, because a bad import is the fastest way to burn a list and a reputation.
Run per business under the Safe Import discipline — non-negotiable steps.
CRM Import & Migration — Move the Book Safely
Importing a contact list is the highest-risk five minutes in CRM work. Logix migration runs under the Safe Import discipline: suppression first, test batch verified in the record, full load proven by counts. This film explains the care — and why it's non-negotiable.
Chapters: 0:00 The highest-risk five minutes · 0:14 Suppression and consent first · 0:37 Test batch, verified in the record · 0:58 The book comes home, intact
The film's full narration script and this product's podcast episode script are written and in the production queue; the finished film and episode will play here.
Every product in this library runs on one standard. A pilot is still the way in.