New accounts migration services

In your CounselMore account under Settings > Business Setup you can upload csv files to import your typical historical client information. You will learn how to do this in your first live training class or you can use self-study to DIY the process.

You only need to export your historical client information from your previous provider into excel or csv files. Uploading to CounselMore is easy.

Beyond the typical information, you may want to add more detailed, per-client information into your new CounselMore account. To do that requires the support of our team. Complete the form below to begin.

This will tell us what kind of information you'd like to bring over. If we can perform the service in under an hour, the service is free! If the files need to more rigorous modifications the process can take longer. Our team will review your needs and get back to you with the next steps before we proceed.

NEXT STEPS

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