If you’re considering migrating from Survey123 to Fulcrum but are concerned about potential challenges or disruptions, we’ve got you covered. Our comprehensive data sheet is designed to help you navigate the transition smoothly. This ensures that your operations continue seamlessly as you explore the benefits that Fulcrum has to offer.
What will you learn?
In this data sheet, we’ve distilled the migration process into clear, actionable steps. Here’s a taste of what’s inside:
- Strategic planning. We break down the initial steps, including conducting a thorough needs analysis and creating a detailed project timeline. Understanding what you want to achieve with Fulcrum is crucial, so our guide helps you set the right goals from the start.
- Data migration essentials. One of the biggest challenges in any migration is ensuring you handle your data correctly. We explain how to map your Survey123 fields to Fulcrum’s structure, clean your data to remove duplicates and errors, and prepare it for import. These steps are crucial for maintaining data integrity and consistency throughout the process.
- Leveraging Fulcrum’s features. Once you migrate your data, it’s time to take advantage of Fulcrum’s advanced features. We’ll show you how to recreate your Survey123 forms in Fulcrum, convert proprietary scripts for compatibility, and streamline workflows using Fulcrum’s built-in tools
- Training and support. A successful migration doesn’t end with data transfer. Our data sheet emphasizes the importance of training your team and providing ongoing support to ensure everyone is comfortable and confident using Fulcrum. We also include tips on setting up support channels and resources to address any issues that may arise during the transition.
Guidance for migrating from Survey123 to Fulcrum
Ensuring a successful migration is our priority, and this data sheet provides the practical advice you need. After reading, our Professional Services team will walk you through every step of the process, offering support and expertise to make your transition smooth. Download our data sheet today!
