[Setup]
DataImport
Move people, leads, and active work into OORG without fragmenting ownership or history.
Version
v2.1.0
Last Updated
Mar 2026
Author
OORG Data Team
Import Strategy
The import flow is built to bring the business into OORG with enough structure to avoid post-migration cleanup.
Common import sets
- Employees and reporting structure
- Leads and active opportunities
- Current projects and milestone states
- Leave balances and attendance history
Good practice
Validate ownership and status mapping before final import so teams start with trustworthy data.
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