Access to Both Kolleno Accounts
We will create a new Kolleno account linked to your new ERP system while keeping your existing account accessible. This setup allows your team to:
Use the new account for current and future operations
Refer to the old account for historical logs and notes
Avoid risks associated with transferring customer notes across systems with differing references and unique identifiers
Note: We do not migrate historical notes or activity due to the high risk of mismatched data from differing ERP identifiers.
What Will Be Migrated
Kolleno will:
Copy email templates, workflows, and portfolios from the old account to the new one
Ensure automation rules are preserved
Transfer your email address and phone number to the new environment once you're ready to switch
Transition Timeline
To ensure a smooth transition, we recommend the following steps:
Gain access to the new Kolleno account
We will notify you once it’s ready to use.Review and validate templates, workflows, and portfolios
Confirm that everything has been copied across as expected.Continue using the old account for reference
Keep the original account accessible for historical data and activity lookup.Notify Kolleno well in advance before switching
Let us know when you’re ready to go live in the new environment. We recommend notifying us at least 5 business days in advance.We’ll move your contact details (email and phone)
These will be disconnected from the old account and connected to the new one on the agreed date.Begin using the new account exclusively
Once the switch is complete, you can retire the old account operationally while keeping it accessible for reference.