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Moving Day / Move off Podio

Move off Podio. Lose nothing.

Years of leads live in Podio apps, with the real history in comments and tasks on each item. We move all of it and prove the count.

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What moves

  • Lead and deal items, with every field you map
  • Comments on lead and deal items, as notes
  • Tasks, with due dates and who owns them
  • Pipeline stages and owners
  • Web forms and webhooks rewired, when the destination is OfferDesk

What stays behind, and why

  • Files and attachments, which do not move; we note what we find in your handover notes
  • Podio's own workspace settings and app layouts, which do not exist outside Podio

How access works

  • You invite movers@barakatlabs.com into the workspace. No password changes hands.
  • At handover we leave the workspace, and the report tells you to confirm it.

Every record counted, before and after

Your move ends with a reconciliation report: each object counted before and after, and a named reason for every difference. Then we hand the keys back and delete our copies, with the time of each deletion in the report.

Questions

Do comments come across?

Yes. Comments on lead items arrive as notes on that lead, and comments on deals land on the deal's lead when the deal links to one. The report counts them before and after, and names any that have no lead.

How do I know nothing was lost?

Every move ends with a reconciliation report: each object counted before and after, and a named reason for every difference, such as a test record you asked us to leave out.

Where can the data go?

Into an OfferDesk workspace, with forms rewired and automations rebuilt, or into clean CSV files, one per object, for any tool you choose. The price is the same either way.

How long does it take?

One week as standard, or 48 hours on rush. The clock starts once the deposit is paid and we have working access.

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