Switch to Axiom
A clearer way to change software.
There is no universal one-click import. The useful work is understanding your current setup, mapping the records you need, and checking a sample before anyone depends on it.
- Last verified
- 2026-09-15
- Method
- Export, map, trial import
- Live connectors
- None claimed
What can move, and into which product.
A starting conversation, not a green board of finished connectors.
- Relationships
- Companies, contacts and opportunities from a CRM export.
- Agreements
- Finished files and their original evidence, for reference.
- Delivery
- Boards mapped to projects, owners and dates.
- Conversation
- Channels attached to customers, projects and agreements.
From the tools you have to a checked cutover.
Last verified 2026-09-15. Rollback is not published as a one-click product behaviour.
Current setup
Describe the tools you use today, who owns them, and which records matter. Axiom does not need your incumbent passwords on this website.
Methods
Most moves start with a file export and a field map. There is no universal one-click import, and no published live connector for Salesforce, HubSpot, Slack, DocuSign or Monday.
Assessment
We look at object types, owners, custom fields and history. Sample rows on this site are illustrative, not a guarantee that your tenant will import cleanly.
Mapping
Owners, stages and custom fields need an agreed map before a trial import. Unmapped fields stay out rather than being guessed.
Trial import
A limited sample is reviewed against the field map — contacts, opportunities, agreements, projects or conversations, depending on the workflow.
Validation
Check counts, ownership and a handful of records by hand. Exceptions stay listed instead of being silently dropped.
How those records typically move.
Salesforce, HubSpot, Slack, DocuSign and Monday usually start as an export and a field map.
- Salesforce
- Customer export, then a field map Not a live Axiom connector. Relationships, owners, custom fields and history need review.
- HubSpot
- Customer export, then a field map Not a live Axiom connector. Activity history is not promised in full.
- Slack
- Workspace export, if you can produce one Private messages, private channels and files are not assumed to be exportable.
- DocuSign
- Copy of completed files and the original evidence Finished files are not newly signed by Veritas. In-progress envelopes are not a published import.
- Monday
- Board export for later review Statuses, comments and attachments need a field map before a board comes across.
These are different jobs.
A file import copies records. An ongoing integration would keep two systems in step. Workflow recreation and training are separate from the data move.