Switch to Open To Close AI
A better way to work
without starting over.
You've already invested time building your processes. Moving to Open To Close AI shouldn't mean rebuilding everything from scratch. Bring your existing setup with you and start working with more clarity.
Your Existing Open To Close SetupTemplates, fields, roles, and configuration
✓
Open To Close AI
Your familiar processes, in your new workspace
Review Your Imported SetupConfirm everything before working in the new system
Bring your existing setup with you.
Our migration tool is designed to help existing Open To Close customers transfer supported configuration into Open To Close AI, including templates, custom fields, roles, and other workflow settings.
Illustrative selection of supported migration categories. Available items depend on your existing account and migration configuration.
Move the parts of your business that matter.
Select the supported settings and templates you want to transfer. Instead of recreating your workflow piece by piece, you can focus on reviewing and refining it for the new platform.
Make the transition with a clear plan.
Migration works best when you know what you're moving, what needs to be reviewed, and when you're ready to begin working in the new platform. Our import process helps you make that transition in a structured way, without guessing what comes next.
Your Transition Checklist
1
Set up your Open To Close AI accountPrepare your new workspace for migration.
2
Select the information to migrateChoose supported templates, settings, and account configuration.
3
Run the migrationTransfer your selected information into the new platform.
4
Review and refineVerify imported items and adjust your workflows before using them.
5
Start working in Open To Close AIConnect your tools and begin managing transactions.
Built for the way you already work.
Keep the processes that work. Improve the ones that don't. And take advantage of new tools when you're ready.
Keep your processes
Reuse supported templates and configuration instead of recreating your entire operating system.
Organize your workflow
Bring transactions, tasks, dates, documents, emails, and contacts into a centralized workspace.
Add AI when you want it
Use Ollie for document scanning, email analysis, transaction insights, and other supported AI capabilities.
Before you migrate: Supported migration categories do not necessarily include all historical transaction records, documents, or third-party integration data. Review the available selections and verify imported information before making changes in your new workspace. If a migration must be repeated, work completed after the first migration may need to be recreated.