Source
eMoney

eMoney

Destination
Swoogo

Swoogo

CRM MigrationStarting at $500

Migrate from eMoney to Swoogo

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from eMoney to Swoogo. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your eMoney to Swoogo migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

eMoney vs Swoogo

A quick look at both platforms to help you understand your migration path

Migrating from
eMoney

eMoney

Complete financial planning system

eMoney Advisor is a comprehensive financial planning platform acquired by Fidelity that empowers financial advisors and wealth managers to deliver comprehensive client experiences and strengthen client relationships. It provides planning tools, account aggregation, and interactive scenarios for advisors.

Founded 2000
Radnor, PA
Best for
Mid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Planning+1 more
Top Strength

Comprehensive financial planning capabilities including retirement and estate planning

Migrating to
Swoogo

Swoogo

Event management software that works the way you do

Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.

Founded 2015
Los Angeles, California
Best for
Small BusinessMid-MarketEnterprise
Industries
TechnologyEnterpriseMedia+2 more
Top Strength

Unlimited conditional logic and custom registration fields

Your New CRM

Why Swoogo is a great choice

Swoogo

Swoogo

"Event management software that works the way you do"

Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.

Ideal for: Event professionals seeking a highly customizable platform with unlimited registration logic, strong marketing tools, and user-based pricing without hidden fees.

Unlimited conditional logic and custom registration fields

Native Zoom integration for hybrid events

Industries
TechnologyEnterpriseMedia+2
Best For
Small BusinessMid-MarketEnterprise

15-minute average support response time

User-based pricing with unlimited events and registrations

Learn more at

swoogo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from eMoney to Swoogo

eMoney
Swoogo
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

eMoney to Swoogo Migration FAQ

Common questions about migrating from eMoney to Swoogo.

Related Migration Paths

Explore other popular CRM migrations similar to eMoney to Swoogo

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Swoogo → eMoney

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com