SmartOffice
Blackbaud
Transfer contacts, companies, activities, and more from SmartOffice to Blackbaud. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Blackbaud migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
Fundraising and relationship management platform
Blackbaud CRM is an enterprise-level constituent relationship management platform designed for nonprofits, educational institutions, and healthcare organizations. It provides comprehensive fundraising tools, donor management, constituent data management, and advanced analytics for managing complex relationships at scale.
Enterprise-grade fundraising capabilities
"Fundraising and relationship management platform"
Blackbaud CRM is an enterprise-level constituent relationship management platform designed for nonprofits, educational institutions, and healthcare organizations. It provides comprehensive fundraising tools, donor management, constituent data management, and advanced analytics for managing complex relationships at scale.
Ideal for: Large nonprofits and institutions requiring enterprise-level fundraising, donor management, and constituent relationship management.
Enterprise-grade fundraising capabilities
Comprehensive constituent data management
Advanced segmentation and analytics
REST and SOAP APIs with SDK support
Learn more at
blackbaud.com
See exactly which data objects transfer from SmartOffice to Blackbaud
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Blackbaud.
Explore other popular CRM migrations similar to SmartOffice to Blackbaud
Need to go the other way? We support bidirectional migrations.
Blackbaud → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
