SmartOffice
GiveCentral
Transfer contacts, activities, and more from SmartOffice to GiveCentral. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to GiveCentral 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
Nonprofit fundraising made simple and secure
GiveCentral is a multi-platform online donation tool for small to mid-size nonprofits that consolidates fundraising, donor management, and communication tools. It offers web and mobile apps for donors and administrators, text-to-give capabilities, and integrates with leading donor databases.
Multi-platform giving (web, mobile, text-to-give)
"Nonprofit fundraising made simple and secure"
GiveCentral is a multi-platform online donation tool for small to mid-size nonprofits that consolidates fundraising, donor management, and communication tools. It offers web and mobile apps for donors and administrators, text-to-give capabilities, and integrates with leading donor databases.
Ideal for: Small to mid-size nonprofits and religious organizations seeking simple, secure online donation processing and donor management.
Multi-platform giving (web, mobile, text-to-give)
Mobile apps for donors and administrators
Integration with leading donor databases
Consolidated fundraising and communication tools
Learn more at
givecentral.org
See exactly which data objects transfer from SmartOffice to GiveCentral
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to GiveCentral.
Explore other popular CRM migrations similar to SmartOffice to GiveCentral
Need to go the other way? We support bidirectional migrations.
GiveCentral → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
