SmartOffice
Workday
Transfer contacts, companies, activities, and more from SmartOffice to Workday. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Workday 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
The enterprise platform for managing your greatest asset: your people
Workday is a cloud-based enterprise software platform specializing in human capital management (HCM), financial management, and workforce planning with AI-powered analytics and unified data architecture.
Unified HCM and financial management platform
"The enterprise platform for managing your greatest asset: your people"
Workday is a cloud-based enterprise software platform specializing in human capital management (HCM), financial management, and workforce planning with AI-powered analytics and unified data architecture.
Ideal for: Large enterprises needing a unified platform for human capital management, financial planning, and workforce analytics with AI-driven insights.
Unified HCM and financial management platform
AI-powered workforce analytics and planning
Continuous innovation with regular updates
Strong talent management and recruiting tools
Learn more at
workday.com
See exactly which data objects transfer from SmartOffice to Workday
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Workday.
Explore other popular CRM migrations similar to SmartOffice to Workday
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
