XLR8
TargetX
Transfer contacts, activities, and more from XLR8 to TargetX. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to TargetX 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 Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
Salesforce's #1 recruiting and admissions platform
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Built natively on Salesforce Education Cloud platform
"Salesforce's #1 recruiting and admissions platform"
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Ideal for: Colleges and universities seeking a comprehensive CRM for student recruitment, enrollment management, retention, and alumni engagement built on Salesforce.
Built natively on Salesforce Education Cloud platform
Bi-directional integrations with major SIS systems (Banner, Colleague, PeopleSoft)
15+ years of higher education expertise with 90% former higher ed staff
Mobile-first functionality for enrollment teams
Learn more at
targetx.com
See exactly which data objects transfer from XLR8 to TargetX
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to TargetX.
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Prefer email? talk@ambrstack.com
