New accounts migration services

In your CounselMore account under "Business set up" you can upload csv files to import your typical historical client information. You will learn how to do this in your first live training class or you can use self-study to DIY the process. You only need to export your historical client information from your previous provider into excel or csv files. Uploading to CounselMore is easy. Beyond the typical information, you may want to add more detailed per client information into your new CounselMore account. To do that requires the support of our team. Complete the form below to begin your request.

This will tell us what kind of information you'd like to bring over. If we can perform the service in under an hour, the service is free! If the files need to processed and the each details must be mapped from is place on the csv file to where it will land in your account, the process can take longer. Our team will review your needs and get back to you with a quote for services.