HELP
Migrating from Service Fusion

If the pull fails, and re-running an import

Wrong credentials, an expired consumer secret, or a dropped connection can fail the pull partway through. Conduit shows the error and lets you retry without starting over.

  1. Select Service Fusion.
  2. Enter the Client ID and Client Secret.
  3. Click Connect & Start Import.
  4. See a failed pull.
  5. Click Retry.

Migration Wizard, error and retry: the failed-pull banner with the underlying error message, and the Retry button that starts the pull again on the same session.

You can also safely run the whole migration again from scratch. Conduit uses Service Fusion record IDs to recognize jobs, estimates, and invoices that were already imported, and skips those records instead of creating duplicates.

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