If you are currently working with another software system, you should be able to export the data into an appropriate format (usually .csv, or "comma separated value" file). We've migrated from just about every system in the market. If you experience any challenges in this area, please contact your on boarding specialist or email us at email@example.com for additional guidance.
The best time to start working on importing your data is immediately after you've decided on what information you wish to keep from your previous system.
Following this, you need to set up all the custom fields in your forms beforehand, so that the system can map the data file (from your previous system) to the right places. See our article on how to Add A Form to learn more.