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Switch to Catchpole in Days, Not Months
Migrate your entire debt collection operation with zero downtime, zero data loss, and a dedicated migration specialist by your side every step of the way.
Schedule a Migration Consultation
What We Migrate
Every piece of your existing data comes with you — nothing gets left behind.
Debtor & Customer Records
All contact details, demographics, and account information.
Claim & Account Data
Open claims, balances, statuses, and full account history.
Payment History
Complete transaction records and payment arrangements.
Contact & Communication History
Call logs, emails, letters, and SMS records.
Documents & Attachments
Contracts, correspondence, and supporting files.
Agent Accounts & Teams
User roles, team structures, and permissions.
How It Works
A simple, proven three-step process that keeps your operation running smoothly.
Export
We provide export templates or connect directly to your current system. You don't need to wrangle data yourself — we handle the heavy lifting.
Import & Verify
We map your data fields to Catchpole's structure and import everything into a staging environment. You review and approve before anything goes live.
Go Live
Run both systems in parallel if you prefer, then cut over to Catchpole when you're confident. Your team stays productive throughout.
Supported Import Formats
No matter how your data is stored today, we can bring it into Catchpole.
CSV & Excel
Standard spreadsheet formats with automatic field mapping.
QuickBooks
Direct import from QuickBooks Online and Desktop.
Industry Platforms
Pre-built connectors for major collection software providers.
Custom Formats via API
Proprietary or legacy systems handled through our REST API.
Dedicated Migration Specialist
This isn't self-service. Every migration is led by a dedicated Catchpole specialist who manages the entire process — from initial data audit through go-live and beyond.
- They learn your business and data structure
- Handle all the technical details for you
- Ensure your team is fully trained before cutover
Frequently Asked Questions
How long does migration take?
Most migrations complete in 1-2 weeks, depending on data volume and complexity. Simple CSV imports can be done in days. We'll give you a firm timeline after reviewing your data during the initial consultation.
Will there be downtime?
No. We run the migration in parallel so your team keeps working in your current system until Catchpole is fully verified and ready. There's no gap in your collection operations.
What if our data format is custom?
We handle custom and proprietary formats regularly. Our migration team will build a custom mapping for your data structure, and you'll review everything in staging before it goes live.
Can we run both systems in parallel?
Absolutely. We recommend a parallel run period where your team uses both systems. This lets you verify everything works as expected before fully committing to the switch.
Get the Free Collection Growth Kit
- The Debt Collection Software Buyer's Checklist
- 5 Signs You've Outgrown Your Collection Platform
- 3-day email mini-course on improving collection rates
Ready to Make the Switch?
Talk to our migration team and get a personalized plan for moving your data to Catchpole — no commitment required.
Get the Free Collection Growth Kit
3 free resources delivered straight to your inbox:
- The Debt Collection Software Buyer's Checklist
- 5 Signs You've Outgrown Your Collection Platform
- 3-day email mini-course on collection rates