Client records will appear here after the first legacy import.
Dashboard
Legacy Base4PRO import is required before operational use.
Import required
Import your legacy Base4PRO data first.
This looks like a fresh Client360 run. Import from the legacy Base4PRO DB before using dashboard data.
Mode
Pre-import
Source
Legacy Base4PRO
Import
Not run yet
Operational order data should come from the Base4PRO import, not this empty shell.
Legacy dialog history will be converted into notes and timeline entries during import.
What to do now
- Verify the legacy Base4PRO connection is configured.
- Run the full import once from the dashboard or Settings.
- Use validation after import if you need a quick check.
Start legacy import
- Use the main import button below for the first run.
- Open Settings for dry runs, targeted reimports, and logs.
This runs the full legacy import.
Choose a migration action to begin.