Knowledge Base - CRM migration manuals


If you want to keep winning by providing the best software and the best service, we believe in always investing in the non-visible piece as well; the infrastructure. The past 8 months we have been building a completely new top-notch infrastructure based on Azure that allows us to scale up even more easily, helps us further with our internationalization strategy and enables us to deliver even better quality.

This means that in some cases there will also be an impact for you as a partner and for end customers. Therefore, we would like to help you step by step and walk through this migration together. If you want to know exactly what we are going to change, you can click here. In addition, we have clearly indicated in our portal which customers will be impacted and what action is required. We have created an article that can help you with that, for that you can click here. Below, for the CRM packages that require action, you're going to find a manual that tells you what you need to change and how to do it.


In our manuals, we have distinguished between actions to be done before migration and actions to be done after the migration. If an action has to be done before the migration it means that from July 7 there will be a change that will have an immediate impact once the migration has taken place. Therefore, it is necessary to perform this action before the migration so that customers are not affected. If an action has to be performed after the migration then it means that after the migration in time a change will take place that will impact customers. Therefore, it is necessary to perform this action, preferably as soon as possible, after the migration.

Knowledge Base

Note: this action must be carried out before the migration to Azure at July the 7th.If you have an IP whitelist on your Autotask for API traffic or other traffic you need to make some changes in this...
Note: this action must be carried out after the migration to Azure at July the 7th.To link with Smart Stone & Smart Trade, an authorisation based on OAuth2 is done. A Redirect URL must be complete...
Note: this action must be carried out after the migration to Azure at July the 7th. To link the TeleQ application with Bubble, a Webhook URL must be shared with Aurora. Calling this Webhook URL by...
Note: this action must be carried out after the migration to Azure at July the 7th.To link with Tribe CRM, an authorization based on OAuth2 is done. In doing so, a Redirect URL must be completed in th...