Switching from Loxo

What you can move to Symphonee today, how to export it from Loxo, and what stays behind.

Bring over your Loxo people with a CSV export, then check what transfers and what stays behind.

Import your people yourself: the preview shows how each column maps before anything is saved, and for 7 days you can undo the people an import created.

Enterprise plans include migration help: we review your export, map its columns to Symphonee fields and run a test import with you.

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Export from Loxo

  1. Export the people you want to move from Loxo as a CSV file.
  2. What you can export depends on your Loxo permissions. For a complete database export, ask your Loxo administrator or Loxo support.
  3. Keep the column names as exported. If a cell holds several emails or phone numbers, they are split into separate contact details.

Import into Symphonee

In Symphonee, open People, choose Import and drop the CSV. The preview shows the field detected for each column; assign or leave out any column it did not recognize, then import.

What transfers

Name, emails, phones, job title, company, LinkedIn URL, location and tags. Columns named name (or first name and last name), emails, phones, current_title, current_company, linkedin_url, location and tags map automatically.

Known gaps

Notes history, resumes on file, and deal and pipeline data do not transfer.

Accounts, jobs and CVs

Import CVs as PDF or DOCX in the same dialog to rebuild parsed profiles. Accounts import from a CSV of company names or websites, and jobs from a CSV with title, company, location and description columns or from job description files (PDF, DOCX or TXT).

After the import

  • Exact email or LinkedIn matches merge into the existing person. Likely duplicates are queued for your review instead of creating silent copies. For 7 days you can undo an import, which removes the people it created that have not been edited or used since.
  • Columns Symphonee does not recognize are skipped rather than imported. The import preview shows the field detected for each column, and you can reassign or leave out a column before you import.
  • If you ever leave, you can export people, accounts, jobs, placements and history at no cost.