The Migrating from Upright Tools guide walks you through the process of moving your existing data and workflows from Upright Tools into FlipperForce — so you can get up and running quickly without starting from scratch.
This migration guide covers the key steps for transitioning your deal analyses, project data, and settings from Upright Tools to FlipperForce, including how to recreate your existing projects, import relevant data, and configure your new workspace to match your existing workflows.
Follow the step-by-step migration guide in order. Start by setting up your FlipperForce workspace and configuring your default settings to match your Upright Tools preferences. Then use the guide to recreate your active projects and analyses in FlipperForce. The included video walkthrough covers the most common migration scenarios.
Switching platforms is only worth it if the transition is smooth. This guide exists to make your move from Upright Tools to FlipperForce as fast and painless as possible — so you can start benefiting from FlipperForce's expanded feature set without losing momentum on your active deals.
