Export your data. Drop the file. AI maps every column. One click to import.
Our CRM Migration Wizard auto-detects the source platform, maps your columns with confidence scores, dedupes against your existing data, and imports 7 data types — all in a single 3-step flow. Free.
The AI Migration Wizard is currently Live in Beta. We've tested it extensively on real Buildertrend, JobTread, and CoConstruct exports, but we strongly recommend running dry-run mode first to preview the full import before committing anything to your tenant. Found something weird? Email support@cornerstonepm.ai and we'll fix it fast.
Drag in your export — CSV, Excel, or full ZIP straight from your old platform. Up to 15 files per ZIP supported.
Source CRM is auto-detected. Every column is mapped to the matching Cornerstone field with a confidence score. Review, edit, override anything.
Run dry-run to preview, then commit. Duplicates are caught, relationships are stitched, and your team is in business.
Auto-detected on upload. The AI knows which platform exported the file and routes it through the right pipeline.
Full platform export — vendors, jobs, leads, POs all auto-mapped.
CRM, customer, and job exports recognized and routed automatically.
Legacy CoConstruct exports parsed and mapped into Cornerstone's data model.
No source CRM? Drop any CSV or Excel file — the AI maps columns by content.
One pipeline handles all the core records you need to start operating in Cornerstone on day one.
Subs and suppliers with trades, contacts, and pricing relationships intact.
Lots, addresses, models, and plan assignments — duplicate-detected by address + lot + community.
Subdivisions and developments with their full lot inventories.
Team members and roles, deduped by email so you don't re-invite anyone.
Sales pipeline contacts with stage, source, and assigned salesperson.
Open work items, assignments, and due dates carry over to the schedule.
Active and historical POs land linked to the right vendor and home.
Buildertrend onboarding is months long. Newstar implementation runs into 5 figures. Our AI Migration Wizard runs in minutes — and it's free.
Export from your old platform → drop in the file → AI maps it → click import. Hours, not months. No consultants. No data hostages.
Eight capabilities that make this work for real production data — not just demo CSVs.
Drop a file and the wizard recognizes Buildertrend, JobTread, CoConstruct, or generic spreadsheet exports automatically. No "select your platform" friction.
Every column gets matched to a Cornerstone field with a visible confidence score. You see exactly what the AI is sure about and what to double-check.
The mapping is fully editable — override any column, skip a row, or remap a field. Nothing imports until you click commit.
Vendors deduped by email/name. Homes by address + lot + community. Users by email. Re-running an import won't double up your data.
Run the entire pipeline against your data without writing anything. Get the full preview — what would import, what would dedupe, what would fail — before you commit.
Most CRM exports are ZIP archives with 5-15 CSVs inside. Drop the ZIP — the wizard splits it, classifies each file, and runs the right pipeline per data type.
Powered by GPT-4o-mini at roughly $0.002 per file. We don't charge for migration — your data is yours, getting it in shouldn't cost anything.
Vendors, homes, communities, users, leads, tasks, purchase orders. One wizard, all of them — not seven different import tools.
The wizard runs on GPT-4o-mini at roughly $0.002 per file. We absorb that cost. You pay nothing for migration — ever.
Your data is yours. Getting it in shouldn't be a profit center.
Common questions about migrating from Buildertrend, JobTread, CoConstruct, or generic spreadsheets.
Request beta access, drag in your export, and be operating in Cornerstone the same day.