How to Switch from Test Tool to Claude
A step-by-step guide to migrating your data, settings, and workflows from Test Tool to Claude without losing anything. Estimated total time: 1.5–3 hours.
Before You Start
- • Back up all your data from Test Tool before beginning the migration
- • Ensure you have admin access to both accounts
- • Schedule the migration during low-activity hours to minimize disruption
- • Keep both subscriptions active during the transition period (at least 2 weeks)
Migration Steps
Export your data from Test Tool
15-30 minLog into Test Tool, navigate to Settings → Export, and download your data in CSV or JSON format. Make sure to include all projects, contacts, and configuration settings.
Prepare your data for import
20-45 minReview the exported data and map fields to Claude's format. Most tools use similar field names, but check for any custom fields that need manual mapping.
Import data into Claude
15-30 minUse Claude's import wizard (usually found in Settings → Import) to upload your prepared data. Run a test import with a small batch first to verify field mapping.
Verify and configure
30-60 minReview imported data for accuracy. Set up integrations, automations, and team permissions. Configure notification preferences and connect any third-party tools.
Cancel Test Tool subscription
5 minOnce you've verified everything works in Claude, cancel your Test Tool subscription. Keep your account active for 30 days as a safety net before fully deleting.