Compare what your systems contribute to one inventory
Inventory nine business systems by record groups, observed history, identifiers, attachments and export boundaries before comparing buyer interests.
Software names are a useful starting point, but they are not an inventory. Separate the records a system may hold from the records your account still contains and the fields its chosen export actually preserves. Use these guides to turn familiar tools into specific collection descriptions.
Build your own inventory →System inventory guides
Google Workspace records in a connected inventory
Describe Google Workspace email, files and other records as separate inventory groups, with observed dates, message references and document connections.
Explore the guide ↗Microsoft 365 records in a connected inventory
Inventory Microsoft 365 mailbox, Teams and SharePoint records separately. Inspect scope, references and the difference between package expiry and history.
Explore the guide ↗Slack records in a connected inventory
Inventory Slack messages, threads and file references. Inspect channel scope, observed history and the links connecting discussions to actual work.
Explore the guide ↗QuickBooks Online records in a connected inventory
Inventory QuickBooks Online reports, transaction records and supporting documents separately. Inspect invoice, order and payment references before joining them.
Explore the guide ↗Salesforce records in a connected inventory
Build a Salesforce inventory separating current records, activities, histories and files. Inspect object IDs and relationships rather than joining on names.
Explore the guide ↗HubSpot records in a connected inventory
Separate HubSpot current records, property history, activities and associations in a connected inventory. Inspect Record IDs and saved change dates.
Explore the guide ↗ServiceTitan records in a connected inventory
Inventory ServiceTitan job, visit, note, photo and invoice relationships. Preserve job and visit IDs and inspect the output your account provides.
Explore the guide ↗Procore records in a connected inventory
Inventory Procore project archives by chosen tools, revisions, statuses and decision references. Compare project membership with a specific change trail.
Explore the guide ↗AppFolio records in a connected inventory
Build an AppFolio maintenance inventory using request, work-order, visit and bill references. Keep Owner Portal report exports separate from manager capability.
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