Bring your existing assessment templates from Lifecycle Insights (LCI) into Lifecycle Manager X (LMX) in a few clicks. Our new in-app migration tool securely moves LCI assessment templates into LMX so you can standardize client conversations faster.
- Assessment template title (with migration date)
- Assessment questions and selectable responses
- Response weights for scoring
Save time by reusing trusted assessments and preserving their structure and scoring so you can adopt LMX faster with no rework.
How it works
Open the migration tool in LCI: In Account Settings (LCI), start a new assessment template migration. You must be both an LCI admin and an LMX admin, using the same email address, to link your accounts.
Pick what to move and who gets notified: Select one or more templates with status Ready, then choose the notification email to receive completion updates.
Let it run (asynchronously): The migration runs in the background. Check statuses at a glance.
Review in LMX: In Lifecycle Manager, go to Assessment Settings, then Custom Templates, look for items labelled “Migrated from LCI – [date]”. Open any template to confirm questions, responses, and weights have carried over.
Read detailed instructions in our Knowledge Base.
More LCI to LMX migration tools coming soon
Additional migration coverage for Assessment Events is planned for next month. Stay tuned!
Have feedback or need help? Reach out to Support include the template name and the migration status you’re seeing, and we’ll jump on it.