Data Migration

Move your credentialing work into EnrollPilot
without starting over

Bring in spreadsheets, CAQH ProView Save Files, documents, payer statuses, providers, groups, and team structure — and start tracking enrollments faster.

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Migration paths

Three ways to bring your data in

Choose the path that fits your current setup. Mix and match as needed.

Spreadsheet Migration

Import provider rosters from Excel, CSV, or Google Sheets
Map columns into EnrollPilot fields
Bring over payer relationships and enrollment statuses
Validate before go-live

CAQH ProView Save File

Upload CAQH ProView Save Files directly
Extract demographics, licenses, certifications, IDs, and expirables
Create provider profiles faster than manual entry

Assisted / White-Glove

For messy data, split systems, or sensitive transitions
EnrollPilot helps map, validate, and prepare your workspace
Available as needed — not mandatory

How it works

Six steps from old system to live

No matter where your data lives today, the migration path follows the same general flow.

Identify source data

Determine where your providers, groups, enrollments, and documents currently live.

Import or upload files

Upload spreadsheets, CAQH files, or export files from your current system.

Map your data

Map providers, groups, payers, enrollments, documents, and tasks into EnrollPilot.

Validate data

Review imported records with your team before going live to catch discrepancies.

Invite team members

Add your team, configure roles and permissions, and set up notification preferences.

Start tracking

Begin tracking active enrollments, expirations, and tasks from day one.

What can be migrated

EnrollPilot can bring over most of your existing credentialing data, depending on source format and quality.

Provider records

Group records

Payer enrollments and statuses

Expirable documents

CAQH-derived provider data

Team members and roles

Notes and task context — depending on source quality

A note on migration complexity: How smoothly migration goes depends on the quality and structure of your source data. Clean spreadsheets and standard CAQH files import quickly. Messy, fragmented, or multi-system data may need assisted setup. We'll never promise a perfect automated migration from every source — but we'll help you get there.

Ready to move forward?

See how EnrollPilot works for your team, review sample outputs, or talk to sales about a complex migration.