Use this to move your existing (legacy) DealMachine account over to new DealMachine. We've already created your new account — including your team, plan, and usage balance — so you don't need to sign up again or re-enter your plan. The whole process takes just a few minutes.
At a glance: sign in with your email, set up how you'll log in, import your lists and routes, and start using DealMachine.
Step 1: Sign in for the first time
Your new DealMachine account (with your team and current plan) is already set up. Go to https://dealmachine.com/sign-in, enter your email address, and click Continue.
Your old DealMachine password won't work in the new version — this is expected, for security reasons. To get in the first time, either:
Click Forgot Password to create a new password, or
Click Use another method to sign in with an email link or a one-time code.
Step 2: Choose how you'll sign in going forward
Once you're in, set your preferred sign-in method. You can:
Create a password
Connect your Google account
Connect your Apple account
Next time, you'll use whichever method you set up.
Step 3: Transfer your lists and routes (one time only)
This is the step to pay attention to. The first time a team admin signs in to new DealMachine, you'll be offered a one-time import that brings your team's lists and routes over from the legacy platform.
When you run the import, your lists keep their names, your trashed leads are preserved so nothing is lost, and you'll see a summary confirming what will be imported. The import runs only once and won't create duplicates.
Important: Run the import when you're first prompted. If you skip it, you will not automatically get another chance to bring that data over — so you'll be asked to confirm before skipping.
What transfers, and what doesn't
The import covers your lists and routes (plus preserved trashed items). Some other data — like individual leads, custom fields, tags, and notes — works differently in new DealMachine and doesn't transfer the same way.
Check that everything came over
Once you're in, take a moment to confirm you see: your organization and team members, your current plan, your billing and invoice history, and your usage balance. Your usage limit and remaining balance are set to match what you had in the legacy platform, so you're not starting over or losing anything.
Using both versions during the transition
While you get comfortable, you're welcome to keep using the legacy platform too. Your usage balance stays in sync between the two versions in near real-time, so you always see one accurate balance and are never double-charged for the same action.
Note: you can only be actively signed in to one version at a time — opening one will sign you out of the other.
On the mobile app
On mobile, you'll first land on the Map after signing in. To reach the Transfer Your Data page, tap Account — it won't open automatically.