Do you recommend merging these two companies or having multiple v5 instances?
If we go with the export to separate v5 instance and then use the JSON export / import, we can then forward traffic from the v4 instance to the multi company v5 instance, correct?
Will the JSON export/import transfer custom fields?
This worked like a charm! I migrated my v4 instance to a new v5 instance. I then exported the v5 instance to JSON and imported into another v5 instance. Now that v5 instance has two companies. I then set the auto forwarding for the old v4 instance to point to the new v5 instance. Everything seems to be working great.