01 — The problem
Moving the mess to a new system.
A CSV export and import moves records but breaks relationships: contacts lose their accounts, deals lose their owners, and notes and files stay behind.
Duplicates and bad data move too. Cleaning after go-live is harder because users are already working in the new system.
02 — What we build
What the engagement delivers.
Mapping document
Every source object and field mapped to the target, with transformations and picklist value maps, signed off before load.
Cleansing
Deduplication rules on email, phone and company domain, normalisation of names and phone formats, and inactive records archived.
Relationship preservation
External IDs keep accounts, contacts, deals, tickets and custom objects linked across systems.
History and files
Notes, emails, calls, tasks and attachments migrated where both APIs allow, with original dates and owners.
Two test loads
Full test loads into a sandbox with reconciliation counts per object, then a scheduled production cut-over and delta load.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Target system fields and picklists
- User and owner mapping
- Sandbox environments
Custom development
- Extraction and load scripts using bulk APIs
- Deduplication and matching logic
- Attachment migration
- Reconciliation reports
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Mapping document
- Migration scripts
- Reconciliation reports per load
- Archive of the source export
FAQ
Questions about data migration.
Can email and activity history be migrated?
Usually, if the source allows export and the target allows import through its API. We confirm per object during mapping.
How do you avoid downtime?
Most data is loaded ahead of time; at cut-over we freeze the source briefly and load only changes since the last test.
What about duplicates?
We agree rules, run them on the source, and give you a review list for uncertain matches before loading.
Which systems can you migrate between?
Zoho, HubSpot, Salesforce, Dynamics 365, Odoo, Pipedrive, Bitrix24, Freshsales and spreadsheets, among others.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about CRM data migration & cleansing.
We have started the message for you. Add what you run today and we will reply within one business day.