CRM Migration
Move platforms without losing your history
Most migrations fail on the fields nobody mapped and the notes nobody checked. We migrate in staged batches, verify a test set with you first, and hand over a field-mapping document you can actually read.
You probably need this if…
- You’ve outgrown your current CRM and the export looks terrifying
- A previous migration lost notes, owners or activity history
- You have custom fields with no obvious equivalent in the new platform
- You want the mess cleaned during the move, not carried across
- Your last import created thousands of duplicates
| Source field | Type | Populated | Issue |
|---|---|---|---|
| company_nm | text | 98% | Inconsistent casing |
| cust_stage | picklist | 64% | 12 unmapped values |
| last_contact | text | 71% | 4 date formats |
| notes_legacy | longtext | 42% | No target field |
| Target field | Type | Mapped from | Records | Status |
|---|---|---|---|---|
| Company name | single-line | company_nm | 5,842 | Migrated ✓ |
| Lifecycle stage | dropdown | cust_stage | 5,842 | 12 values mapped ✓ |
| Last contacted | date | last_contact | 4,148 | ISO-8601 ✓ |
| Notes | rich text | notes_legacy | 2,453 | Preserved ✓ |
What you get
Everything included, every time
Deliverables
- Full field audit of the source system
- Field-mapping document agreed before we start
- Custom field translation and picklist mapping
- Contact, company, deal and activity history
- Notes and attachments preserved
- Owner and assignment mapping
- Deduplication during the migration, not after
- Staged test batch approved by you first
- Post-import verification report
- Rollback plan and source data retained until sign-off
How a migration actually runs
- Field audit — we inventory every field in the source, how populated it is, and what shape the data is really in. This is where most migrations are won or lost.
- Mapping document — you approve a written source-to-target map, including what happens to fields with no equivalent, before any data moves.
- Test batch — a representative sample of 50–100 records is migrated and checked by you against the live system.
- Staged full run — the rest moves in batches with verification between each, so a problem never affects the whole dataset.
Proof
We’ve done this before
Pricing
Fixed scope. Fixed price.
No hourly billing, no scope creep. If the work grows, we quote again before we start.
Single-source
One clean export into one destination.
- Up to 2,500 records
- Field mapping document
- Contacts & companies
- Test batch approval
- Dedupe during migration
- 4–6 day turnaround
Full migration
Deals, history and custom fields included.
- Up to 10,000 records
- Everything in Single-source
- Deals & pipeline stages
- Activity history & notes
- Custom field translation
- Owner mapping
- Post-import verification
Multi-system
Several sources consolidating into one platform.
- Unlimited records
- Everything in Full migration
- Multi-source consolidation
- Conflict resolution rules
- Phased cutover plan
- NDA + SLA agreement
- Named account contact
Larger volumes are negotiable — message us for a custom quote.
Questions
About this service
Will we lose our activity history?
Not if it exists in the export. Notes, emails, call logs and task history migrate wherever the destination platform supports them. Where it does not, we tell you before the project starts rather than after.
How do you handle custom fields with no equivalent?
They go in the mapping document with a proposed destination — usually a new custom field, sometimes a merged note. You approve every decision before anything moves.
Can you clean the data during the migration?
Yes, and we recommend it. Migrating dirty data just moves the problem. Deduplication, standardisation and validation are included in every tier.
What happens if something goes wrong mid-migration?
We migrate in staged batches with verification between each, and we retain the source export untouched until you sign off. A problem affects one batch, never the whole dataset.
How long does a typical migration take?
A single-source move of a few thousand records is usually 4–6 days. A full migration with deals and history is 1–2 weeks. Multi-system consolidations are scoped individually.
Often booked together
Get a fixed-price quote within one business hour
Send your file or just describe the problem. We’ll tell you exactly what it would take to fix — no obligation.
Last reviewed · We review every page quarterly for accuracy.