Source data and quality review
Review the source records, format and data quality to define what can be moved reliably.
CRM SOLUTIONS / CRM DATA MIGRATION
CRM data migration
Move the information that matters with a plan.
Prepare and migrate agreed customer records from an existing source into your target CRM with mapping and validation steps.
Discuss your project ↗WHAT WE CAN HELP WITH
What your project can include.
Use these areas to assess your requirements. Your proposal will confirm the deliverables, responsibilities and acceptance criteria.
Field mapping and duplicate-handling rules
Map source fields to the target CRM and agree how to handle duplicates and incomplete records.
Trial import and record validation
Run a trial import and compare representative records before committing to the full move.
Agreed migration and reconciliation checks
Carry out the agreed migration and reconcile record counts and important fields against the source.
BEFORE YOU COMMIT
Plan with confidence.
Migration needs authorised access and a source backup. We agree on included record types, historical data, downtime and rollback options before the move.
Bring these to the first discussion
- Your business goal and intended audience
- Your current website, app or system, if applicable
- The features or problems that matter most
- Your budget range and preferred launch date
Please share descriptions first. Do not send passwords or sensitive customer records through the enquiry form.
PROJECT QUESTIONS
Before we get started.
Can every historical record be migrated?+
That depends on source formats, data quality and the target platform. We define included records and fields, test a sample import and document exclusions before the full migration.
Can this work with my existing setup?+
We first review the platform, available access and required integrations. Compatibility and any limitations need to be confirmed before the final scope is agreed.
How do we start?+
Send a short description of your goal and current setup. The enquiry form will preselect CRM solutions and include CRM data migration in your project brief. We can then clarify requirements and discuss the next step.