CRM Data Migration
Migrate your CRM data without losing a single record
Safe, structured migration from legacy systems, spreadsheets, or existing CRMs. Zero downtime, full audit trail, and validation at every step.
What We Migrate From
We have moved data from every major platform
Whatever your source system, we extract, clean, map, and migrate your data into a CRM that actually fits your business.
Salesforce
Full object export including custom fields, relationships, attachments, and activity history.
HubSpot
Contacts, companies, deals, tickets, and marketing data extracted via API with full association mapping.
Microsoft Dynamics
Entity data, workflows, and custom views migrated with business logic preserved where possible.
Spreadsheets
Excel and CSV files cleaned, deduplicated, and structured into a proper relational data model.
Legacy Databases
SQL Server, Access, or proprietary databases reverse-engineered and migrated to a modern schema.
Custom Systems
Bespoke or niche platforms with API access or database export capability. We work with whatever you have.
The Migration Process
Four stages, each validated before we move on
Every migration follows a structured, repeatable process. You approve each stage before we proceed to the next.
Data Audit & Mapping
We catalogue every entity, field, and relationship in your source system. You receive a mapping document showing exactly what goes where.
3 to 5 days
Extraction & Cleaning
Data is extracted, deduplicated, normalised, and transformed. We flag anomalies and resolve them with your team before loading.
1 to 2 weeks
Test Migration & Validation
A full dry run into a staging environment. Your team validates the data, reports discrepancies, and we resolve them.
1 week
Go-Live with Rollback Plan
Production migration executed with a documented rollback plan. Parallel running period until your team confirms everything is correct.
1 to 3 days
What Makes It Safe
Built-in safeguards at every step
Full Audit Trail
Every record transformation is logged. You can trace exactly what happened to any piece of data from source to destination.
Validation Reports
Automated comparison reports after each migration run. Record counts, field-level checks, and referential integrity validation.
Parallel Running Period
Both systems run side by side until your team is confident the new system is correct. No cliff-edge cutover.
Rollback Capability
A documented rollback procedure tested before go-live. If anything is wrong, we revert to the previous state without data loss.
GDPR-Compliant Handling
Personal data handled in accordance with UK GDPR throughout the migration. Data processing agreements in place before we touch your data.
Encrypted Transfer
All data transfers encrypted in transit and at rest. No unencrypted exports sitting on shared drives or in email attachments.
Start Your Migration
Ready to move your data safely?
Book a free migration assessment. We will review your source system, estimate the effort, and give you a clear plan with fixed pricing.
Plan Your Migration