Integrations & Data

Data Migration & CRM Consolidation

Move or merge CRM data cleanly, from legacy systems, spreadsheets, or multiple orgs into a single Salesforce foundation.

Start a project Read FAQ

What it does

We plan and execute CRM data migrations and consolidations: mapping fields, cleansing duplicates, validating records, and loading data into Salesforce so your team starts on a foundation they can trust. Whether you are replacing a legacy CRM, merging two orgs, or moving off spreadsheets, we handle the messy middle.

What's included

Migration planning and field mapping
Data cleansing and deduplication
Test loads and validation
Cutover and rollback planning
Post-migration reconciliation

Ideal for

Teams replacing a legacy CRM with Salesforce
Companies merging multiple Salesforce orgs
Orgs moving off spreadsheets or disconnected tools

Questions

Can you migrate from our current CRM?

Yes. If it can export data, we can map and migrate it. We assess the source during discovery and flag anything that needs manual handling.

Will we lose data in the process?

No. We run test migrations first, validate record counts and key fields, and plan cutover so nothing goes live until you sign off.

Do you also clean up bad data before go-live?

Yes. Cleansing and deduplication are part of the work. Migrating dirty data just moves the problem.

Related accelerators

Think this fits? Tell us about your project.

Start a project