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Book ConsultationCRM · Migrate
Move contacts, deals, activities, and attachments from spreadsheets, legacy CRMs, or acquired databases—validated cutovers with rollback plans, not hope-and-pray imports.
At a glance
Who we serve
Teams switching CRM platforms, consolidating acquisitions, or escaping tools that no longer fit—where data loss or duplicate chaos would damage revenue history.
What we deliver
Field mapping, ETL scripts, trial migrations, reconciliation reports, cutover runbooks, and post-migration verification with your operators.
What happens next
Book a free consultation at /schedule or export samples at /connect. Building a new CRM? Pair with Custom CRM Development; connecting stacks? See CRM Integration.
Overview
CRM migration searches are urgent: leadership picked a new platform, the contract renewal date looms, or merger integration demands one customer view. HiMat migration work protects the asset you care about most—years of relationship history, deal stages, notes, emails, and custom fields that explain why accounts look the way they do today.
We treat migration as a data engineering engagement with sales empathy. Discovery profiles source exports: duplicate contacts, orphaned activities, picklist values that do not exist in the target, attachments stored in unexpected blobs. Mapping documents translate each field with transformation rules, not blind column name matching. Trial imports run in sandbox tenants until record counts and spot checks satisfy your rev ops lead.
Cutover weekend is choreographed: freeze windows, final delta sync, validation queries, and comms templates for reps. Post-migration, we monitor integration hooks and support hypercare while teams learn the new UI—CRM Automation can re-enable workflows once data stabilizes.
Capabilities
Capabilities tailored to your goals
Clean CSV and Excel sources with normalization scripts—splitting combined name fields, standardizing phones, and flagging rows that need human review.
API or database exports from prior systems, including incremental pulls when vendors throttle full dumps.
Transformation catalog documenting source-to-target mappings, default values, and deprecated fields archived for audit.
Repeated rehearsal imports plus final delta sync to capture changes during the transition window.
Counts by object type, sampled record comparisons, and exception lists your ops team signs off before production flip.
Snapshots and revert paths if validation fails—migration plans assume Murphy's law, not best-case timing.
Process
Inventory source systems, object volumes, custom fields, integrations, and cutover constraints. Migration complexity estimate and timeline follow.
Mapping specs, identity matching rules for deduplication, attachment strategy, and environment plan for trial runs.
ETL scripts in Node.js and TypeScript, staging tables in MongoDB when helpful, and repeatable jobs your team can re-run.
Multiple trial migrations, user acceptance spot checks, and automated diff reports between source snapshots and target imports.
Execute cutover runbook, final delta import, disable legacy write paths, and confirm integrations on the new CRM tenant.
Hypercare for data fixes, rep-reported anomalies, and tuning matching rules during the first weeks on the new system.
Advantage
We do not call migration done when the import bar reaches one hundred percent—we call it done when ops trusts the numbers.
Workshops with sales ops and IT so field mapping reflects how teams actually sold—not how a vendor demo suggested.
Destination may be CRM Solutions platforms, Custom CRM Development builds, or another SaaS—we migrate to the architecture you chose.
Runbooks, comms, and rollback drills reduce weekend surprises when leadership watches the switch live.
Stack
Share source system, record volumes, and target date—we will outline migration phases. Sample exports can go to /connect under NDA if needed.
Book a free consultation