Our Services/
Data MigrationData Migration
Your data has 10 years of history in it. Moving it to Salesforce shouldn’t mean losing any of it.
Data migration is the part of a CRM project that gets underestimated the most — and causes the most damage when it goes wrong. Whether you’re planning data migration in Salesforce, evaluating data migration tools Salesforce, handling a HubSpot to Salesforce data migration, or managing a full Salesforce migration, the risks are real. We’ve seen companies go live on Salesforce with duplicate records, missing history, corrupted relationships, and broken attachments. It takes months to clean up and destroys user confidence in the new system from day one.
We treat data migration Salesforce as a project in its own right — not an afterthought. As part of our Salesforce data migration services, Salesforce data migration services in USA, and end-to-end Salesforce migration services, our structured, validation-heavy approach ensures your data arrives in Salesforce clean, complete, and trustworthy.
Moving data to Salesforce?
Let’s start with a free data audit. We’ll tell you exactly what’s in your source system and what it will take to migrate it cleanly.
What We Migrate
◆Standard objects: Accounts, Contacts, Leads, Opportunities, Cases, Activities
◆Custom objects and custom fields
◆Record relationships and lookups
◆Notes, tasks, and activity history
◆Email correspondence history
◆ Attachments, files, and documents — including salesforce migrate files from one org to another scenarios
◆Historical records (closed opportunities, resolved cases, past activities)
Where We Migrate From
◆HubSpot (full CRM export including associations, activities, and deals)
◆Zoho CRM (contacts, leads, accounts, custom modules, and attachments)
◆Microsoft Dynamics (all versions including on-premise)
◆Spreadsheets and Excel workbooks (including multi-sheet, multi-file data sets)
◆Access databases and legacy custom-built CRM systems
◆ Between Salesforce orgs (mergers, acquisitions, sandbox-to-production promotions), including salesforce migrate files from one org to another
◆Any system with an exportable data format
Our Data Migration Process
1
Data Audit & Assessment
We extract and analyse your source data — total record counts, field completeness, duplicate rates, relationship integrity, and data quality issues. You receive a written audit report with our findings and recommendations before migration planning begins.
2
Data Cleansing & Deduplication
We identify and resolve duplicates, standardise formats (phone numbers, addresses, dates), fill mandatory field gaps, and remove records that shouldn’t be migrated. Clean data in, clean data out.
3
Field Mapping & Transformation
We map every source field to its Salesforce destination, document transformation rules for data type mismatches, and build the migration scripts with validation logic embedded.
4
Test Migration
We run a full migration to a sandbox environment and validate against the source data — record counts, relationship integrity, field accuracy, and attachment fidelity. We fix all discrepancies before touching production.
5
Production Migration
Scheduled migration run during a low-activity window to minimise business disruption. We monitor the migration in real time and validate on completion.
6
Post-Migration Validation
Side-by-side comparison of source and destination record counts, spot-check audits of specific records, and a reconciliation report signed off by your team.
What You Get
Zero Data Loss
Every record accounted for — we validate counts before and after
Clean Starting Point
Deduplicated, standardised data means no legacy mess in the new system
Full History Preserved
Activities, notes, and historical records carried across intact
Audit Trail
Complete migration log documenting every decision and transformation applied
Minimal Downtime
Migrations scheduled to minimise business impact
Post-Migration Support
We’re available after go-live to investigate any data queries from your team
Modern Systems Begin
with Smart Data Migration
A Note on Data Quality
We will always tell you the truth about your source data. If 30% of your contact records are missing email addresses, or your opportunity history has inconsistent stage names, or there are 4,000 duplicate accounts — you’ll know before migration starts. We’d rather have that conversation upfront than deliver a Salesforce org that replicates the problems of the system you’re leaving.
FAQ
How do you handle duplicate records?
We run deduplication analysis as part of the data audit phase. We identify duplicates using configurable matching rules (email, phone, company name + postcode), present you with a deduplication strategy and sample output, and apply the agreed rules before migration. You always make the final call on merge decisions.
Can you migrate email history and attachments?
Yes — where the source system supports export of this data. Email history migration depends on whether your source CRM logged emails or whether they were in a connected email client (Gmail, Outlook). Attachments are migrated as Salesforce Files (ContentVersion) by default. We document the limitations of your specific source system during the audit.
What if our data is in multiple systems?
Multi-source migrations are common. We handle them by defining a master record resolution strategy — which system wins when the same contact exists in multiple sources — and merging the data before loading to Salesforce. This requires more scoping time but is entirely manageable.
Do we have to clean our data before you start?
No — data cleansing is part of our service. You give us access to your source data and we handle the rest. That said, the cleaner your source data, the faster and cheaper the migration. We’ll always show you exactly what we did and why.
What happens if something goes wrong mid-migration?
We never run production migrations without a validated rollback plan. If a migration run fails or produces unexpected results, we can revert to the pre-migration state and investigate before trying again. Nothing is irreversible.
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