Salesforce Data Migration
Import, clean, and map data from legacy CRMs, spreadsheets, or databases — without the nightmares.
Migration Blueprint
What Is Data Migration? (And Why 'We'll Just Import the CSV' Is a Trap)
Salesforce data migration is the process of moving your customer data from wherever it lives now — old CRM, Excel spreadsheets, Access databases from 2003 — into Salesforce. Cleanly. Safely. Without duplication.
Here's the problem: Data migration isn't just copying files. If you import bad data, you just get bad data in a more expensive system. The migration process is where you clean, dedupe, standardize, and map. Skip these steps, and your sales team will hate Salesforce within a week.
Bad Migration
- 10,000 duplicate records
- Phone numbers in 47 different formats
- "Lead" vs "Contact" chaos
- "Where did my data go?" panic
Good Migration
- Clean, unique records
- Standardized formatting
- Proper object mapping
- "Everything is where it should be" relief
Our 6-Step Migration Process (No Surprises)
Discovery
We inventory your data sources. Old CRM? Check. Excel files? Check. That one spreadsheet Karen keeps? Yes, that too. We find everything.
Data Mapping
We map every source field to its destination in Salesforce. "Customer Name" in Excel becomes "Account Name" in Salesforce. "Sale Date" becomes "Close Date." Nothing gets lost.
Data Cleaning
This is where the magic happens. We standardize phone numbers, fix formatting, validate emails, and deduplicate. Your data goes in clean.
Test Migration
We migrate a sample to a sandbox. You review it. We fix any issues. No surprises in production.
Full Migration
We migrate everything to production. With rollback plans. With validation. With you watching (if you want).
Validation
We run reports to verify record counts. We spot-check data. Your team signs off. Only then are we done.
Common Migration Disasters (We've Rescued All of Them)
We've been called in to fix data migration disasters. Here's what usually goes wrong:
| The Mistake | The Mess | Our Fix |
|---|---|---|
| No Data Cleaning | "We imported our Excel file!" ...containing 4,000 duplicate emails | Deduplication before import. Matching rules. Clean data in, clean data out. |
| Wrong Object Mapping | Customers imported as Leads. Leads imported as Contacts. Chaos. | Proper mapping strategy. We know what goes where. |
| Lost Relationships | Contacts imported, but not linked to their Accounts. Orphan records everywhere. | Relationship preservation. Contacts stay connected to their Accounts. |
| No Rollback Plan | "We imported. It's wrong. Now what?" Weekend ruined. | Always have a rollback plan. Every migration is reversible. |
The most expensive migration? The one you have to do twice. We do it right the first time.
What You Actually Get (Clean, Usable Data)
Core Deliverables
- Cleaned Data: No duplicates, standardized formatting
- Properly Mapped Records: Accounts, Contacts, Leads, Opportunities
- Data Mapping Document: What went where
- Migration Report: Counts, exceptions, validation
- Full Salesforce Data: Ready for your team to use
Peace of Mind
- Test Migration: You approve before production
- Rollback Plan: We can undo everything if needed
- Post-Migration Validation: We prove it worked
- 30-Day Support: For any data questions
Investment: Starts at $2,500
For up to 25,000 records. Larger migrations priced by volume. Free data assessment to understand your scope.
Common Data Sources We Migrate
We've migrated from pretty much everything:
Spreadsheets
Excel, Google Sheets, CSV exports. The usual suspects.
Legacy CRMs
Salesforce (org-to-org), HubSpot, Zoho, Pipedrive, Insightly, ACT!, GoldMine, and more.
Databases
SQL Server, MySQL, Oracle, Access, Postgres. We speak SQL.
Email Systems
Outlook exports, Gmail contacts, Mailchimp audiences.
E-commerce
Shopify, WooCommerce, Magento customer exports.
Just About Anything
Got something weird? JSON, XML, old backups? We can handle it.
Ready to Finally Have Clean Data?
Stop living with bad data. Let's migrate your information into Salesforce — clean, deduped, and actually usable.
What to Expect
Weeks (depending on data volume)
Hours of your team's time
Investment (by record volume)
Free data assessment: Send us a sample, we'll tell you what needs cleaning and how long it will take.
Your data is a mess. Let's fix that.
Clean, deduplicated, properly mapped data in Salesforce — so your team actually trusts the system.