Data Migrations
Move your data to Salesforce without losing a record
We handle end-to-end data migrations from any source system — legacy CRMs, spreadsheets, Zendesk, HubSpot, or custom databases — into Salesforce with our proven Discovery→Extraction→Staging→Load framework.
What We Do
- CRM-to-Salesforce migrations (HubSpot, Dynamics, Zoho, legacy systems)
- Historical data migration with full relationship preservation
- Data mapping, transformation rules, and enrichment
- Automated data quality validation and reconciliation reporting
- Org-to-org migrations (sandbox to production, legacy org consolidation)
- Cutover planning and rollback procedures
Why It Matters
A botched migration is one of the most common ways Salesforce rollouts fail. Incorrect field mappings, broken relationships, and missing historical records erode user trust immediately. Our framework has been refined across dozens of migrations — we don't learn on your data.
Zero
Data loss on completed migrations
100%
Reconciliation reporting on every migration
50+
Migrations completed
10+
Source systems we've migrated from
Our Approach
Discovery
Map source systems, data volumes, object relationships, and business rules.
Extraction
Extract source data and build transformation logic into a staging environment.
Data cleansing
Deduplicate, standardize, and enrich records before loading.
Test loads
Run multiple test loads with reconciliation reports to validate record counts and relationships.
Cutover
Execute final load with zero-downtime cutover plan and rollback procedure.
Summit
Salesforce Partner tier — the highest level
10+
Years of focused Salesforce expertise
200+
Active Salesforce certifications on our team
Frequently Asked Questions
How do you ensure no data is lost during a Salesforce migration?
We use a Discovery→Extraction→Staging→Load→Validation framework. Every record is tracked from source to target, and a reconciliation report confirms accuracy before cutover.
Can you migrate from HubSpot, Dynamics, or Zoho to Salesforce?
Yes. We have migration playbooks for HubSpot, Dynamics 365, Zoho CRM, Pipedrive, and legacy CRMs — covering field mapping, data cleansing, relationship preservation, and activity import.
How long does a CRM-to-Salesforce data migration take?
A straightforward migration typically takes 6–10 weeks. Complex migrations with custom objects, attachments, or cleansing requirements take 12–20 weeks.
Will migration affect our live Salesforce environment?
No. We work in a sandbox, validate in a staging org, and only cut over to production after client sign-off on the validated dataset.
What happens to historical data — emails, notes, call logs?
We assess what historical data is worth migrating. Emails and notes can typically be migrated as Task records or Chatter posts. We present the options so you decide the level of historical fidelity you need.
Ready to get started?
Let's talk about your data migrations needs.