Migration prep · fixed scope

Moving CRMs this month? Don't bring the mess with you.

The export is full of duplicates, broken fields and mystery values. Whatever gets imported now, you'll live with for years. We clean and map before the import — so day one in the new system starts clean, not with a ticket queue.

What you get

The pack, piece by piece

01 · Mapping workbook

Every field accounted for

Source → target mapping for 100% of your fields — including the ones we deliberately leave unmapped, listed explicitly. No silent drops.

02 · Cleansed staging file

Import-ready, conformance-checked

Duplicates resolved on your agreed rule, format issues logged with severity in the DQ report, conflicts flagged with reason codes. Checked against the target template before you touch it.

03 · Quality log + rollback notes

The exit is written down

Every issue severity-classified, every change reversible, cutover notes included. Your team runs the sandbox import — we hand you the checklist.

Honest boundaries

What this is and what it isn't

Included

Data-side preparation

  • Cleanup + dedupe of the export (logged, reversible)
  • Field mapping workbook — unmapped fields explicit
  • Staging file conformance-checked against your target template
  • Cutover/rollback notes
On your side

The sandbox import

  • You (or your admin) run the sandbox import
  • We don't claim “dry-run passed” without access to your sandbox — we hand back the step
  • We review the import log with you if issues surface
Never

What we won't do

  • Production writes or cutover decisions — yours
  • Guess ambiguous matches — flagged, not resolved
  • Touch regulated data (SSN/PHI/payment cards)
Start

Tell us the two systems. Get the quote in 24h.

Half-page scope with fixed price within 24h · no commitment · sample on your real data available. Prefer email? [email protected]

Why a form and not a call: the scope fits on half a page — systems, rough record count, deadline. You fill two fields; we return the price and the acceptance criteria in writing. If the numbers work, you say go. That's the whole negotiation.

Typical pack: $500–1,500 by volume and system pair · single-object pilot $250–400 · 2–5 working days.

After the import

Two weeks later: did everything actually land?

Natural next step — a post-import check: field-level diff between source export and the new system, reconciliation against the original counts. Ask about it when the migration is done.