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Service · on quotation

Data migration

Move your data from one tool to another without losing history or a weekend.

  • 2migrations: test, then real
  • 0deletions without written consent
  • 1gap report before go-live
Data migration

The problem

You are changing CRM, shop or accounting tool. Exports are incomplete, fields do not match, duplicates multiply, and the team dreads switch-over day.

What I do

I map the source to the target field by field, clean and deduplicate, run a test migration on a copy, compare, then run the real one on the agreed day with a rollback plan. Nothing is deleted at the source without your written consent.

Old toolExtractCleanduplicates, formats, empty fieldsLoadTest copyNew tool1. test run and gap report2. switch-over on the agreed dayrollback possible: the source stays untouched until your written consent

Two passes: first on a copy, with a gap report you approve; then the real switch-over on an agreed day. The source stays untouched until your written consent.

Real examples

  • Migration from a legacy CRM to HubSpot: companies, contacts, deals, quotes and attachments, with pipeline stages mapped and duplicates merged.

  • Catalogue, customers and orders from a legacy shop moved into Shopify, redirects for old URLs included.

  • Sixty Zapier zaps rebuilt in Make or n8n, tested in parallel for two weeks, then switched one by one.

  • Lists, segments and send history from a legacy e-mailing tool moved into Brevo, unsubscribes preserved.

Deliverables

  • Field mapping approved before anything moves
  • Test migration on a copy, with a gap report
  • Real migration on the agreed day, rollback plan in hand
  • Reconciliation report: counts before and after
  • One month of corrections, included

Not included

  • Cleaning that requires business decisions you have not made yet
  • The target tool's subscription
  • Migrating data you are not allowed to hold

Questions about this service

Will we lose history?
Not if it can be exported. What cannot be moved is listed in the gap report before you decide.
How long is the tool unavailable?
Usually a few hours, on a day you choose; often none at all when the two tools run in parallel for a week.
And if something is wrong after switch-over?
The source is kept untouched until you confirm. Rolling back is a decision, not a rescue.

Systems involved in this service

Tell me what costs you time

Write to me about what takes time in your company; I reply within one working day and the quotation follows within 3 working days. Fixed-scope products can be bought straight away.

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