Uncontrolled migration
- Fields mapped during the import
- One full load with no rehearsal
- Record counts used as the only check
- Source switched off before business approval
- Exceptions fixed manually with no audit trail
- Integrations checked after launch
Move data from legacy databases, cloud platforms, CRMs and ERPs with a tested mapping, controlled cutover and reconciliation report. Your team keeps working while we prepare, validate and complete the move.
Plan your data migration
Data migration services
We take responsibility for the data, the mapping and the cutover. Each engagement starts with the business records that must survive the move, then works backwards into the technical plan.
Inventory · dependencies · cutover plan
We identify source systems, owners, volumes, retention rules and downstream dependencies. You receive a migration plan with scope, risks, acceptance criteria and a rollback route before data is moved.
Deduplication · transformation · mapping
We map fields and relationships to the target model, remove duplicates and fix formats that would otherwise create bad records in the new system. Every transformation is documented for review.
On premises · SQL · custom systems
We extract data from older databases and business applications, including systems with limited APIs. Staging and batch controls keep the source stable while records and relationships move.
Cloud to cloud · on premises to cloud
We move operational data into the cloud or between cloud services, with encryption, access controls and a cutover plan suited to your working hours and data residency requirements.
Customers · transactions · activity history
We preserve record ownership, custom fields, relationships and history when moving CRM or ERP data. Automations and connected systems are checked so the new platform works after import.
Trial loads · validation · handover
We run trial migrations, compare source and target counts, test sampled records and resolve exceptions before cutover. You receive a reconciliation report, documentation and post-launch support.
Proof and governance
ISO certified delivery, documented controls and hands-on integration experience across business systems.
700+ clients · 15,000+ automations · 7+ years of experience





700+
Clients
15000+
Automations
7+
Years of experience
< 6 months
Time to ROI
Our process
The controls are agreed before the first trial load, so the final cutover is a rehearsed change rather than a live experiment.
We inventory sources, volumes, owners, dependencies and the records that must be retained.
We define the target model, cleansing rules, field mappings, security controls and rollback plan.
We load a representative dataset, test relationships and compare results with agreed acceptance criteria.
We compare counts, totals and sampled records, then resolve failed or ambiguous data before cutover.
We freeze only what is necessary, run the final migration and keep the source available until approval.
Your owners sign off the new system against the reconciliation report, then we document and support it.
Common projects
The method stays consistent, but the records and acceptance checks change with the business system.
Move years of operational records from an ageing database or custom application into a supported system without dropping relationships or history.
Transfer companies, contacts, deals, owners, activities and custom properties, then reconnect the sales and service workflows that rely on them.
Move suppliers, customers, products, balances and transaction history while preserving the controls finance and operations need.
Move data from on premises infrastructure or between cloud services with staged transfer, access controls and a planned cutover window.
Systems
We choose the migration method around your data model, access constraints and target system, including custom APIs and scheduled exports.
If your system is not listed, we will assess its API, database access or export options during discovery.
A migration is safe when success can be measured. These controls make the target data provably usable before the source is retired.
Use this service when the main risk is the data itself: quality, mapping, relationships, security and reconciliation. If you already know the source and target applications and need a named route, our platform migration directory covers specific CRM and automation moves. When the requirement is continuous synchronisation after cutover, see our software integration services.
See how we moved 15,000 CRM records from an on premises vTiger system to HubSpot in 24 minutes, with zero data loss reported in the project validation.
Data migration
A major European construction group needed to migrate a massive CRM dataset from a locally hosted vTiger system to HubSpot.
The solution had to:
We created a no-code migration workflow using Make to move all CRM data from a local vTiger server to HubSpot quickly and securely:
Shortly after deploying the no-code migration workflow, the construction group achieved:
Data migration services plan, prepare, transfer and validate data as it moves from one system or storage environment to another. The work covers discovery, cleansing, field mapping, transformation, trial loads, cutover and reconciliation. A managed service also coordinates owners, security and connected workflows so the new system is usable after the transfer.
Cost depends on record volume, source access, data quality, relationship complexity, retention rules and the number of connected systems. We start with discovery and provide a scoped proposal tied to the migration plan and acceptance criteria.
A focused CRM or database move can take a few weeks. A multi-system programme with years of history, poor source data or strict cutover windows takes longer. The discovery phase gives you a timeline based on your sources, target and validation needs.
We keep the source available, run trial loads, reconcile counts and control totals, sample business records, log exceptions and require owner approval before retirement. The final report records what moved, what changed and any agreed exclusions.
Often, yes. We assess database access, scheduled exports, reports and secure file transfer options. When direct extraction is limited, we stage the data and document the controls needed to preserve relationships and history.
Usually. We use trial loads and delta transfers so most preparation happens while the current system remains live. The final cutover window and any temporary freeze are agreed around the way your team works.
We validate the target with your record owners, reconnect and test relevant workflows, hand over the mapping and reconciliation documents, and provide post-launch support for exceptions found during normal use.
Let's find together where you can implement AI and automation securely, and built to last.