CRM Data Migration: Secure & Seamless Transition Guide

Data Migration Process

A secure 6-step migration methodology applied in 200+ projects

Data Inventory

Create a complete list of all data in your current system: customers, opportunities, quotes, communication history, files. Clearly determine which tables and fields will be migrated.

Data Cleansing

Duplicate records are merged, missing information is completed, erroneous data is corrected. Clean data is the foundation of a successful migration.

Field Mapping

Source system fields are matched to target CRM fields. Custom fields, data formats, and relationship structures are made compatible.

Test Migration

A trial migration is performed with a small data set. Potential errors, format incompatibilities, and missing mappings are identified at this stage.

Validation

Migrated data is verified for completeness and accuracy. Record counts, relationships, and data integrity are confirmed.

Go-Live

Full data migration is executed with the validated plan. The system is backed up, users are notified, and the new CRM goes live.

What Data Is Migrated?

Customer Data

Company information, contact records, segmentation, tags, and custom fields

Sales History

Opportunities, quotes, orders, pipeline stages, and revenue data

Communication Records

Email history, call notes, meeting records, and task tracking

Files & Attachments

Quotes, contracts, PDFs, images, and customer documents

Common Migration Sources

📄

Excel / CSV

☁

Salesforce

☁

HubSpot

☁

Zoho

☁

Bitrix24

🔄

Other CRM

Things to Watch During Migration

Checklist Item	Status
Full backup taken before migration	✓
Duplicate and erroneous data cleansed	✓
Test migration performed in staging environment	✓
Field mappings verified	✓
User training completed	✓
Rollback plan prepared	✓

Rapitek Migration Support

Dedicated Migration Specialist

An experienced migration specialist assigned to your project, with you from start to finish

2-4 Week Completion

Standard migrations are completed in 2-4 weeks. We accelerate the process with 10+ years of experience

Zero Data Loss

We prevent data loss with test migration, validation, and backup

Free Migration Consultation

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Frequently Asked Questions

How long does CRM data migration take?

Simple migrations (Excel, CSV) take 1-3 days. CRM-to-CRM migrations take 1-2 weeks. Complex migrations with multiple sources and custom mappings take 2-4 weeks. Rapitek handles the entire process.

Is there data loss during migration?

No. We guarantee zero data loss. Before migration, we take a complete backup of your data. After migration, we perform validation checks to verify all records are transferred correctly.

Can data be migrated from Excel to CRM?

Yes. We support migration from Excel, CSV, Google Sheets, and other spreadsheet formats. We clean, deduplicate, and standardize your data before importing into CRM.

Which CRMs can data be migrated from?

We support migration from all major CRMs: Salesforce, HubSpot, Zoho, Microsoft Dynamics, Pipedrive, Freshsales, and others. We also support migration from ERP systems and custom databases.

Do business processes stop during migration?

No. We plan migration in phases to ensure business continuity. You can run your existing system and the new CRM in parallel during the transition period.

How much does data migration cost?

At Rapitek, data migration is included in the CRM setup package. No additional cost for standard migrations. Complex migrations with custom integrations are quoted separately.

CRM Data Migration: Safe and Smooth Transition