Migrate
Data Migration
Migrate from spreadsheets, another CRM or an old org into Salesforce. AI maps your fields and flags duplicates; a certified architect signs off every load. Priced by volume, not by the hour.
- 2–4 weeks
- Fixed price
- Certified architect sign-off
Pricing
Scope
Included
- AI-assisted field mapping document for your sign-off
- Duplicate detection and cleansing rules
- 2 test loads into a sandbox
- 1 production load
- Reconciliation report of source versus loaded records
- Rollback plan
Not included
- Attachments and files over 5 GB in total
- Custom transformation code
- Extra objects or source systems beyond the tier (quoted before work starts)
- Post-launch support (see Managed Salesforce Admin)
How it runs
- Week 0
Scope call and written scope
- Week 1
AI mapping and your sign-off
- Week 2
Test loads and fixes
- Final week
Production load and reconciliation report
What we need from you
- Source exports or read access to source systems
- A Salesforce sandbox
- One decision-maker for mapping sign-off
Questions
Does AI see my data?
Mapping works from field names, types and sample values in a sandbox. Production loads run through standard Salesforce tools under a certified architect's control.
What if I have more records than my tier allows?
Move up a tier, or we quote the difference in writing before any work starts.
How do payments work?
50% when the written scope is signed and 50% on delivery of the reconciliation report.
Can you migrate from HubSpot, Dynamics or spreadsheets?
Yes. Any source that can export to CSV or offers an API is supported within the tier limits.