1. Kickoff

During the kickoff call, we'll discuss the project requirements, process, and timeline. This is also where we ensure we have everything we need to get started.

2. Mapping

Our team will put together a mapping UI in our migration tool, which we'll use for the configuration of the migration during a Zoom session.

3. Sample

The Sample migration is a process whereby we transfer a small subset of your records (approximately 10% of all data) to the target CRM platform and verify the accuracy of the mappings.

4. Full Migration

If you are satisfied with your sample migration results, it's time to proceed with the data transfer. This is where we migrate all of your data (that is, all the data that didn't transfer in the sample).

5. QA

To ensure that your team is ready to start working with the new data, we'll QA the migration and ask your team to do the same.

6. Delta migration

As we're completing the full migration and QA processes, your team will likely still be using the old system. The Delta migration ensures that we capture these last bits of data.

Source

The system or files that you're migrating from and that we'll be migrating into another system.

Target

The destination system or where the data will eventually end up.

Objects

These generally include Contacts, Accounts/Companies, Leads, Deals/Opportunities, Tasks, Calls, etc.

Fields

A field is a property on a record. These properties, or data fields, store the values on your records.

Mapping

This is the process by which we decide which fields should migrate and where they should end up.

Sample

A subset of records that we'll migrate for testing purposes.

Full migration

The 'main' migration where we migrate the bulk of your data.

Delta migration

A mini migration whereby we migrate only the most recently added and updated records.