Move Your Business Data Without Losing a Record
Switching to HubSpot, Salesforce or Zoho CRM, or replacing an old ERP or database, means moving years of customer and transaction records. We map, clean, test and reconcile every load, so the new system starts with data your team trusts.
Core stackSQL Server · Azure Data Factory · Microsoft Fabric · Azure Data Lake · Python · Power BI · PostgreSQL · Microsoft Azure
When a Data Migration Needs Planning
Data migrations usually start with a system switch and a date.
Moving servers and applications to the cloud?
Cloud migration moves infrastructure and applications. Data migration moves business records between systems.
Cloud migrationYou're switching CRM or ERP
The new system is chosen. Years of contacts, deals, orders and history need to move with you.
The old data is messy or duplicated
The same customer appears three times with different details and nobody wants to carry that into the new system.
A previous migration left gaps
Records went missing or links between contacts and deals broke last time, so nobody trusts the data.
The old system has a switch-off date
A license or contract ends on a fixed date and the migration has to be finished before it.
Six Parts of Every Data Migration
Pick one to see what it usually involves and how we typically build it.
Data audit and field mapping
A review of what is in the old system and a field-by-field map to the new one, including the records and links that matter.
- Object and field inventory
- Field mapping to the new system
- Rules for custom fields
Cleansing and deduplication
Merging duplicates, fixing formats and agreeing what to leave behind, so the new system does not inherit old problems.
- Duplicate matching and merging
- Format and value cleanup
- Records to archive instead of move
Test migrations
Trial runs into a test copy of the new system, reviewed by your team before the real move.
- Sample and full trial loads
- User review of migrated records
- Fixes before cutover
Validation and reconciliation
Record counts, totals and spot checks compared between the old and new systems, then signed off by your team.
- Record counts by object
- Financial totals compared
- Sample checks with your team
Cutover with a rollback plan
A planned switch-over with a freeze window, a final load of recent changes and a tested way back if checks fail.
- Cutover runbook
- Final load of recent changes
- Rollback steps
Archiving legacy data
Older records that do not need to move are archived in a searchable store, so the old system can be switched off.
- Searchable archive
- Retention rules
- Old system shutdown
Mapping First. Moving Second.
Every engagement follows the same problem-first Systems Engineering Method we use across AppPotter.
Audit the old system
We review what data exists, how it is linked and how clean it is.
Map to the new system
Every field and relationship is mapped and agreed with the people who use the data.
Clean and deduplicate
Duplicates are merged and errors fixed before anything moves.
Run test migrations
Trial loads go into a test copy and your team checks the results.
Cut over
The final move runs in an agreed window with a rollback plan ready.
Reconcile and archive
Counts and totals are signed off. Legacy data is archived and the old system is switched off.
What Changes When the Process Runs on the Right System
We agree on what to measure during discovery, so success is defined before the build starts, not after launch.
Before: Duplicates carried from one system to the next
After: A clean, deduplicated start in the new system
Before: Broken links between contacts, deals and orders
After: Relationships mapped and checked before go-live
Before: Doubt about whether everything arrived
After: Reconciled counts and totals your team signs off
Before: A switch-off date that puts the move at risk
After: A plan built backwards from your deadline
Before: Paying to keep an old system for its history
After: Legacy data archived so the old system can be retired
Chosen for Your Systems, Not Our Preferences
We move data between CRM, ERP, accounting and database systems, including HubSpot, Salesforce, Zoho CRM and SQL Server. Tools are chosen per migration, from native import tools to Azure Data Factory and SQL scripts.
Where we have the deepest production experience
- SQL ServerData
- Azure Data FactoryPipelines
- Microsoft FabricData platform
- Azure Data LakeStorage
- PythonData engineering
- Power BIReporting
- PostgreSQLData
- Microsoft AzureCloud
Also used when the project calls for it
- Data platforms
- Sources we migrate from
- Cloud
Senior Engineers, Directly Involved
- Founder-led delivery
Parth and Umesh are personally involved in every engagement.
From scoping the work to standing behind its outcome, backed by Parth's 14+ years of enterprise technology and delivery experience.
Meet our leadership - Current engagement · under NDA
A long-term software engagement with a US-based technology company.
Client identity and project details are undisclosed due to confidentiality obligations. We treat your work the same way.
See our approach
Ways to Work Together
- Advisory & Discovery
Short-term Strategy Engagements
For a focused, short-term engagement - an assessment, an architecture review, or technical due diligence - before any build begins.
- Comprehensive architecture reviews
- Due Diligence of your tech stack
- Roadmap and Estimation
- Fixed Price
Fixed Cost Model
For clearly-scoped integration or build work, where the outcome and boundaries are already well defined.
- Change Management process
- Milestone-based delivery
- Quality & SLA Commitments
- Dedicated Team
Dedicated Product Engineering Team
For long-term product or systems work - a sustained AppPotter engineering team working against your roadmap, not rotated project to project.
- Seamless onboarding and roadmap planning
- Fixed Monthly Retainer
- PO/Tech-lead Collaborations
Whichever structure fits, Parth and Umesh are personally involved, from scoping the engagement to standing behind its outcome.
Meet our leadershipPart of Business Systems Engineering
Connecting the operational systems, workflows and data a growing business runs on.
Data Migration FAQs
Still unsure? A 30-minute conversation usually answers the rest.
Book a callMost CRM, ERP, accounting and database systems with an export option or an API, including HubSpot, Salesforce, Zoho CRM and SQL Server.
Cloud migration moves infrastructure and applications to Azure or AWS. Data migration moves business records such as contacts, deals and orders from one system to another.
Every migration is tested and reconciled before go-live. Record counts and totals are compared between systems and your team signs off the results.
We clean as part of the migration. Duplicates and errors are fixed before the move so they do not follow you into the new system.
Yes. Most of the work happens in the background. A short freeze is usually needed at cutover and is scheduled with you.
An audit comes first, usually at a fixed price. The migration is then quoted based on the systems, the data volume and the cleanup needed.
Tell Us What You Are Moving and When
We'll look at your old and new systems and tell you honestly what the migration involves.
Book a GTM Systems Assessment30-minute call · No obligation · No sales pitch