Data migration & deduplication
Move off spreadsheets and legacy systems into one clean, deduplicated source of truth.
Years of data live in spreadsheets and an old CRM, full of duplicates and half-filled fields. A new system is only as good as the data you start it with.
- Records spread across spreadsheets and a legacy system
- Duplicate people and companies with conflicting details
- Fields that don’t map cleanly between old and new
- No confidence in which record is the “real” one
Everything you need, configured to you.
Source mapping
We map every field from each source system to the new model.
Cleanup & dedup
Duplicate detection on identifiers, name and email, with a merge workflow.
Staged migration
Data loaded in stages with validation, not one risky big-bang import.
Verification
Record counts and spot-checks so you trust what landed.
From first call to live.
Inventory the data
We catalogue every source and how much of it is in scope.
Map & clean
Fields are mapped, duplicates flagged and a merge rule agreed.
Migrate in stages
Data is imported in validated batches, not all at once.
Verify
We reconcile counts and sample records before sign-off.
- Field mapping from spreadsheets & legacy CRM
- Deduplication on ID / name / email
- Merge workflow for conflicting records
- Staged, validated imports
- Post-migration verification
A clean start, not a copy of the mess
A firm moving off a legacy CRM and a stack of spreadsheets needed the data consolidated without dragging duplicates along. We mapped every source, deduplicated on key identifiers and migrated in validated stages.
Common questions.
One call. A clear plan. No pitch deck.
Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.