Migration engine · from $899
Move into CRM Anvil, or between any two supported CRMs. Every migration is cleaned, mapped and dry-run in a sandbox first — and the source system stays intact until you sign off on the numbers.
Six stages
Objects, fields, relationships, record counts and target limits inventoried and profiled for risk.
Fields, owners, pipelines, statuses and relationships mapped — including the ones that can't move.
A full copy transformed into a sandbox. Counts, required fields and picklists checked; exceptions reported.
The data owner signs off, accepted exceptions are recorded and the rollback window is agreed.
Scheduled window, writes coordinated, a final delta run, then counts and opt-outs validated.
Source and target compared, business rules verified, source kept until sign-off — or rolled back.
Migration dashboard
Records scanned, transformed, accepted, rejected and written — by object and batch — with error categories, retries, API throttling, relationship checks and rollback readiness in one view.
A rollback can't always be a literal reversal if people keep editing the new system after cutover, so every migration defines a rollback window, a snapshot and how later changes are handled — before go-live.
Field mapping
Mappings are saved, versioned and exportable row by row — including every field proposed to be dropped. Nothing moves until it's approved.
| Source field | Target field | Transform | Status |
|---|---|---|---|
| Account_Name | company.name | trim + title case | Approved |
| Mobile | contact.phone | E.164 (AE default) | Approved |
| Lead_Source | contact.source | value map (12 values) | Approved |
| Custom_Field_7 | — | dropped, unused since 2021 | Flagged |
Platforms
Contacts, companies, deals and notes from CSV/XLSX, deduplicated and normalised on the way in.
Merged cells, multi-header sheets, dates as text, and one tab per rep with different columns.
Leads, contacts, accounts, deals, activities, notes, attachments and owner assignment.
Custom layouts per module, picklist values that don't exist on the target, and workflow-generated tasks that shouldn't come across.
Contacts, companies, deals, pipeline stages, engagements and lifecycle stage history where the target supports it.
Association labels, lifecycle-stage semantics with no equivalent, and marketing email consent that must map to a real suppression state.
Accounts, contacts, leads, opportunities, cases, tasks, events and attachments.
Record types, validation rules blocking inserts, formula and roll-up fields that must be recreated rather than copied, and sharing rules with no counterpart.
Partners, contacts, CRM leads, opportunities, activity logs and linked sales records.
Partners doubling as both companies and contacts, multi-company records, and accounting links you probably don't want in a CRM.
Stated honestly
Rebuilt on the target platform, never copied. Logic rarely maps one-to-one.
Recreated as target-native fields. Historic computed values are not portable.
Rebuilt. Query semantics differ enough that a copy would mislead.
Stays in the source system. Export it before you decommission.
Re-modelled in the target's permission system and reviewed with your admin.
Threads may transfer as activity records, not as sendable email history.
Timeline and pricing
Scope is set by record volume, module count and how much custom structure exists. A $99 audit first measures all three, and is credited against the migration.
| Scenario | Records | Typical duration | From |
|---|---|---|---|
| Spreadsheet → CRM | up to 25k | 3–5 days | $899 |
| Platform → platform, standard modules | up to 50k | 1–2 weeks | $1,900 |
| Platform → platform, heavy customisation | up to 100k | 2–4 weeks | $3,800 |
| Above 100k records | quoted | quoted | on volume |
Book a demo to see the migration engine, or run a $99 audit first — it's credited against the migration.
Connect your CRM read-only and CRM Anvil scores duplicates, dead numbers, invalid emails and missing fields — ranked by what they're costing you.
Run a $99 data audit