Audit your data
List every source, such as spreadsheets, old CRMs and inboxes.
CRM
CRM data migration
How to move customer data into a new CRM cleanly, safely and without losing anything that matters.
Why migration needs a plan
Data migration is often the riskiest part of a CRM project. Duplicate, outdated or incomplete records undermine trust in the new system from day one.
Treat migration as a chance to tidy up, not just a copy and paste.
CRM data migration steps
A simple process that avoids the common problems.
Decide what to keep
Bring across active records and archive the rest.
Clean and de-duplicate
Fix formats, merge duplicates and fill gaps.
Map fields
Match old fields to the new CRM's structure.
Test a sample
Migrate a subset and check it with users.
Migrate and verify
Run the full load, reconcile counts and sign off.
Useful next reads
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us where your customer data lives today, and we'll plan a clean move into your new CRM.
FAQ
Frequently asked questions
Small migrations can take days. Larger ones with several sources and heavy cleaning can take several weeks.
Accounts, contacts, open opportunities, active cases and enough history to be useful. Older records can be archived.
Migrate consent records, remove data you no longer have a reason to keep and restrict access during the move.
Yes. Spreadsheets are a common source and usually need the most cleaning first.