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CRM migration

Move customer data with its meaning intact.

Caboodle plans CRM migration around the records, relationships, ownership, and history your team needs to keep using. We map the fields, test representative imports, and reconcile the agreed data before the old system is retired.
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See what's included
CRM migration scope
  • Data inventory
  • Migration scope
  • Field mapping
  • Cleanup rules
  • Export preparation

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What's included

Preserve the context behind the contact record.

The final scope names the deliverables, dependencies, and review points before work begins. The work below provides the starting point for that discussion.
  • Data inventory. Identify record types, fields, relationships, activities, attachments, and the data owners involved.
  • Migration scope. Define what will transfer, what will be archived, and what the destination cannot represent directly.
  • Field mapping. Document source-to-destination fields, allowed values, ownership rules, and relationship handling.
  • Cleanup rules. Agree on duplicate handling, required-value corrections, and other transformations before import.
  • Export preparation. Collect the approved source data through supported methods and handle files with restricted access.
  • Pilot import. Test representative records and relationships in the destination before the full migration.
  • Cutover execution. Coordinate the approved freeze, final transfer, integration changes, and user communications.
  • Reconciliation and handoff. Compare agreed counts and samples, record exceptions, and document the destination process.
How this works

Four steps from the first review to handoff.

Phase 1

Inventory and map

Establish the data scope and document how each record and relationship should appear in the destination.
Phase 2

Test a representative sample

Import a controlled set and review field values, owners, history, and linked records.
Phase 3

Execute the cutover

Transfer the approved data under the agreed change and communication plan.
Phase 4

Reconcile and transition

Review counts and exceptions with the responsible team before retiring access to the source.
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Connect the customer record to the next piece of work.

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Automate inquiry assignment, acknowledgements, tasks, reminders, and escalation so your team can track follow-up from arrival through resolution.

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Improve Salesforce records, workflows, permissions, automation, and reporting around the way your team works.

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Let's talk shop

Plan the move before exporting the records.

Share the source and destination CRMs and the history you need to preserve. We will map the migration scope.
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