10 hours · $1,750
Data Migration
Import your existing data from spreadsheets or a legacy CRM, cleaned and mapped.
Overview
Bring your history with you. We take your spreadsheets or legacy CRM export, map it to your new structure, de-duplicate, and import it cleanly, with a test run before the real thing.
What's included
- Field mapping & de-dup
- Test + final import
- Post-import verification
What you'll walk away with
- A field mapping document
- De-duplicated, cleaned data
- A test import for your review
- Final import + verification report
How it works
- 1Send us your export / access
- 2We map & clean the data
- 3Test import → you verify
- 4Final import + sign-off
Other services you might add
1 hr
Guided Onboarding Tour
A live walkthrough of the whole platform so your team can self-serve.
- 1-hour 1:1 session
- Tailored to your workflow
- Recording to keep
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