Mapping & profiling
Understand source data, target fields, option values, mandatory information and historical inconsistencies.
DATA & MODERNIZATION
CRM data migration.
Keep every relationship in view.
A reliable CRM migration preserves the meaning of your data. InvertedBits helps map records, resolve relationships, reconcile ownership and investigate gaps across legacy and target environments.
Discuss your requirements
WHAT WE CAN HELP WITH
Expertise in the detail.
Relationships & ownership
Resolve lookups, activities, users, teams and legacy identifiers in the right loading order.
Data quality
Investigate duplicate records, missing accounts, inconsistent classifications and gaps between systems.
Loads & reconciliation
Build and review SQL, SSIS and KingswaySoft data flows with exception handling, repeatable loads and record-level checks.
WHEN IT MAKES SENSE
A good fit when…
You are consolidating CRM environments, preparing a migration or working through missing and inconsistent data after a load.
THE BUSINESS PURPOSE
A dependable starting point.
Move and consolidate data with the relationships, ownership and validation needed for the target system to be useful.
How do you validate a CRM migration?
We compare counts and key fields, verify relationships and ownership, and review exceptions. Record counts alone do not confirm that the migrated data is correct.
Can you investigate an incomplete migration?
Yes. We can compare source and target records, review mappings and package logs, identify the missing or incorrect data, and plan a controlled correction.
START WITH YOUR PRIORITY
Let’s discuss your next project.
Use an introductory conversation to discuss the problem, check the fit and identify what needs to happen next.
We agree scope and commercial terms before delivery work begins.