How a move works
How CRM data migration works, step by step
You export the data and check every column. We write exactly what you approved. We never log into your old CRM, and we never ask for its password.
No CRM password · Nothing written until you accept the map
The six steps
CRM data migration in six steps
Want to see it on your own data first? We’ll move 250 records for free. One per company, approved by our team.
01
Export the file
From the CRM you’re leaving. A CSV is fine. We don’t log in.
02
Check every column
Each one shows a few real values, the field it’s headed for, and a starting rule you can change.
03
Fix what’s off
Send a column somewhere else, drop it, or skip rows that are missing a value. Lowercase every email in one go.
04
Reuse your rules
Upload a file with the same column names and your rules are already there. Switch the CRM on one side later and the map still holds.
05
Give us access, then take it back
You create it in the CRM you’re joining. Delete it the same day if you like.
06
We write the records
Exactly as mapped. Fields you didn’t map don’t get touched.
Curious what it costs? CRM migration pricing goes by record count, and it’s all on one page.
Planning the whole project, not just the data? Our CRM migration checklist has the 15 steps in order.
Supported CRMs
Switch from the CRM you have to the one you want
One move takes one CRM out and writes into one CRM in.
Leaving
Salesforce
HubSpot
GoHighLevel
Zoho
Pipedrive
Close
Copper
Keap
A spreadsheet
Anything on this list that can export a file is a fine starting point. We’ve written up Pipedrive to HubSpot, Zoho to HubSpot and HubSpot to GoHighLevel step by step.
Joining
HubSpot
GoHighLevel
Salesforce
Zoho
Pipedrive
Close
These are the CRMs we write into today.
FAQ
CRM migration questions
Do you need my CRM password?
No. You export the CRM you’re leaving, and we don’t log into it. For the CRM you’re joining, you create access yourself, and you can delete it the same day.
Which CRMs can you move from?
Salesforce, HubSpot, GoHighLevel, Zoho, Pipedrive, Close, Copper, Keap, or a spreadsheet. If that system can export, we can start from the file.
Which CRMs can receive the records?
HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive, and Close.
Is anything written before I check it?
No. Each column shows a few real values and the field it will go into. Nothing is written until you accept the map, and we write the records only the way the map says.
Can I test it first?
Yes. We’ll move up to 250 of your records into the new CRM for free, so you can check them before you buy the full move. One per company, approved by our team, and we need a work email. Ask for your free sample.
Can I reuse the column map?
Yes. The next file with the same column names keeps those rules, and the map stays the same if you change one side later.
What does a CRM migration cost?
A one-time move is priced by the number of rows in the file, from $129 for up to 5,000 rows to $499 for up to 25,000, plus $400 for each extra 25,000. Files are $100 per GB on top of this. See pricing, or how that compares with agencies and DIY imports.
Upload a file and look at the map.
Nothing is written until you accept it.
We don’t ask for your CRM password.