What Type of Data You Migrate with Migration App?

Our approach ensures that essential business data is transferred in a usable and reliable format and is ready for immediate adoption in the target CRM. Rather than limiting migrations to basic records, we support comprehensive data coverage tailored to your business needs.

1. Core CRM Records 

The migration app supports standard CRM records that form the foundation of most systems. This includes contacts and companies. We ensure that customer and account information is preserved with all relevant attributes and associations. 

These records are migrated with careful field mapping to maintain consistency and usability. 

2. Sales and Pipeline Data 

Sales-related data, such as deals, pipelines, stages, and associated metadata, can be migrated accurately. This ensures your sales history, pipeline visibility, and performance tracking remain intact after migration. Historical deal data is preserved to support reporting and forecasting continuity. 

3. Support and Service Records 

For teams using CRM-based support tools, the migration app supports tickets, cases, and related service records. This ensures customer support history remains accessible and actionable in the new system. 

Preserving service data helps teams maintain continuity in customer interactions.

4. Activities and Engagement History 

The migration app supports migration of activity data such as calls, emails, meetings, notes, and task history. Maintaining engagement history ensures teams retain full context when working with customers for post-migration. 

This data is mapped carefully to maintain timelines and associations. 

5. Custom Fields and Properties 

Many CRMs rely heavily on custom fields. Our migration app supports custom properties and fields, ensuring they are mapped correctly and aligned with your target CRM structure. 

We also assist with normalizing and restructuring custom fields where needed to improve usability. 

6. Record Relationships and Associations 

Accurate migration depends on preserving relationships between records. The migration app maintains associations such as contact-to-company, deal-to-contact, and ticket-to-company relationships. 

This ensures your CRM data remains interconnected and functional. 

7. Data Formatting and Transformation 

Where required, the migration app supports data transformation, including format normalization, value alignment, and exclusion of outdated or irrelevant records. This improves overall data quality during migration. 

8. What May Require Special Review 

Some advanced or highly customized data structures may require additional review before migration. In such cases, we assess feasibility and recommend the best approach to ensure accuracy and completeness. 

Why Data Coverage Matters in Migration 

Migrating only partial or selectively filtered data can create serious operational gaps after go-live. Missing historical records, incomplete associations, or unmigrated engagement history can disrupt workflows, break automation logic, and reduce reporting accuracy. Teams may find themselves unable to track customer journeys properly, validate past performance, or maintain continuity in sales and service processes. 

Comprehensive data coverage ensures that your CRM remains a complete system of record and not just a partial snapshot of information. When contacts, deals, activities, custom fields, and relationships are migrated together and mapped correctly, your teams can continue working without confusion or rebuilding context manually. 

At G&H Automation, we approach migration with long-term usability in mind. Our goal is to ensure that the data you rely on daily is not only transferred but structured in a way that supports automation, reporting, forecasting, and decision-making from day one. 

Why Choose G&H Automation for Data Migration 

At G&H Automation, we focus on completeness and accuracy. We combine structured migration tools with hands-on expert oversight to ensure: 

• Field mappings are aligned with your business logic 
• Data relationships are preserved 
• Custom properties are handled correctly 
• Automation and reporting remain functional after migration 

Our process includes planning, validation, testing, and post-migration verification to minimize risk and avoid costly rework. This ensures your CRM data supports real operational workflows and not just storage or archival purposes. 

Ultimately, we aim to deliver a clean, reliable CRM environment that your teams can trust immediately after go-live. 

Planning a CRM Data Migration? 

If you’re preparing to migrate CRM data and want clarity on what can be moved and how it’s handled, G&H Automation can guide you through the process with confidence.