Moves to Salesforce from HubSpot, Zoho, Microsoft Dynamics, SAP and custom-built systems, mapped, cleaned and validated before a single record reaches production.
Salesforce Select Partner
Salesforce data migration moves your customer data into Salesforce without losing records, relationships or history. HabileLabs maps every field, cleans duplicates, validates every record and runs a full parallel check before production. The migration does not close until the data in Salesforce matches what came out of the source.
A company invests in Salesforce and three months later the sales team challenges every report because the numbers do not match what they remember from the old CRM. The platform is fine. The data that was moved into it is not.
We inventory every source system, assess data volumes, and identify quality issues before anything is touched. You get a clear picture of what is being migrated, what needs cleaning, and what the risks are, before the project starts.
Every field from your source system mapped to the correct Salesforce object and field: accounts, contacts, leads, opportunities, custom objects, relationships. Every decision is documented. Nothing is assumed.
Deduplication, format standardization, null handling, relationship repair. We do not migrate the mess. We clean it first, then move it.
A full dry run into a Salesforce sandbox. Validation checks against the source data, error logs reviewed, every issue resolved before anything touches production.
Record counts and field values compared across every object between source and destination. Discrepancies are investigated, not explained away.
Zero-downtime cutover to production, executed to a defined schedule with monitoring throughout. A documented rollback plan is in place before go-live begins.
Deals, contacts, companies, notes, email history and custom properties.
Leads, accounts, contacts, opportunities, activities and custom modules.
Customer master data, sales orders and service history.
Accounts, contacts, opportunities, cases and relationship data.
Structured export, mapping and migration.
Full contact and pipeline migration.
What you can hold us to on this service.
HabileLabs has been vetted by Salesforce for implementation, which includes data migration.
Data migration is part of most Salesforce projects we deliver, from HubSpot, Zoho, Dynamics, SAP and custom databases.
We stay until your team is using the data with confidence. Post-migration sign-off is part of the engagement.
The migration specialist who scopes your project is the one executing it.
Client results on Salesforce
Salesforce · AgentforceOrgs → 1Salesforce orgs consolidated, then routine work automated with AgentforceUnaric →
Salesforce · Integration1 viewof every client across sales, support and project deliveryGreenfinch →
Salesforce · MuleSoftWeeks → daysloan turnaround after moving origination to a Salesforce LOSAavas Financiers →A straightforward migration from one well-maintained source system with under 50,000 records takes two to four weeks. Migrations from multiple systems with significant data quality issues take four to ten weeks. We give you a realistic timeline after the discovery audit.
Yes, where the source system supports export of those records. We migrate standard CRM objects, related activity history, notes, tasks, and file attachments. We confirm what is possible during discovery before committing to scope.
We flag it during the audit and agree a handling strategy before migration begins: clean and migrate, archive without migrating, or migrate with a quality flag for manual review. Nothing moves without a decision being made about it.
Yes. Remediation of a failed or partial migration is one of our most common engagements. We assess what was moved, what was missed, and what was corrupted, then run a targeted remediation to bring the org data to the standard the business needs.
Tell us where your data lives today, and we will outline how it moves, what needs cleaning and the risks.
Jaipur · Gurugram · Mumbai · Udaipur · Plano · Surrey · Zug
