Real-estate team moving from spreadsheets to Follow Up Boss
A 3-agent team has 500 leads across three messy Google Sheets that need deduped, tagged by source, and imported into Follow Up Boss without losing notes.
CRM Data Migration
Tier 2 · Business Operations · $100 · 6–10 hrs · 7 day turnaround
Listed price is the project base price. A 3% payment processing fee is added at checkout. The full total is charged upfront when you place your order.
Clean, format, and migrate contact data (up to 500 records) into a new CRM system.
You'll get a cleaned, properly formatted dataset and a complete migration blueprint for moving up to 500 contact records into your new CRM. A vetted student will deduplicate entries, standardize phone and email fields, map your old column names to your new CRM's fields, and document every step so the import runs without errors on your first attempt.
Deliverables
- Cleaned and formatted data file
- Migration log
- Field mapping document
What's included
- Up to 500 records
- Data cleaning
- Field mapping and import
Not included
- CRM setup or configuration
- More than 500 records
- Ongoing data management
What you'll get
Your current contact data as a CSV, Excel file, or Google Sheet (up to 500 rows); the name and field structure of your destination CRM; any notes about which columns matter most or contain messy formatting (mixed phone number styles, inconsistent date formats, etc.).
De-duplication by email and phone number; standardization of phone formats (e.g., (555) 123-4567), date fields, and name capitalization; creation of a field mapping sheet showing old column → new CRM field names; a test import into a sandbox or dummy account if your CRM allows it; line-by-line logging of any records flagged or removed.
A cleaned CSV or Excel file ready to import; a field mapping document (spreadsheet or PDF) showing exactly how each old field aligns with your new CRM; a migration log listing the total records processed, duplicates merged, records flagged for manual review (if any), and the date completed.
Your payment stays in escrow until you confirm the data imported cleanly into your live CRM with no missing or garbled fields.
Common use cases
Agency switching from Hubspot to Pipedrive
A consulting agency moving CRMs needs 500 contacts and their deal history cleaned and mapped to Pipedrive's pipeline structure.
Nonprofit consolidating two donor lists post-merger
Two recently merged nonprofits have overlapping donor databases (500 combined records) needing dedup, giving-history reconciliation, and import to Bloomerang.
Consulting firm consolidating client contacts after acquiring a smaller team
You've brought on a 12-person consulting group and now have duplicate client records scattered across two spreadsheets with different naming conventions. You need all 350 unique prospects merged into Salesforce before Q1 sales calls begin. The student will identify overlaps by email domain and company name, keep the most recent contact date, and ensure phone numbers are consistent.
E-commerce startup preparing first email campaign with clean customer data
You've grown from Mailchimp to a purpose-built CRM but your 280 customers are stored across order forms, survey responses, and manual sign-up sheets with duplicate emails and incomplete phone fields. The student will deduplicate by email, fill gaps with available data, and structure everything so your first segmented campaign sends without bounces.
Fitness studio owner importing inactive and active member lists into one platform
You're closing a secondary location and need to merge 420 inactive member records with your 280 active members into Zen Planner without creating duplicate billing profiles. The student will cross-check by phone and email, flag any records with conflicting membership status, and create a prioritized import sequence.
Frequently asked questions
What file formats do you accept for the original data?
CSV, Excel (.xlsx or .xls), Google Sheets, or even a single tab from a larger workbook. If your data is locked in a proprietary system, export it as CSV first—we'll work from that export.
What counts as a duplicate record, and how do you decide which to keep?
Two records are duplicates if they share the same email address or phone number. We keep the record with the most recent activity date or interaction, and note the merge in the migration log so you have a reference if you need the older data.
Does the 500-record limit include duplicates, or is that 500 unique contacts?
The limit is 500 total rows in your source file before cleaning. If you have 550 rows with 50 duplicates, that's outside scope—contact us to discuss pricing for the full volume.
Will you test the import in my CRM's sandbox or staging account?
If your CRM offers a free sandbox or demo account, yes—we can run a trial import to catch field mismatches before you use your live account. If it doesn't, we'll provide the cleaned file and mapping sheet so you can test it yourself, and we'll be available to troubleshoot any errors.
What happens if I realize mid-project that I have 650 records, not 500?
Let us know as soon as possible. The additional 150 records fall outside the Tier 2 scope and would require a separate project or price adjustment. We'll pause and discuss options with you before proceeding.
Ready to get your project started?
Select a scope and let your Shamrck PM handle the rest. Pay the full total upfront at checkout, then review and approve the completed deliverable. Approval does not trigger a new charge.
Already have an account? Log in