Field mapping
Without Sanka
Teams discover custom fields and picklist drift during import.
With Sanka
Map source fields, target fields, transforms, and owners before loading.
Plan and run CRM migrations without losing revenue context
Move customer, company, deal, activity, and back-office data between CRMs with AI-assisted mapping, controlled cutover, and post-migration checks.
CRM migration
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Overview
A migration layer between CRM, RevOps, and back office
Map source data before the move
Inventory companies, contacts, deals, activities, custom fields, associations, and active workflows before anything is loaded.
Keep CRM and back-office context together
Preserve links from CRM records to quotes, orders, invoices, inventory, payments, and approvals so the new CRM is not isolated from operations.
Validate after cutover
Compare counts, owners, statuses, field coverage, associations, and exception lists before users rely on the new CRM.
Tutorial
Run the migration in controlled phases
- 01Discover and mapAudit objects, fields, workflows, integrations, owners, and usage. Create a mapping table for every field that will move.
- 02Load, rebuild, and testLoad records in dependency order, rebuild only the workflows that still matter, and test reports, permissions, and downstream operations.
- 03Cut over and stabilizeFreeze writes, sync final deltas, move users, and track exceptions during the first four weeks after launch.
Compare
Where CRM migration risk shows up
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Field mapping | Teams discover custom fields and picklist drift during import. | Map source fields, target fields, transforms, and owners before loading. |
| Relationships | Companies, contacts, deals, tickets, and custom objects lose associations. | Validate associations and relationship labels as part of the migration checklist. |
| Back office | Quotes, orders, invoices, inventory, and payments are handled after CRM go-live. | Scope back-office dependencies before cutover so the CRM remains usable for operations. |
| Stabilization | Users find broken reports and automations after launch. | Track post-cutover exceptions, record owners, and workflow fixes in one review loop. |
Relationships
Without Sanka
Companies, contacts, deals, tickets, and custom objects lose associations.
With Sanka
Validate associations and relationship labels as part of the migration checklist.
Back office
Without Sanka
Quotes, orders, invoices, inventory, and payments are handled after CRM go-live.
With Sanka
Scope back-office dependencies before cutover so the CRM remains usable for operations.
Stabilization
Without Sanka
Users find broken reports and automations after launch.
With Sanka
Track post-cutover exceptions, record owners, and workflow fixes in one review loop.
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
FAQ
CRM migration FAQ
Is this only for Salesforce to HubSpot migrations?
No. The same planning model works for Salesforce, HubSpot, and other CRM moves. Sanka also has a dedicated Salesforce to HubSpot migration page when that is the exact path.
Does Sanka replace a migration consultant?
Sanka can be used directly by RevOps teams or alongside a consultant. The product focuses on mapping, validation, back-office continuity, and the cutover checklist.
What does the tutorial cover?
The tutorial walks through the five migration phases: discovery, design, build, cutover, and stabilization.
How does this connect to back-office operations?
Sanka links CRM records to quotes, orders, invoices, inventory, payments, and approvals so the new CRM does not lose operational context.