CRM migrations with clean mapping associations and controlled cutover
Move CRM data safely with mapping validation association integrity and governed change management.
CRM migrations with clean mapping, associations, and controlled cutover
CRM migrations fail when teams treat them as a simple export/import. Real migrations must preserve custom fields, associations, ownership, and the operational meaning of stages. Sanka helps you run CRM migrations as a governed process with validation and traceability.
Map standard and custom fields to stable properties so downstream workflows do not break after cutover.
Preserve relationships (company, contacts, deals, custom objects) so teams keep context and history.
Dry-run, validate, reconcile, then cut over with clear ownership and an audit-ready checklist.
What to migrate (beyond records)
- Core objects (companies, contacts, deals) and custom objects
- Custom fields and field types
- Pipelines and lifecycle stages (and what they mean operationally)
- Associations and labels (how records relate in both directions)
- Ownership and permissions assumptions
| Migration layer | What can go wrong | What to standardize |
|---|---|---|
| Fields | Missing required data, wrong types | Mapping, defaults, validation rules |
| Associations | Orphaned records, broken context | Association mapping and reconciliation |
| Stages | Forecast and handoffs break | Stage definitions and triggers |
| Dedupe | Duplicates explode | Matching keys and review workflows |
[DRY RUN] Import sample accounts and deals
-> Validate required fields and types
-> Reconcile association counts
[OK] Cutover checklist complete
-> Run full import and lock legacy edits
Make the migration defensible
Governance reduces rework and prevents a second migration six months later.
Define required fields and checks so imported records are operationally usable.
Keep traceability of mapping decisions, exceptions, and final reconciliation outputs.
Run a controlled freeze window and communicate ownership across sales, ops, and IT.
Get started
- Scope: list objects, custom fields, and associations to migrate.
- Map + validate: define field types, required fields, and defaults.
- Dry-run: import a representative sample and reconcile counts and links.
- Cut over: freeze edits, run the final migration, then monitor and fix exceptions.
Helpful docs:
