Clean data for your CRM migration or merger

Before, and then again after. Cleaning before the move means you map fewer fields, move fewer records, and don't rebuild automation around bad data. A check after the move catches what the move itself broke, such as lost relationships, unassigned owners, and duplicates created while both systems were running. Quill does both.

Cutover is the day you switch to the new CRM. Right after it, check that record counts match, every record has an active owner, parent and child accounts are still linked, deals still have their contacts, and no new duplicates appeared. Quill's agents run these checks after go-live and keep running them, so problems surface in the first few days.

HubSpot matches companies on their domain, and it can create a company automatically from each new contact's email domain, so messy Salesforce websites turn into duplicate companies. Before the move, merge duplicate accounts in Salesforce, clean and standardize every account's website, and turn off automatic company creation in HubSpot while you migrate. Import companies before contacts and deals, then review any company without a domain, because HubSpot can't match those. Quill's agents match accounts before the load and flag look-alikes for a person to review.

Deduplicate companies and contacts in HubSpot first, then decide how HubSpot's lifecycle stages map to Salesforce leads, contacts, and opportunities, and map every deal stage and picklist value. Store each HubSpot record ID in an external ID field in Salesforce so related records load onto the right accounts and you can reconcile counts afterward. Leave behind what nobody will use, such as long-dead leads and bounced contacts. Quill does the matching and cleanup and checks the result after cutover.

Start by measuring duplicates, empty fields, and records owned by people who have left in Dynamics, and fix them there, where the data is still in context. Map Dynamics tables and option sets to Salesforce objects and picklists, and map Dynamics users and teams to Salesforce owners. Keep each Dynamics record's ID in an external ID field in Salesforce so relationships survive the load. Quill's agents profile and clean the Dynamics data, match it against anything already in Salesforce, and keep the new org clean after go-live.

Clean the source CRM first, then import companies before people, using domain as the matching key for companies and email for people. Pause email and calendar syncing in Attio during the migration, because synced inboxes can create new people and companies while the import is running. Afterward, review records that had no domain or email, since they could not be matched. Quill works with Attio as a source or destination and checks for duplicates before and after the move.

Usually not. Move active accounts and contacts, open deals, and the activity history reps need on accounts they still work. Archive long-closed deals, leads with no activity in years, and bounced contacts somewhere you can still reach them, instead of loading them into the new CRM. Agree on the cutoff before mapping starts, since every record you move has to be cleaned and matched.

Start by choosing which CRM you will keep and how you want the data organized in it. Then match the records that exist in both CRMs, decide which record to keep for each match, settle the fields that disagree, and move what is left. The matching is the hard part, because the same customer rarely has the same name, domain, or owner in both systems. Quill's agents do the matching and show you the evidence for each merge. If you are a private equity platform merging one add-on after another, see our page on CRM integration for private equity roll-ups.

The duplicate management built into your CRM only looks inside a single org or portal. Quill connects to both. Its agents compare names, domains, addresses, contacts, and activity the way a person would, and they look the company up on the web when the CRM data is not enough.

Yes. Quill works with data from any CRM, including Microsoft Dynamics 365, Oracle Siebel, SAP CRM, NetSuite, SugarCRM, Monday CRM, Copper, Close, and homegrown systems. Our agents clean the legacy data before the move, match it against your new CRM, and keep the new system clean afterward.

Yes. Quill handles the data side of the whole migration: checking the old system, cleaning it, matching records across systems, loading the clean records into the new CRM, and checking the result. If you already have an implementation partner or a migration tool moving the rows, Quill works alongside it and makes sure what goes in is clean.

As early as you can, ideally before field mapping starts. Our first check shows how much of your data is worth moving, which often makes the migration smaller. If you have already migrated and the new CRM is a mess, Quill can clean it up in place.

Quill is built for security-conscious companies and regulated industries. We never train foundation models on your data, and are HIPAA and SOC 2 compliant. Details are on our security page.