Free CRM migration tool · no signup
MOVE THE DATA.
NOT THE MESS.
Map a real CRM export to the new CRM before anything moves. Catch required fields, type conflicts and uncertain matches, then generate a 25-row pilot import.
Map before movingSource → target field contract
Catch risk before importRequired fields · data types · identity
Test before cutoverGenerate a 25-row pilot file
CRM Migration Planner
MAP THE FIELDS.
TEST THE IMPORT.
Upload the source export and a target template. The raw records stay in this browser while the tool builds the field map, migration risks and a testable pilot import.
01 · Source
Current CRM export
CSV, XLSX or XLS. Use one object at a time: contacts, companies or deals.
No source loadedChoose a real export or load the example.
02 · Target
Target CRM template
Upload the destination import template or a spreadsheet with the intended target headers.
No target loadedHeaders are enough to map. Example values improve the type checks. Use one worksheet per file.
Field map0 mapped
| Source | Target | Confidence | Transform |
|---|
Why this matters
Field names can look similar while meaning different things. Low-confidence matches stay visible so they can be confirmed before a pilot import is created.
Migration review
READY TO PILOT.
OR NOT YET?
Pilot gates
What moves where
| Source | Target | Transform | Confidence | Status |
|---|
Migration without guesswork
THE IMPORT IS
THE LAST STEP.
A safer migration starts by understanding the source, defining the target contract, testing the map and reconciling a pilot before production data moves.
Make the contract explicit.
Every source field either maps to a target field, gets transformed, or stays deliberately unmapped. Ambiguity is visible rather than buried.
Test a small import first.
Generate a local pilot file in the target structure so you can check field behaviour, picklists and validation rules before touching the full dataset.
Know what must pass.
Identity, required fields, type conflicts, record counts and unresolved mapping decisions become explicit go/no-go gates for the migration.
FAQ
BEFORE YOU
IMPORT.
This tool prepares the field map and pilot. Your CRM’s own import or implementation workflow still controls the production move.
Does this upload my customer data?
No. Source and target files are parsed in the browser. The optional migration review receives aggregate evidence such as mapping coverage and conflict counts, not customer rows or cell values.
Does it migrate directly into HubSpot, Salesforce or Pipedrive?
No. It prepares a target-shaped pilot file and migration contract. You use the target CRM's own test/import process or your implementation partner to run the actual migration.
How are field mappings suggested?
The browser uses header similarity, common CRM aliases and inferred data types. Ambiguous matches are left low-confidence or unmapped so a human can confirm them.
Why use a pilot file?
A small pilot lets you verify required fields, picklists, associations, transformations and reporting behaviour before a full production cutover. The generated sample is spread across the source dataset rather than simply taking the first 25 rows.