Moving Your Data Safely Into a New System
Migrating years of records from spreadsheets, a legacy database or an existing CRM is one of the highest-risk parts of adopting a new system. Forumly plans and tests each migration before any live data is touched.
A structured approach to moving data
Excel Migration
Migrating data held in Excel workbooks into a structured database.
CSV Migration
Importing CSV exports from other systems in a controlled, validated way.
Legacy Database Migration
Moving data out of an older or unsupported database platform.
Existing CRM Migration
Migrating from a generic CRM that no longer fits your organisation.
Data Mapping
Mapping every source field to its correct destination before migration begins.
Cleaning
Correcting and standardising data as part of the migration process.
Validation
Checking migrated data against the original source for accuracy.
Testing
Testing the migrated dataset within the destination system before go-live.
Rollback Planning
A rollback plan prepared in advance in case a migration needs to be reversed.
Plan, map, test — then migrate
Live data is never migrated directly without first being mapped, cleaned and tested against a copy of the destination system. This reduces the risk of lost, duplicated or incorrectly matched records during the move.
Frequently needed alongside data migration
Discuss migrating your existing data
Tell Forumly what system your data currently lives in.
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