CRM & Integrations

Handshake · Port P3

CRM data models and data migration

Every CRM integration and every CRM migration is, underneath, a question about data: what a record is, which identifier is stable, which duplicate is the real customer, and which field means the same thing in two systems.

Articles in this topic explain the CRM data model in practical terms and walk through moving data between CRMs without losing history, relationships or trust in the numbers.

This topic answers

  • What is actually inside a CRM database?
  • How do you match and deduplicate customer records?
  • How do you prove a CRM migration lost nothing?

2 articles

Articles on crm data & migration

Inside this topic

What each article covers

Jump straight to the part you need. Every section below is a heading in the article it belongs to.

Implementation guide · 8 min

How to Migrate CRM Data: A Step-by-Step Plan With Reconciliation

  1. 01Inventory what you are actually moving
  2. 02Decide what not to migrate
  3. 03Write the mapping specification
  4. 04Clean and deduplicate before the load
  5. 05Load in dependency order with external IDs
  6. 06Run trial loads and reconcile
  7. 07Plan the cutover and the freeze
  8. 08Verify after go-live

Explainer · 6 min

What Is a CRM Database? Objects, Relationships and Identifiers Explained

  1. 01Is there a database inside every CRM?
  2. 02The core objects
  3. 03Relationships between records
  4. 04Identifiers: the part integrations depend on
  5. 05Fields, picklists and data types
  6. 06History, merges and deletion
  7. 07Ownership and permissions
  8. 08How integrations read and write the database

Related CRM services

  • CRM migration servicesComtau runs CRM migrations from a written mapping spec, with deduplication, trial loads, reconciliation reports and a cutover plan.
  • Custom CRM developmentComtau builds custom CRMs around a data model and pipeline rules that packaged CRMs cannot represent.
  • CRM implementation & consultingComtau plans and configures CRM rollouts: discovery, data model, configuration, data import, training and go-live.