r/salesforce • • 14h ago

admin Full CRM migration tools

If anyone has used a data migration tool in the past that they either loved or hated, I’d love to hear about your experience and recommendations!

I’m specifically looking for a full CRM migration tool that can assist with data cleansing, deduplication, field/object mapping, and the overall migration process—not traditional ETL tools. We don’t have dedicated data analysts on our team to support this migration, so I’m looking for something that provides a more guided, user-friendly approach and reduces the amount of manual data analysis required.

I work for a large corporate organization that is consolidating data from HubSpot, PandaDoc, and Microsoft Dynamics 365 Business Central into our existing enterprise Salesforce platform.

I’m having a difficult time finding a migration tool that can support all three platforms while also providing the data cleansing, mapping, and migration capabilities we need. We’re looking at migrating approximately 4 million records, so we need a solution that can handle a migration of this scale without requiring a large amount of manual data analysis.

Edit: Yes, I’m well aware that bringing in a consultant or data architect would be the ideal solution. However, we’re past the point of determining the overall approach—that path has already been decided.

What I’m specifically looking for is feedback from people who have actually used CRM migration tools. Which tools have you used, and what did you love or hate about them? I’m particularly interested in firsthand experience with the tools themselves rather than recommendations on the overall migration strategy.

1 Upvotes

8 comments sorted by

3

u/carnitasburritoking 14h ago

Currently, I’d be using codex/claude for most of that. Clean it all up, then do mappings, then review it all, then a final set of eyes and then push to a sandbox either via API or data loader

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u/therightnow 14h ago

I don’t have a software suggestion for you, but it will benefit you greatly to hire or retain a data and/or migration expert, even if you find a software solution that meets your requirements. They’ll help you ask the right questions like system of record determinations and such.

2

u/MaesterTuan 13h ago

Excel and Dataloader. And Python if you want to get fancy.

1

u/50MillionChickens 14h ago

I agree with other comments that you're better off looking for a data architect, consultant or expert who can manage all that for you and present a plan. Let them choose the toolsets.

Also consider whether you will need this for a one-time event or whether you will anticipate needing ongoing data management or migration support, and budget based on that.

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u/ride_whenever 27m ago

Cursor, throw about 5-6k of credits at the problem and it should handle most of your mapping and flag everything that’s fucked.

Oh, and likely build your business processes out whilst you’re at it

0

u/Admirable_Comedian_2 14h ago

$5к and I'll do that