Moving data from spreadsheets or an older CRM into vTiger, with mapping, cleaning, validation and history preserved.
Overview
Years of customer history often sit in an old CRM, spreadsheets or several disconnected tools. A rushed migration loses relationships between records, creates duplicates and leaves the team without the history they rely on.
This solution moves that data into vTiger carefully. We map every field and relationship, clean and deduplicate the data, run test migrations that your team checks, then perform the final move with minimal downtime and a clear validation report.
The challenge
- Data spread across an old CRM, spreadsheets and email
- Duplicates and inconsistent formats
- Relationships between contacts, deals and tickets at risk of being lost
- Limited time for the switch-over
Our approach
- Audit the source data: We review structure, volume, quality and the relationships that must be kept.
- Map and clean: Fields, picklists and users are mapped, and duplicates and formats are fixed.
- Test migrations: Trial imports are checked by your team against agreed samples and counts.
- Final move and validation: The final migration runs in a planned window with a validation report.
What the solution includes
- Field and relationship mapping
- Data cleaning and deduplication
- Migration of notes, activities and attachments
- User and ownership mapping
- Test runs with sign-off
- Validation report after go-live
Technology
vTiger CRM, MySQL, PHP, CSV and Excel, source CRM APIs (Salesforce, Zoho, HubSpot, SugarCRM, SuiteCRM and others).
Who it is for
Businesses moving to vTiger from spreadsheets or another CRM, and teams consolidating several systems into one.
Frequently asked questions
Which systems can you migrate from?
Spreadsheets and most CRMs, including Salesforce, Zoho, HubSpot, SugarCRM, SuiteCRM and older vTiger versions.
Will we lose history such as notes and emails?
We plan to keep notes, activities and attachments where the source system allows them to be exported.
How long is the downtime?
Most work happens in advance through test runs, so the final switch-over is usually short and planned with you.
Related services
Have a similar requirement? Talk to our team for a free consultation, or browse more case studies.
