Unify your CRM data and start fresh, without losing context.
Whether you’re migrating to a new CRM, consolidating multiple systems, or merging data from an acquisition, bad imports can break everything — from pipeline reports to lead routing.
At DataBees, we help GTM teams import, map, and merge data accurately. We ensure every account, contact, and deal record lands in the right place with the right relationships intact. So your sales and marketing teams can continue selling without interruption.
Done wrong, a CRM migration can create more chaos than it solves:
Clean, format, and prepare data for import without breaking field mappings, automations, lead scoring, or workflows.
Combine multiple CRMs (post-acquisition or team consolidation) into a single, unified instance with clean account hierarchies and deduplicated records.
Build perfectly formatted CSVs and map every field correctly.
Recreate the correct relationships between accounts, contacts, opportunities, and activities so nothing gets lost.
Run test imports in a sandbox environment to confirm everything works before touching production data.
Take full backups or clone instances to ensure you can roll back if needed.
We customize every project workflow to your requirements, but here is an example of how this process could work for you.
We review your existing systems, define goals, and create a clear project scope.
We clean, dedupe, and format your data, mapping every field to its correct location.
We validate the process with a controlled import to catch issues before go-live.
We initiate the migration/merge and rebuild account-contact-deal structures.
We cross-check accounts, verify field accuracy, and ensure that automations function properly.
We integrate directly with your processes, automations and tech stack.
Book a call with our team to discuss your CRM importing and merging project.
