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Accelerators · Data Migration Kit

A proven kit for zero-loss migrations.

The Data Migration Kit is our tested toolkit and playbook for moving data into Salesforce from HubSpot, Dynamics, Pipedrive and legacy systems, with validation, de-duplication and audit trails at every step.

At a glance
Zero-loss
Every record reconciled
Tested
Reusable toolkit & playbook
Audit trail
For every load
Low downtime
Rehearsed, phased cut-over
Since 2017
10+ years of delivery
200+
Projects delivered
100+
Salesforce certifications
5
Regions served
The challenge

Most migrations start from a blank page.

Mapping sheets, load scripts and reconciliation checks get rebuilt on every project, which is where mistakes creep in. The kit packages what works, so your migration starts from a proven baseline.

✕
Migration planned from scratch
Every project reinvents mapping, loads and checks.
✕
Risky cut-over weekends
No rehearsal, no reconciliation, no way back.
✓
A proven kit, ready to run
Templates, loaders and checks that make migrations predictable.
What is in the kit

Templates, tools and checks for every stage.

The kit is delivered with our migration team, from source profiling to cut-over and sign-off.

Source Profiling

Scripts that measure volumes, gaps, duplicates and quality in the source before any mapping.

Mapping Templates

Proven field and relationship mappings for common sources, adapted to your org.

Cleansing & De-duplication

Standardisation and matching rules so you start Salesforce with clean data.

Load Framework

Dependency-ordered loads with external IDs, so relationships and history come across intact.

Reconciliation Checks

Counts, checksums and sample checks that prove every record arrived.

Rollback & Audit

Backups, a tested rollback path and an audit trail for each load.

Capabilities

Designed for zero loss and minimal downtime.

Faster start

Templates and scripts mean less time building tooling and more time on your data.

Proof, not promises

A reconciliation report owners can sign off before go-live.

Rehearsed cut-over

Trial loads tell you exactly how long the final move takes.

Relationships preserved

Owners, related records, activities and attachments kept together.

Always reversible

Go / no-go criteria and a tested way back.

Migration specialists

Delivered by our data migration team.

Common sources

Systems the kit already handles.

HubSpot to Salesforce

Contacts, companies, deals, activities and properties.

Dynamics to Salesforce

Accounts, contacts, opportunities, cases and custom entities.

Pipedrive & Zoho to Salesforce

Pipelines, deals, people and notes.

Legacy & databases

In-house systems, SQL databases and spreadsheets.

How it works

From profile to signed-off cut-over.

01

Profile

Run the profiling scripts and agree scope, volumes and cut-over approach.

02

Map

Adapt the mapping templates and sign off fields, rules and relationships.

03

Cleanse

Apply standardisation and de-duplication rules to the source data.

04

Rehearse

Trial loads into a sandbox until counts and checks are clean.

05

Cut over

Final load in the agreed window, with go / no-go checks.

06

Reconcile & sign off

Reconciliation report, owner sign-off, hypercare and source archive.

Packages

From one source to a full consolidation.

Fixed-scope packages that use the kit, sized to your sources and volumes.

Assessment

Know the risks up front

Source profiling report
Mapping review
Migration plan & estimate
Risk & downtime assessment
Talk to us
Popular

Standard Migration

One source, core objects

Everything in Assessment
Cleansing & de-duplication
Rehearsed loads
Reconciliation report
Talk to us

Consolidation

Several sources or orgs

Everything in Standard
Multiple sources & orgs
Phased cut-over
Hypercare & archive
Talk to us
Engagement models

Work with us the way that fits.

Dedicated team

A cross-functional Salesforce squad embedded with you for the long haul.

Project-based

Fixed-scope delivery with clear milestones, timelines, and outcomes.

Staff augmentation

Certified experts who extend your in-house team on demand.

Why iTechCloud

A Salesforce partner accountable to your outcomes.

Salesforce Select Partner

100+ certifications across Sales, Service, Data, and AI clouds.

AI-first delivery

Every implementation is built to be Agentforce- and Einstein-ready from the ground up.

Five-region coverage

Follow-the-sun delivery across USA, UK, Europe, Middle East, and APAC.

Outcome accountability

We tie our engagements to adoption and revenue metrics, not hours billed.

Connected ecosystem

Built on Salesforce-native tooling.

The kit uses Bulk API and Data Loader for volume, with MuleSoft or custom transforms where the data is complex.

Salesforce
MuleSoft
Tableau
Slack
AWS
Google Cloud
FAQ

Data Migration Kit, answered.

Our tested toolkit and playbook for moving data into Salesforce: profiling scripts, mapping templates, a load framework, reconciliation checks and rollback procedures, delivered with our migration team.
Commonly HubSpot, Microsoft Dynamics, Pipedrive, Zoho and legacy databases or spreadsheets. Other sources can be added with the same framework.
Every load is reconciled with record counts, checksums and sample checks, captured in a report that owners sign off.
Usually little. Rehearsals tell us how long loads take, and phased or delta loads keep the final cut-over short.
Yes. Loads run in dependency order with external IDs, so owners, related records, activities and attachments stay connected.
The kit is what our Data Migration service runs on. Buying it as an accelerator gives you a fixed-scope package with the kit at its core.

Ready for a migration with no surprises?

Book a call. We will profile your source data and scope the move.