Spreadsheets, an old database, an EMR export, a phone system's call history, a system someone built in-house. Legacy data has its own shape, not a CRM's. We have moved data from all of these into Salesforce, building the objects it needs, pulling documents through APIs where there is no export, and keeping the history readable.
900+ integrations completed · Salesforce partner · We sign BAAs
How a legacy migration runs
Exports, database extracts or the system's API, including documents
Storage reviewed, custom objects built, fields mapped
Loaded and checked, then triggers and connected apps turned back on
The first problem with a legacy system is getting the data out. Some give clean exports. Old databases give tables that have to be joined back into records. Some systems only hand over documents through an API, so we pull them through it.
The second problem is fit. A homegrown system has its own idea of what a record is. Salesforce can be changed in any way, so before the load we review storage, plan the custom objects the data needs, and build them, instead of forcing old data into fields that mean something else.
Documents go into Salesforce Files, which count against file storage rather than data storage, and orphaned data is cleaned up on the way. Integrations and triggers that were paused for the load are turned back on and tested after it.
What's included
Business accounts, contacts and lists bulk imported from spreadsheets, cleaned and deduped first.
Tables joined back into records, codes translated into picklist values, and keys kept as External IDs.
Historical records from Kipu and Sunwave uploaded to Salesforce, with assessment fields mapped. We sign BAAs for healthcare work.
Historical call data and SMS history loaded as activities on the right records, with long call notes on a custom activity object.
Data that fits no standard object gets custom objects, planned from a storage review and built before the load.
Where a system only offers documents through its API, we pull them into Salesforce Files on the right record.
Files kept in file storage, not data storage, and orphaned data cleaned up.
Historical values mapped from old fields into the fields your team uses now, so reports cover the full history.
Original created dates kept, with an "Original Created Date/Time" field where needed, and owners mapped including people who have left.
Triggers and connected apps paused for the load turned back on and tested.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. Tell us what the system is and how the data comes out, and we will tell you how it should land in Salesforce. No obligation.
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How it works
The legacy system, how data comes out of it, and what your team needs in Salesforce.
Priced by project, not by the hour. You approve before we start.
Data extracted, storage reviewed, custom objects built, mapping signed off, sandbox load checked.
Production loaded and validated, integrations and triggers back on, your team moved over.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
If it has an API, yes: we pull the data and documents through it. If it has a database, we extract from the tables.
We build custom objects for it before the load, planned from a review of your data and storage.
Yes. We have uploaded historical records from Kipu and Sunwave into Salesforce, and we sign BAAs for healthcare work.
Documents go into Salesforce Files, which use file storage, not data storage. We review storage before the load.
Yes. Historical call data and SMS history load as activities on the right records.
By project, not by the hour. The first call is free, and you get a project quote after it.
