Every CRM migration horror story starts the same way: “We just exported everything and imported it.” No audit. No cleanup. No field mapping. No automation documentation. The result: broken relationships, missing data, duplicate records, and a team that blames the new CRM for problems caused by bad migration.
TechEsperto has completed 150+ CRM migrations with zero data loss. Every one followed this 5-phase readiness process. Use it to prepare YOUR migration — whether you hire us or do it yourself.
Before touching anything, understand what you have:
☐ Total Contacts/Leads: ___ ☐ Total Accounts/Companies: ___ ☐ Total Deals/Opportunities: ___ ☐ Total Activities (calls, emails, meetings, notes): ___ ☐ Total Cases/Tickets: ___ ☐ Total Campaigns: ___ ☐ Custom Objects/Modules: list each with record count ☐ Documents/Attachments: total count and total file size
☐ Total Contacts/Leads: ___ ☐ Total Accounts/Companies: ___ ☐ Total Deals/Opportunities: ___ ☐ Total Activities (calls, emails, meetings, notes): ___ ☐ Total Cases/Tickets: ___ ☐ Total Campaigns: ___ ☐ Custom Objects/Modules: list each with record count ☐ Documents/Attachments: total count and total file size
Clean BEFORE migrating — not after:
☐ Merge duplicate Contacts (keep the most complete record) ☐ Merge duplicate Accounts (“Acme Inc” + “ACME Incorporated” + “acme” → one record) ☐ Merge duplicate Leads that were never converted ☐ Document merge rules: which record wins when fields conflict?
☐ Merge duplicate Contacts (keep the most complete record) ☐ Merge duplicate Accounts (“Acme Inc” + “ACME Incorporated” + “acme” → one record) ☐ Merge duplicate Leads that were never converted ☐ Document merge rules: which record wins when fields conflict?
Map every field from your current CRM to SuiteCRM:
☐ Create a spreadsheet: Column A = Source CRM field name, Column B = SuiteCRM field name, Column C = Data type, Column D = Notes ☐ Map all Contact fields (name, email, phone, title, address, etc.) ☐ Map all Account fields (company name, industry, size, website, etc.) ☐ Map all Deal/Opportunity fields (name, value, stage, close date, probability) ☐ Map all Activity fields (subject, date, type, related records) ☐ Map all Case/Ticket fields (subject, status, priority, assigned to)
☐ Create a spreadsheet: Column A = Source CRM field name, Column B = SuiteCRM field name, Column C = Data type, Column D = Notes ☐ Map all Contact fields (name, email, phone, title, address, etc.) ☐ Map all Account fields (company name, industry, size, website, etc.) ☐ Map all Deal/Opportunity fields (name, value, stage, close date, probability) ☐ Map all Activity fields (subject, date, type, related records) ☐ Map all Case/Ticket fields (subject, status, priority, assigned to)
Document everything that needs rebuilding in SuiteCRM:
☐ List every active automation/workflow/flow in your current CRM ☐ For each: describe trigger, conditions, and actions ☐ Prioritize: which automations must be live on Day 1? Which can wait? ☐ Plan SuiteCRM equivalents — Workflows for standard automations, Logic Hooks for complex logic ☐ Use our Automation Blueprint to design the complete architecture
☐ List every active automation/workflow/flow in your current CRM ☐ For each: describe trigger, conditions, and actions ☐ Prioritize: which automations must be live on Day 1? Which can wait? ☐ Plan SuiteCRM equivalents — Workflows for standard automations, Logic Hooks for complex logic ☐ Use our Automation Blueprint to design the complete architecture
Data must be imported in this exact order to preserve relationships:
Data must be imported in this exact order to preserve relationships:
Send us your source CRM type, record counts, and custom object list. We’ll provide migration complexity estimate, timeline, cost range, and AI recommendations — within 48 hours, free.
As the Official SuiteCRM Professional Partner, TechEsperto has migrated businesses from Salesforce, HubSpot, Zoho, Dynamics, SugarCRM, Pipedrive, Copper, and spreadsheets — 150+ migrations with zero data loss.
Get your free migration assessment → | Migration services → | Email: info@techesperto.com