Data Cleanup & Migration
Bad data is the silent killer of automation, reporting, and CRM trust. Duplicates, missing fields, inconsistent formatting, and orphaned records make every system downstream unreliable. We clean your data, migrate it safely, and build validation rules to keep it clean permanently.
Get a Free Data AuditBefore Cleanup
After Cleanup
Dirty Data Breaks Everything Downstream
Your CRM has 10,000 contacts and you trust 2,000 of them
Duplicates everywhere. Half the emails bounce. Phone numbers are in three different formats. Nobody trusts the data, so nobody uses the system. You're paying for a CRM that's essentially a junk drawer.
You're stuck on an old platform
You need to move from spreadsheets to a CRM, or from one CRM to another. But your data is messy, and you're terrified of losing records, breaking integrations, or corrupting relationships during the migration.
Automation fails because of bad data
Your follow-up sequences send emails to invalid addresses. Your reports show wrong numbers because of duplicates. Every automation you build on dirty data produces dirty results. Garbage in, garbage out.
From Messy to Reliable in Four Steps
Audit
Export and analyze your current data. Identify duplicates, missing fields, invalid formats, orphaned records, and inconsistencies. Generate a data quality report with specific issues and counts.
Clean
Deduplicate contacts using matching algorithms. Standardize formats (phone, email, address). Fill gaps where possible. Flag records that need human review. Validate against external sources.
Migrate
Map fields from source to destination system. Transform data to match the new platform's schema. Run test migrations, validate results, and execute the final cutover with rollback capability.
Protect
Set up validation rules, required fields, format enforcement, and deduplication triggers to prevent data quality from degrading again. Build monitoring to catch issues early.
What You Get
- Comprehensive data quality audit report
- Duplicate detection and merge (contacts, companies, deals)
- Email validation and bounce removal
- Phone number standardization and formatting
- Address normalization and verification
- Field mapping document (source → destination)
- Test migration with validation report
- Production migration with rollback plan
- Post-migration data integrity verification
- CRM validation rules to prevent future dirty data
- Deduplication automation (ongoing)
- Data quality monitoring dashboard
Data cleanup and migration combines automated scripting with human-reviewed edge cases. We use deterministic matching for obvious duplicates and fuzzy matching for probable matches, always erring on the side of preserving data.
- Python scripting for bulk data transformation, normalization, and validation
- SQL queries for duplicate detection using exact and fuzzy matching algorithms
- Levenshtein distance and phonetic matching for probable duplicate identification
- Email validation via SMTP verification and syntax checking
- Phone number parsing and formatting using international standards (E.164)
- Address standardization using USPS/postal service formatting
- ETL (Extract, Transform, Load) pipelines for structured migrations
- CRM API integration for direct data push (avoiding manual CSV import)
- Rollback capability: full pre-migration snapshots for safe recovery
- Post-migration validation scripts comparing source and destination record counts
- Ongoing deduplication rules triggered on new record creation
- Data quality scoring: each record gets a completeness/accuracy score
Who This Is For
Spreadsheets to CRM
Your business has been tracking clients in Excel for 5 years. 8,000 rows, inconsistent formatting, duplicates, and no structure. We clean the data, map it to CRM fields, import it with proper pipeline stages, and set up validation rules so the mess doesn't return.
CRM to CRM Migration
You're moving from Salesforce to HubSpot (or any platform switch). We export everything — contacts, companies, deals, notes, activities — clean and transform it, and import into the new platform with relationships preserved. No lost records, no broken links.
Multi-Source Data Merge
You acquired a company, merged teams, or consolidated tools. Now you have overlapping contact lists from 3 different systems. We merge them into one clean dataset, resolving duplicates, reconciling conflicting data, and producing a single source of truth.
What This Actually Does for You
Typical reduction in total contact records after deduplication — bloat removed, real contacts preserved.
Data integrity — every record validated, formatted, and verified post-migration.
Migrations executed with rollback plans so nothing breaks if issues arise.
Validation rules prevent data quality from degrading after the cleanup.
Related Services
Get a Free Data Audit
We'll analyze your current data, identify duplicates and quality issues, and give you a clear report on what needs to be fixed — before you spend a dollar.
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