CRM Migration

Move your CRM in one click

One click, not six months

Most CRM migrations are a project, a six-figure project. You hire a consultant, you map fields in a spreadsheet, you sit through months of meetings, and you discover what didn’t make it across long after go-live.

Our migration runs in one click. No consultants. No spreadsheets. No mystery.

  • One-click import: point us at your export and we do the rest
  • No third-party consultants required
  • No field-mapping spreadsheets to maintain
  • Migration completes in hours, not months
See how migration works
Operations lead reviewing constituent data on a clean dashboard

Three ways traditional migrations fail you

These aren’t edge cases. They’re the patterns we hear from every institution before they switch.

Problem 01

Consultant Required

The Six-Figure Project

Most CRM migrations require a dedicated consultant, a custom statement of work, and a project manager you’ll never see again. The bill arrives long before the value does, and most institutions discover the gaps months after go-live.

Problem 02

Lossy by Default

The Disappearing History

Migration tools quietly drop the data they can’t easily map. Custom fields disappear. Notes get truncated. Multi-year giving history gets compressed into a single “lifetime total” because mapping every transaction is too hard.

Problem 03

The 80% Promise

The Manual Cleanup

Vendors brag about migrating “80% of your data automatically.” That’s a polite way of saying the 20% you actually care about, your custom workflows, event histories, and edge cases, has to be entered by hand.

Database administrator working through legacy CRM exports

Any CRM. We mean any.

Whether you’re on a category leader or a homegrown Access database from 2008, we can pull from it. Our import handles every common nonprofit and cultural-institution CRM, and almost every uncommon one.

If you can export it, we can import it.

  • Salesforce, Blackbaud Raiser’s Edge, DonorPerfect, Bloomerang
  • Neon, Kindful, Little Green Light, Network for Good
  • Custom-built databases, Microsoft Access files, FileMaker
  • CSV exports, Excel spreadsheets, even legacy systems no one supports anymore
Tell us your current CRM

100% coverage: every field, every history

Most migrations leave gaps. Notes get truncated. Custom fields get dropped. Decades of donor history collapse into a single “lifetime total” because mapping every transaction is too hard.

We import every record, every field, every interaction, exactly as it was.

  • Every donation, gift, pledge, and recurring transaction
  • Every contact note and interaction log, in full
  • Custom fields preserved with their original structure
  • Multi-year giving history intact, not summarized away
See a sample migration
Development director reviewing a complete donor history record
Social Good platform

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