Salesforce data migration

Meet Mack. He moves your business into Salesforce.

Customers, jobs, invoices and years of history come out of the systems you use today and land in Salesforce cleaned, matched and checked. You see every record before Mack writes a single one.

Nothing gets written until you say so.

5,356records moved into Salesforce
$276Kof revenue history reconciled to the cent
4systems merged into one org
648customer visit histories added
0duplicates created on re-runs

From Mack's first production move: a Florida wellness studio on Stripe, Squarespace, Acuity and Gmail.

Try it

Move a sample org with Mack.

Pick your industry and systems, make the same calls a real migration asks for, and watch Mack run the dry run. It takes about a minute.

Demo only. Industry percentages are illustrative, and nothing you pick leaves your browser.

What Mack does

More than an import. A clean start.

Finds The Mess First

Blank names, bad dates, broken emails and duplicate IDs, each listed by row with a suggested fix.

Fills Gaps Across Systems

A customer with no name in your payment system usually has one in your store or booking app. Mack fills the blank.

Matches People And Companies

The same customer in three systems becomes one Account and one Contact.

Keeps History Connected

Contacts stay on their Account, every sale names its buyer, and records keep the date they really happened.

Safe To Run Again

Every record keeps a permanent source ID, so a second run creates nothing new.

Proof At The End

A reconciliation report ties every count and dollar back to the source.

Industries

Mack knows how your industry runs.

Every industry keeps its customers and revenue a little differently. Mack starts from the choices companies like yours usually make, then fits them to you.

Systems

Whatever you run on today, Mack can bring it over.

If it exports to a spreadsheet or has an API, Mack can move it.

CRM

  • Salesforce (org to org)
  • HubSpot
  • Zoho CRM
  • Microsoft Dynamics 365
  • Pipedrive
  • monday CRM
  • Freshsales
  • Keap
  • Insightly
  • Copper
  • Zendesk Sell
  • SugarCRM
  • Close

ERP & Accounting

  • NetSuite
  • SAP Business One
  • Dynamics 365 Business Central
  • Sage Intacct
  • QuickBooks
  • Xero
  • Acumatica
  • Epicor
  • Odoo
  • Sage 50

Field Service & Construction

  • ServiceTitan
  • Dataforma
  • Jobber
  • Housecall Pro
  • JobNimbus
  • AccuLynx
  • Buildertrend
  • Procore
  • FieldEdge
  • Service Fusion
  • ServiceTrade
  • BuildOps
  • JobTread

Payments & Booking

  • Stripe
  • Squarespace
  • Acuity Scheduling
  • Square
  • Shopify
  • PayPal
  • Mindbody
  • Calendly

Sheets & Email

  • Excel & CSV
  • Google Sheets
  • Gmail
  • Outlook
  • JSON exports
  • Access & legacy databases

Ready now  ·  Coming soon Not listed? If it exports to a spreadsheet, ask us.

How it works

Four steps. You approve the one that matters.

Discovery

A short questionnaire on how your business works. Mack gets read-only access or your exports.

Clean And Match

Data is cleaned, de-duplicated and matched across systems. Open questions come back in plain language.

Dry Run And Approve

You see exactly what will be created, updated or left alone, then sign off on that exact plan.

Load And Reconcile

Mack backs up your org, loads the data and hands you a report that ties out to the source.

Safety

Every move is a version. Undo it as often as you need.

Mack records each run as its own version. If a mapping was wrong, roll that run back, fix it and run again, as many times as it takes. Records your team has edited since are protected, so a rollback never erases their work.

  • Preview By DefaultNothing is written until you approve the exact plan for your exact org.
  • Backup Before Every WriteAffected records are exported first, so there is always a way back.
  • Roll Back Any RunRemove what a run created and restore what it changed, then try again.
  • Read-Only On Old SystemsMack only reads from your current tools. Nothing there changes.
  • Locked To Your OrgA move is tied to one Salesforce org and refuses to run anywhere else.
  • Full Audit TrailEvery record created or changed is logged with its source and previous values.

FAQ

What people ask before they move.

Do you need our passwords?

No. You sign in yourself and grant read-only access, or you send exports. We never ask for a password over email or chat.

Will this create duplicates in Salesforce?

No. Every record is matched against what's already in your org and keeps a permanent source ID. Running the move again finds those records unchanged and creates nothing new.

Can we undo a move?

Yes, as many times as you need. Each run is a version: roll it back, adjust the mapping and run it again. Records your team has edited since are protected.

Can we keep using our old system during the move?

Yes. Mack runs an initial load while you keep working, then a final catch-up that brings over only what changed.

How long does it take?

It depends on how many systems you have and how clean the data is. After the discovery call you get a timeline and a fixed scope.

Connect with us

Tell us what you're running on today.

We'll look at your systems, tell you what moves cleanly and what needs a decision, and send a fixed scope. We respond in 48 hours or less.

Everything OryxWest Palm Beach, FLHello@everythingoryx.com561 - 664 - 6255