CUSTOM MIGRATION
Fully Customizable Migration
Migration Filters
Contact Type
Filter by lead, contact, or account
Time Range
Migrate records from a specific time period
Owner Selection
Migrate records assigned to specific owners or reps
Pipeline/Stage Filter
Select records based on deal stages or pipelines
Data Types
Leads & Contacts
All person-level records including metadata
Accounts/Companies
Business-level entities and associated data
Deals & Opportunities
Sales pipeline data with stages and close dates
Custom Fields
Any custom objects and fields configured in your CRM
CUSTOM MIGRATION
Fully Customizable Migration
Migration Filters
Contact Type
Filter by lead, contact, or account
Time Range
Migrate records from a specific time period
Owner Selection
Migrate records assigned to specific owners or reps
Pipeline/Stage Filter
Select records based on deal stages or pipelines
Data Types
Leads & Contacts
All person-level records including metadata
Accounts/Companies
Business-level entities and associated data
Deals & Opportunities
Sales pipeline data with stages and close dates
Custom Fields
Any custom objects and fields configured in your CRM
CUSTOM MIGRATION
Fully Customizable Migration
Migration Filters
Contact Type
Filter by lead, contact, or account
Time Range
Migrate records from a specific time period
Owner Selection
Migrate records assigned to specific owners or reps
Pipeline/Stage Filter
Select records based on deal stages or pipelines
Data Types
Leads & Contacts
All person-level records including metadata
Accounts/Companies
Business-level entities and associated data
Deals & Opportunities
Sales pipeline data with stages and close dates
Custom Fields
Any custom objects and fields configured in your CRM
COMPLETE COVERAGE
Intelligent Human-Verified Data Mapping
COMPLETE COVERAGE
Intelligent Human-Verified Data Mapping
COMPLETE COVERAGE
Intelligent Human-Verified Data Mapping
ZERO DOWNTIME
Migration Timeline
Looking for a more detailed migration timeline?
Contact our team
Speed
The migration timeline depends on both our turnaround time and yours. We can complete a migration in under a day when the accounts are connected and the sample migration is approved promptly.
Background Sync
We also support migrating the newest records first, so you can go live faster while the rest of the data is synced in the background.
Data Volume Impact
Larger data volumes may require longer migration windows.
Continuous Operation
Weekend migrations minimize disruption to your customer service operations.
ZERO DOWNTIME
Migration Timeline
Looking for a more detailed migration timeline?
Contact our team
Speed
The migration timeline depends on both our turnaround time and yours. We can complete a migration in under a day when the accounts are connected and the sample migration is approved promptly.
Background Sync
We also support migrating the newest records first, so you can go live faster while the rest of the data is synced in the background.
Data Volume Impact
Larger data volumes may require longer migration windows.
Continuous Operation
Weekend migrations minimize disruption to your customer service operations.
ZERO DOWNTIME
Migration Timeline
Looking for a more detailed migration timeline?
Contact our team
Speed
The migration timeline depends on both our turnaround time and yours. We can complete a migration in under a day when the accounts are connected and the sample migration is approved promptly.
Background Sync
We also support migrating the newest records first, so you can go live faster while the rest of the data is synced in the background.
Data Volume Impact
Larger data volumes may require longer migration windows.
Continuous Operation
Weekend migrations minimize disruption to your customer service operations.
CUSTOM MIGRATION
Simple 5-Step Migration Process
1
Connect Accounts
2
Migration Checklist
Review and complete the pre-migration checklist to ensure a smooth process.
Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.
3
Sample Migration
Run a test migration with a small subset of data to validate the process.
Migrate a representative sample of your tickets and customer data to verify mapping accuracy and identify any potential issues.
4
Full Migration
Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.
5
Delta Migration
Optional: Sync any new data created during the migration process.
Capture and transfer any tickets or customer interactions that occurred during the main migration to ensure no data is lost.
CUSTOM MIGRATION
Simple 5-Step Migration Process
1
Connect Accounts
2
Migration Checklist
Review and complete the pre-migration checklist to ensure a smooth process.
Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.
3
Sample Migration
Run a test migration with a small subset of data to validate the process.
Migrate a representative sample of your tickets and customer data to verify mapping accuracy and identify any potential issues.
4
Full Migration
Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.
5
Delta Migration
Optional: Sync any new data created during the migration process.
Capture and transfer any tickets or customer interactions that occurred during the main migration to ensure no data is lost.
CUSTOM MIGRATION
Simple 5-Step Migration Process
1
Connect Accounts
2
Migration Checklist
Review and complete the pre-migration checklist to ensure a smooth process.
Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.
3
Sample Migration
Run a test migration with a small subset of data to validate the process.
Migrate a representative sample of your tickets and customer data to verify mapping accuracy and identify any potential issues.
4
Full Migration
Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.
5
Delta Migration
Optional: Sync any new data created during the migration process.
Capture and transfer any tickets or customer interactions that occurred during the main migration to ensure no data is lost.
Enterprise-Grade Security & Compliance
Your customer data is precious. Our migration platform maintains the highest standards of security and regulatory compliance.
SOC 2 Type II
Independently audited compliance with rigorous security standards
ISO 27001
Certified information security management system
GDPR
Full compliance with EU data protection regulations
HIPAA
Certified for handling protected health information
AES-256 Encryption
Bank-grade encryption for all stored credentials
Latest TLS
Secure transfer protocol for all data in transit
Role-Based Access
We follow role-based access control for every migration project
Scheduled Deletion
Automatic data purging after migration completion
Enterprise-Grade Security & Compliance
Your customer data is precious. Our migration platform maintains the highest standards of security and regulatory compliance.
SOC 2 Type II
Independently audited compliance with rigorous security standards
ISO 27001
Certified information security management system
GDPR
Full compliance with EU data protection regulations
HIPAA
Certified for handling protected health information
AES-256 Encryption
Bank-grade encryption for all stored credentials
Latest TLS
Secure transfer protocol for all data in transit
Role-Based Access
We follow role-based access control for every migration project
Scheduled Deletion
Automatic data purging after migration completion
Enterprise-Grade Security & Compliance
Your customer data is precious. Our migration platform maintains the highest standards of security and regulatory compliance.
SOC 2 Type II
Independently audited compliance with rigorous security standards
ISO 27001
Certified information security management system
GDPR
Full compliance with EU data protection regulations
HIPAA
Certified for handling protected health information
AES-256 Encryption
Bank-grade encryption for all stored credentials
Latest TLS
Secure transfer protocol for all data in transit
Role-Based Access
We follow role-based access control for every migration project
Scheduled Deletion
Automatic data purging after migration completion
Ready to start
your migration?
Join hundreds of businesses who have successfully migrated with ClonePartner.
Let's discuss your migration needs and build a plan that works for you.
Attention to Detail
We meticulously handle every aspect of your migration, ensuring no data is lost during transfer and mapping every field correctly between platforms.
Custom Solutions
Every business is unique. We tailor your migration strategy to match your specific requirements, workflows, and data structures.
Security & Compliance
Your customer data is handled with enterprise-grade security protocols, ensuring compliance with GDPR, HIPAA, and industry standards.
Frequently Asked.
Have more questions? Contact our team
Ready to start
your migration?
Join hundreds of businesses who have successfully migrated with ClonePartner.
Let's discuss your migration needs and build a plan that works for you.
Attention to Detail
We meticulously handle every aspect of your migration, ensuring no data is lost during transfer and mapping every field correctly between platforms.
Custom Solutions
Every business is unique. We tailor your migration strategy to match your specific requirements, workflows, and data structures.
Security & Compliance
Your customer data is handled with enterprise-grade security protocols, ensuring compliance with GDPR, HIPAA, and industry standards.
Frequently Asked.
Have more questions? Contact our team
ClonePartner
Bespoke data migration and custom integration services for your best customers.
CASE STUDIES
SERVICES
ClonePartner
Bespoke data migration and custom integration services for your best customers.
CASE STUDIES
SERVICES
ClonePartner
Bespoke data migration and custom integration services for your best customers.
CASE STUDIES
SERVICES