How MigrateX migrates your data, from scoping to go-live
Migration should never block a deal. We handle everything in four clear steps so your team stays focused on closing, not coordinating a data move.
Flag the Migration
Bring us in early
When migration comes up in a deal, loop us in. A short call surfaces complexity, timelines, and risk before they become blockers.
Get a quote based on your data
Pricing is based on record count tiers. Share your numbers or connect your instance and we will confirm the totals for a precise estimate.
Know the timeline upfront
You will know exactly when everything happens before we start. Dates, milestones, and checkpoints are locked in together.
Get a Quote in Seconds
We map your data, not just the defaults
We work with your team to map fields, entities, and relationships between source and target. Custom fields and platform-specific features are all accounted for.
Nothing moves until you approve
The mapping is locked and shared with your team. You review it, flag anything that looks off, and give the go-ahead before a single record moves.
We handle the prep work
Access, automation controls, notification settings. We verify everything is ready so the migration runs clean with no surprises.
We Run a Demo Migration
See your data in the target before committing
We migrate a sample of up to 100 records so you can see exactly how your data will look in the new platform. No guessing.
Your team reviews it directly
Stakeholders review the migrated records in the target platform, not a report. You see the real result, not a summary of it.
You decide when to go
If something needs adjusting, we fix it. Once you are satisfied with the sample, you give the green light for the full production run.
We Handle Go-Live
Cutover on your schedule
The production migration runs in a window you choose. We coordinate with your team to minimize disruption and keep stakeholders informed throughout.
Monitored the entire time
Progress is visible in the migration portal with real-time status updates. If anything needs attention, we catch it immediately.
Delta sync and clean handoff
Any records created during the cutover window are synced automatically. You receive the final mapping export, record ID references, and a completion summary. Migration closed, deal unblocked.
Every migration starts with a 30-minute scoping call
We will walk through your systems, estimate record counts, and outline a timeline. No commitment required.
Common questions about the process
What to expect at each stage of your migration.
Most engagements complete within one to two weeks depending on data volume. We share a detailed timeline during the scoping call so you know exactly what to expect before anything starts.