Spreadsheet to CRM Migration
We turn scattered spreadsheets and shared inboxes into a structured CRM, designing the data model, consolidating records and preserving the history your teams depend on.
CRM Integration and Migration Services
Connected CRM Data That Every Team Can Trust
RixlSoft moves businesses off spreadsheets and legacy CRMs, cleanses and deduplicates their data, and integrates the CRM with ERP, e-commerce and marketing systems, or builds a custom CRM when off-the-shelf platforms do not fit.
99.5%
Target record accuracy after migration
100%
Records reconciled before go-live
50%
Target cut in duplicate data entry
CRM Integration & MigrationConnect, migrate & clean data
Tech we use
24+ tools
SalesforceHubSpotDynamics 365Zoho
Zendesk
Intercom
MuleSoft
n8n
Zapier
Make
Apache Kafka
Apache Airflow
Shopify
Stripe
Mailchimp
Twilio
DocuSign
Slack
Python
pandas
PostgreSQL
Node.js
React
OpenAICRM Integration & Migration
Stop Copying Data Between Systems
Customer data scattered across spreadsheets, inboxes, accounting tools and an ageing CRM costs time and revenue. Sales reps re-key orders, finance chases missing details, and nobody trusts the reports. RixlSoft consolidates that data into a single CRM, whether Salesforce, HubSpot, Dynamics 365 or a custom build, and connects it to the systems around it so information is entered once and flows everywhere.
We treat migration as an engineering project: profiling source data, cleansing and deduplicating records, mapping relationships, running rehearsal loads and validating results before any cutover. Integrations are built with logging, retries and alerting, so the connected landscape stays accurate long after launch.
- Migrations from spreadsheets and legacy CRMs
- Data cleansing and deduplication
- ERP, e-commerce and marketing integrations
- Custom CRM builds when needed
99.5%Target record accuracy after migration
What We Offer
CRM Integration & Migration Services
Comprehensive capabilities covering every stage of your CRM Integration & Migration journey — delivered by senior specialists.
Legacy CRM Migration
Migrations from Zoho, Pipedrive, older Salesforce or Dynamics orgs and custom systems, with field mapping, attachments, activity history and record relationships carried across accurately and verified.
Data Cleansing and Deduplication
Automated profiling, address standardisation, enrichment and fuzzy-matching deduplication that remove duplicates and inconsistencies across sources, with matching rules kept in place to stop bad data returning.
ERP and Finance Integration
Bi-directional integrations between your CRM and ERP or accounting systems for customers, products, quotes, orders and invoices, so sales and finance share one version of the truth.
E-Commerce and Marketing Integration
Reliable, event-driven connections between the CRM and Shopify, Stripe, Mailchimp, support desks and communication tools, keeping customer profiles, purchases, subscriptions and engagement history in sync automatically.
Custom CRM Development
When packaged CRMs cost too much or fit poorly, we build a custom CRM tailored to your workflows, with the integrations, permissions and reporting your operations require.
Why RixlSoft
Why Choose Us for CRM Integration & Migration
Senior engineers, transparent delivery and AI-first thinking — the difference between shipping software and building an asset.
Platform-Neutral Advice
Because we work across Salesforce, HubSpot, Dynamics 365, Zoho and custom builds, we recommend the target platform that suits you rather than the one we sell.
Rehearsed, Validated Migrations
Multiple trial loads, reconciliation reports and sign-off checkpoints mean cutover day holds no surprises and every record is accounted for.
Monitored Integrations
Every integration ships with logging, alerting, retries and error queues, so sync failures are caught and resolved before they affect customers or finance.
You Own Everything
Migration scripts, integration code, mappings and documentation are handed over in full, so you are never locked into us or any middleware vendor.
Our Process
How We Deliver CRM Integration & Migration
A proven, transparent process with clear deliverables at every stage — so you always know what's done, what's next and why.
01
Data and Systems Audit
We inventory every source system, profile data quality, identify duplicates and gaps, and document how information currently moves between teams and tools.
Systems InventoryData Quality ReportIntegration Map
02
Target Design and Mapping
We design the target data model, field mappings, transformation rules and integration architecture, and agree ownership of each data entity across systems.
Data ModelField MappingIntegration Architecture
03
Cleanse and Build
Data is cleansed and deduplicated while migration scripts and integrations are developed and tested against realistic copies of production data.
Cleansed DatasetMigration ScriptsIntegration Code
04
Rehearse and Reconcile
Trial migrations run end to end with reconciliation reports comparing source and target counts, values and relationships until results meet agreed thresholds.
Trial Load ResultsReconciliation ReportsCutover Runbook
05
Cutover and Monitor
Final migration runs during an agreed window, integrations go live with monitoring and alerting, and a hypercare period resolves any issues quickly.
Go-Live ReportMonitoring DashboardsHypercare Log
Technology Stack
Tools & Platforms We Master
Proven, production-grade technology chosen for your requirements — never for hype.
SalesforceHubSpotDynamics 365ZohoZendeskIntercomMuleSoftn8nZapierMakeApache KafkaApache AirflowShopifyStripeMailchimpTwilioDocuSignSlackPythonpandasPostgreSQLNode.jsReactOpenAIEngagement Models
Flexible Ways to Work Together
Choose the model that matches your scope, budget and pace — and switch as your needs evolve.
Fixed-Scope Migration
A defined migration from one or more sources to a target CRM, with agreed data scope, quality thresholds, timeline and price.
Discuss this modelIntegration Project
Design and build of specific CRM integrations, delivered with monitoring, documentation and a warranty period after go-live.
Discuss this modelTime & Material
Flexible engagement for custom CRM builds or evolving integration portfolios, billed transparently against a prioritised backlog.
Discuss this modelIndustries
Industries We Serve
Retail & E-Commerce
Commerce platforms & automation
Logistics & Ops
Supply chain & route optimization
Real Estate Tech
PropTech, CRM & valuation tools
Healthcare & Pharma
Digital health & clinical platforms
Startups
MVPs & rapid launches
Enterprises
Modernization at scale
FAQs
Frequently Asked Questions
Everything you need to know about our CRM Integration & Migration services. Can't find an answer? Talk to our team.
Ask an ExpertWhat affects the cost of a CRM migration or integration?
The main drivers are the number of source systems, data volume and quality, the complexity of relationships and history to preserve, and how many systems must integrate with the new CRM. Poor source data increases cleansing effort. After a data audit, we provide a fixed quote for migrations and a clear estimate for each integration.
How long does a CRM migration take?
A straightforward migration from spreadsheets or a small CRM can complete in three to five weeks. Larger migrations with several sources, heavy history, attachments and multiple integrations usually take two to four months. Most of the time goes into auditing, cleansing and rehearsal loads, which is what makes the final cutover smooth.
Will we lose data or history during migration?
Not if migration is planned properly. We map every field, preserve relationships, notes, activities and attachments where the target platform supports them, and run reconciliation reports comparing source and target. Anything that cannot be migrated directly is archived in an accessible format and agreed with you before cutover, never silently dropped.
Should we build a custom CRM or buy a platform?
Packaged platforms such as Salesforce, HubSpot or Dynamics 365 suit most businesses because they include mature features and ecosystems. A custom CRM makes sense when your workflows are highly specialised, per-user licences become prohibitive at scale, or the CRM is core to your product. We compare total cost of ownership before recommending either option.
How do you keep integrations reliable after go-live?
Each integration includes structured logging, alerting, automatic retries and error queues for records that fail validation. We provide dashboards showing sync health and offer support plans that cover monitoring, fixes and updates when connected platforms change their APIs, so your data stays consistent as your system landscape evolves.
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Learn moreReady to start your CRM Integration & Migration project?
Book a free discovery call. We'll map your goals, suggest the right approach and give you a clear estimate — no obligation.
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