CRM migration-data integrity, QA & reconciliation

CRM migration data comes back clean.

Dirty CRM exports, failed-import doubts, and numbers nobody trusts. We turn bounded data slices into logged staging files, explicit exceptions, and reconciliation evidence — without production CRM access.

Best fit: a bounded CRM migration-data QA pilot, usually scoped from your systems, object, declared key and deadline. Optional sample proof is small and no-cost; the paid pilot is the real engagement. Prefer email? hello@amessystems.com

TECHNICAL DEMONSTRATIONSIMULATED DATA
Input5,210raw export rows
Ames±0exact-key dedupe
every change logged
Handoff4,988clean · 201 merged
21 exceptions flagged
See the technical demonstration →
Sound familiar?

Three situations we were built for.

The inherited mess

You just inherited the CRM.

New role, new system — and years of other people’s imports, duplicates and half-finished cleanups. Everyone expects you to fix it. Nobody can tell you where to start.

  • We start where the data actually is — and clean it so every change is logged and reversible
  • You get a base you can trust, plus the paper trail to show for it
The migration deadline

You’re migrating — and the export is a mess.

New platform next month, and the export is full of duplicates, broken fields and mystery values. Whatever gets imported now, you’ll live with for years.

  • We clean and map before the import — so the mess stays behind, not comes with you
  • Conformance-checked staging file your team imports in the sandbox
The numbers argument

Nobody trusts the numbers.

Sales quotes one customer count, marketing another, and the dashboard a third. Every meeting starts with an argument about whose data is right.

  • We reconcile to ±0 — input = clean + merged + exceptions, scripted, not “trust me”
  • Every figure traceable, every fix logged — the argument ends
Capabilities

Three CRM data-integrity units. One bounded engagement.

The pilot scope selects the slice that fits: cleanup, migration prep, import QA, reconciliation — not every capability every time.

Cleanup pass

Data hygiene sprint

Your exported CRM or e-com data — yours or a client’s — comes back import-ready. Judgment rows are flagged with reason codes — never silently “resolved”.

  • Dedupe — zero duplicate pairs survive
  • Change log — every edit reversible
  • Reconciliation — before = after, ±0
  • Exceptions — flagged, never guessed
Migration prep

Pre-migration pack

The mechanical 70% of a migration, packaged so your seniors keep only the decisions. Local conformance is ours; the sandbox dry-run stays on your side.

  • Mapping workbook — unmapped fields explicit
  • Staging file — conformance-checked for your team’s sandbox import
  • Issue log — severity-classified
  • Rollback notes — the exit is written down
Import QA & reconciliation

Did the migration actually hold?

Pre/post import compared cell-by-cell, plus exact-key reconciliation against a second source (billing, a second CRM). Losses and drift get named — never averaged away.

  • Row-count invariant — verified, not assumed
  • Missing / extra / changed — itemized per record
  • Ambiguous keys — quarantined for your decision
  • Verdict — PASS or FAIL, with reasons

Also available on request: build-to-spec dashboards (reactive, custom scope — secondary capability, not the current pilot offer).

Process

How an engagement runs

Eight steps, three phases, one rule: you only pay after acceptance.

Phase 01 — Scope · steps 01–03

Agree before work starts

  1. You send a spec-shaped question A messy export, a migration, a slipping report.
  2. Half-page scope in return Inputs, outputs, criteria verbatim, fixed price, date.
  3. Written go NDA on your paper. Sandbox or file access only.
Phase 02 — Run · steps 04–06

Executed and checked

  1. Sample slice first ≤2h of work so you sanity-check the format.
  2. Full run + independent review Scripted checks plus a separate review pass.
  3. Delivery you can audit Outputs, change log, README a junior can revert with.
Phase 03 — Close · steps 07–08

You only pay on acceptance

  1. One revision round included Our defects fixed free; scope changes re-quoted.
  2. Invoice after acceptance Nothing owed until criteria are confirmed met.
Proof

Trust is a checklist, not a promise.

Every batch carries a machine-checkable evidence trail. Shape of a real change log entry (dummy data):

# changelog.csv — cleanup pass sample
row_id,field,before,after,action
00412,email,"  bob@acme.com  ",bob@acme.com,trimmed_whitespace
00788,notes,=2+3+cmd|' /C calc,'=2+3+cmd|' /C calc,formula_injection_neutralized
01033,[whole row],dup_of:00412,,merged
02177,email,bob+crm@acme.com,EXCEPTION,plus-tag vs base address → your decision
03402,email,,EXCEPTION,null-key → excluded

# scripted identity, ±0:
input(5210) = clean(4988) + merged(201) + exc(21)
Judge the work, not a client list: criteria agreed before work starts, a full change log after it, and a free 100-row sample on your own anonymized export — proof you can inspect rather than a testimonial you have to trust. No invented client stories.

If a check fails twice on our side, you get the defect analysis — not a quiet deadline slip. For a longer, migration-specific run — staging, exceptions, a caught import failure, a refused fuzzy match — see the full technical demonstration →

Terms

Working terms

Pricing

Proof first
No-cost sample if useful for qualification — small enough to inspect, not a substitute for the paid pilot
Primary pilot
$750 fixed · bounded CRM migration-data QA slice · declared key · logged outputs · no production CRM writes — agency details
Direct CRM work
Cleanup, migration prep, import QA or reconciliation quoted as fixed scope after we see the files, systems and acceptance criteria
Follow-on
Larger or repeat slices are scoped after pilot review; no subscription or full migration is implied
Dashboards
Build-to-spec reporting is on request only; not a primary offer
Model
Fixed per unit, quoted before start — never hourly drift
Currency
All prices USD, invoiced net — taxes per your jurisdiction

Data & confidentiality

Access
Sandbox / file exports only — no production writes
Retention
Deleted on your request — verified against the disk, confirmed in writing
Tooling
File-based work, never touching your systems; nothing undisclosed touches your data
NDA
We sign yours, freely

Working rules

Turnaround
Pilot/sample replies inside 24h; delivery date written into the accepted scope
Payment
Deliver-then-invoice; transfer after written acceptance
Out of scope
Certifications, cutover sign-off, production writes, on-site
Incidents
Work stops same-day; you are told, never quietly patched
$750Bounded CRM migration-data QA pilot

Scope the paid pilot, or ask for a sample first.

Send the systems, object, declared key if known, and deadline. We reply with either a bounded $750 pilot scope or a small no-cost sample path if the fit needs proof first.

Reply within 24h · or write directly: hello@amessystems.com