Move your old CRM, painlessly
Done-for-you migration from your old CRM, email system, or spreadsheets — with zero data loss and zero downtime for your team. Our support team handles the heavy lifting so you don't have to.
Done-for-you, not done-for-yourself
The reason most teams stay on a CRM they hate is migration fear. The data is messy. The custom fields are weird. Half the team has been promising to clean it up for a year. Tegrity Connect Migration removes that fear entirely.
We map every field, run a sandbox import, verify the data with your team, and execute the cutover in a single weekend. Your old CRM stays live as a read-only archive. Your team starts Monday in Tegrity Connect — with every contact, every deal, every note exactly where it belongs.
Everything that ships with your migration
Full field mapping
Our team maps every field, custom or standard, from your old CRM to Tegrity Connect. You review and approve.
Sandbox import & QA
A test import runs in a sandbox so you can verify the data before any production cutover.
Activity & history migration
Notes, calls, emails, meeting logs, and attachments come across — not just the basic contact fields.
Pipeline & deal preservation
Your active deals migrate with stage, owner, expected close date, and history intact.
Read-only archive of old CRM
We help you flip your old CRM to read-only and stub out a permanent archive so historical data stays searchable.
Cutover weekend
A planned cutover with our team on call. Friday night to Monday morning — your team logs in to Tegrity.
Three weeks, zero panic
A structured migration that runs in parallel with your current CRM, so your team never loses a day of selling or serving.
Scoping call
Week 1: review your source CRM, data volume, and custom fields. Lock in flat-fee quote and timeline.
Field mapping
Week 1-2: we draft a complete field map; you and your team review and approve.
Sandbox QA
Week 2: we run a full sandbox import and walk you through every category of data before going live.
Cutover & monitor
Weekend in week 3: production import runs Friday night. Our team monitors all weekend. Your team logs in Monday.
Flat-fee migrations. No surprises.
Custom
based on data complexityWe scope the migration up front so you know exactly what it'll cost — no hourly surprises, no scope creep, no charges for things we didn't agree to. Most small-business migrations land in a clean flat-fee range; complex multi-system migrations get a custom quote.
- Full field mapping (custom + standard)
- Notes, calls, emails, meeting logs, attachments
- Active deal preservation with full history
- Sandbox QA walkthrough with your team
- Cutover weekend with on-call support
- Read-only archive of your old CRM
- 30-day post-migration support window
- Zero data loss guarantee
What clean migrations make possible
Zero data lost
“Every patient, every appointment history, every billing note made it across. Our front desk did not lose a single record.”
— Vasquez Family Dentistry
Live by Monday
“The migration team executed the cutover over the weekend. We logged in Monday morning to a working Tegrity instance with all our deals.”
— Forge Fitness
50k contacts migrated
“We had 50,000 patient records spread across three systems. Tegrity unified them into one clean database in 12 days.”
— Riverbend Clinic
Your data deserves a clean landing.
Book a migration scoping call and we will give you a flat-fee quote and a 3-week timeline you can take to your team.