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I want the records moved with their useful history intact

Business Data Migration

Business data migration moves approved records with their useful history and an untouched source copy.

Ask about this service Call (561) 203-9685

Move approved records or files into the new system with their useful history and an untouched source copy. Fields, file structure, formats, duplicates and test imports are handled before the final transfer.

How this gets fixed

The service is a planned move of one system into another.

It starts with a field map. Every field in the old system is matched to something in the new one, or marked as deliberately left behind, and you see that list before a record is touched.

Then a full export of the old system is taken and kept. That is the way back, and it exists before anything is imported rather than after something goes wrong.

The import runs in stages. Ten records, checked against the old system with you watching, then the rest. The old system stays live and readable until you say the new one is right.

Agreed before anything moves

  • A field map: what in the old system becomes what in the new one, written down
  • What moves, and what is deliberately left behind
  • A full export of the old system, taken and kept, before a single record is touched
Scope

What this service includes

Included in your service
  • What gets moved
  • Contacts and customers, with their history rather than just their names
  • Products, prices and variants, where the system holds them
  • Bookings, orders or jobs already on the books
  • Files and folders, in a structure that makes sense on the other side
  • Tags, lists and segments, mapped to whatever the new system calls them
  • The move itself
  • Imported in stages, not in one go, so a problem is found on ten records and not on ten thousand
  • Spot checked against the old system, with you watching
  • The old system stays live and readable until you say the new one is right
  • When it is done
  • A written record of what moved, what did not, and why
  • The old system closed, frozen or left running, whichever you choose
  • The export kept, so there is always a way back
Related work quoted separately
  • Building or configuring the new system, which is its own service
  • A website moved between builders, which is Website Platform Migration
  • A business email account moved, which is part of Business Email Setup and Migration
  • Moving a whole business onto one platform, which is Business Platform Migration
  • Subscriptions or licenses on either system
The process

How it runs, step by step

  • Tell me what is going on The form below. What you have now, and what you want instead.
  • A short call, if it needs one Only where the scope cannot be settled in writing.
  • You get the scope and the price In writing, with what is included and what is not.
  • You approve it Nothing starts before you have agreed the scope and the price.
  • The work happens You are told when something needs a decision from you, and nothing else.
  • Handover What was done, where it lives, and what to do next, written down.

More on how working together works.

FAQ

Questions about this service

Will I lose my history?

History is the reason this is a project rather than an export and an import. What cannot be carried across is named in the field map before anything moves.

Can I keep the old system?

Yes. It stays live and readable until you sign off, and after that you choose: closed, frozen, or left running. The export is kept either way.

What if the two systems do not have the same fields?

They rarely do. That is what the field map is for, and it is agreed with you rather than decided quietly during the import.

How long is the business down for?

The old system is readable the whole time. The cutover is the moment you stop entering new records in the old one, and you pick when that is.

Send me the details

I read it and reply with the scope and the price before any work starts.

Ask about this service or call (561) 203-9685

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

What would help most?

Pick at least one. More than one is fine.

Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

Your inquiry was received.

I will review what you sent and reply within two business days.

You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].