Secure, Seamless Data Migrations — From Anywhere to Anywhere
Your data’s got baggage. We carry it with care.
We migrate CRM, ERP, e-commerce and custom system data to HubSpot and other platforms — securely, accurately, and without breaking your business logic.
If you're moving data from Salesforce, NetSuite, Dynamics, spreadsheets or a bespoke platform, we deliver clean, documented data migrations tailored to your structure and goals
Whether you’re switching CRMs, consolidating platforms, sunsetting legacy systems, or moving from a proprietary portal into HubSpot, we handle data migrations with precision and minimal disruption.
From anywhere. To anywhere. Cleanly.
We’ve migrated data from ERPs, CRMs, custom platforms, ecommerce systems, homegrown databases, spreadsheets, you name it. Structured or messy, millions of rows or just a few hundred key records — we design a secure, accurate and well-documented migration plan tailored to your environment.
Audit and assess your database — identify integrity risks, gaps, and formatting issues before migration.
Map fields and objects — align your data model to HubSpot (or your destination platform) for accuracy and usability.
Clean, normalise, and validate records — fix duplicates, standardise formats, and verify data quality before go-live.
Preserve relationships and dependencies — keep links between contacts, companies, deals, and custom objects intact.
Run staged test migrations with rollback safety nets — reconciliation checkpoints and full documentation ensure zero data loss.
Frequently asked questions
Yes. We’ve migrated millions of records across CRMs, ERPs, e-commerce platforms, and legacy databases — even across multiple systems and time zones. Our staged migration approach, with rollback safety nets, ensures accuracy, zero data loss, and minimal disruption.
We’ve successfully migrated data from CRMs like Salesforce, Zoho, Dynamics, and Pipedrive; ERPs and accounting systems; e-commerce platforms; marketing tools; spreadsheets; and bespoke in-house databases. No matter how complex or outdated the system, we tailor the migration to fit.
Our team specialises in mapping fields and preserving relationships between records, including custom objects. Legacy exports are cleaned, validated, and normalised so they work seamlessly in modern CRMs like HubSpot.
Data cleansing is built into our migration process. We deduplicate, standardise formats, and validate records before go-live, ensuring your new system runs on clean, accurate data.
Our process is transparent and fully documented. We run audits, staged test migrations, and reconciliation checkpoints so there are no surprises. Post-migration, we provide clear documentation and support, giving your team confidence in the new setup.
Use cases include:
Healthcare patient portals with medication reorders and treatment plans
Partner portals for onboarding, resource libraries, and reporting
Investor dashboards with payment history and real-time portfolio data
No lost data. No broken links. No regrets.
We’re not just here to move columns around. We preserve the integrity of your data, protect relationships between records, and ensure it lands exactly where — and how — it’s supposed to.
And because we’ve worked across healthcare, finance, SaaS, property, and everything in between, we understand the nuances of compliance, structure, and stakeholder sign-off that come with high-stakes migrations. Every migration includes business logic preservation, data formatting and transformation rules, clear reporting and post-migration support, and best-practice compliance.
Tailored to your brand, audience and needs.
Every portal we build is designed around your users and operational reality:
Intuitive UX/UI and dynamic dashboards — customised for members, admins, and stakeholders
Secure, scalable integrations — connect seamlessly with CRMs, ERPs, inventory, and payment platforms
Mobile-first design with admin control — responsive on any device, with easy internal management
Documentation and support? Always.
We don’t vanish after go-live. Every portal is built to last with:
Clear documentation and tailored training — designed for both admins and end users
Ongoing support and optimisation — scalable plans to grow with your business needs
Performance and security updates — regular improvements to keep your portal reliable and future-ready
Having recently acquired several business units under our company umbrella, we knew it was going to be a tall order to integrate all our brands and multiple tech stacks into HubSpot. Fortunately, Engaging came highly recommended to us, and we could not have asked for a more supportive team to guide us through the process. From the outset, the team went out of their way to get to know our business and our needs, enabling them to design tailored solutions which were right for us. Michelle, Dani, Ralph, James (and the rest of the Engaging team) have always been very responsive, highly professional, extremely knowledgeable and just lovely people to work with. I would highly recommend working with the Engaging team if you have the chance.
Leigh Stirling
Revenue Systems & Project Manager, Experience Co
Ready to move? Let’s make it smooth.
If your current database is full of duplicates, nulls, or wild free-text fields, we’ll cleanse it as part of the migration, or guide you through a standalone data quality process. Get in touch with us below.