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Platform · Module

Migration Factory

Switch to One3 with profiling, AI mapping, dry runs, reconciliation and rollback

Planned · Year 1 (W1)Sold as: IncludedInside the Year-1 boundaryC-198
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Migration Factory makes switching safe: profile sources, map with AI suggestions that humans approve, dry-run without writes, execute in resumable batches, reconcile, sign off and roll back by migration id. Self-serve is included; assisted migration is a paid service.

Migration is the sales motion

For agencies, the first question is "how do we move our clients?" Migration Factory is designed to answer it with evidence, not promises.

Sources

Wave 1 starts with CSV, XLSX, Google Sheets and HubSpot. Wave 2 adds GoHighLevel and Zoho CRM, then Freshdesk and Pipedrive. Mailchimp and email tools (with mandatory suppression lists) and Tally follow in Wave 3, and Zoho One and Books, Odoo, ERPNext, Salesforce, Freshworks and workflow re-expression from n8n or Workato in Waves 3–4. Every source's access terms are recorded in the Fact Register and verified.

The method

  1. Profile the source: objects, counts, custom fields, owners, pipelines and attachment size.
  2. Map in Mapping Studio: fields, pipelines, stages, statuses, tags, owners and custom fields, with value transforms and saved templates per source. AI suggests mappings with confidence and reasons; a human approves.
  3. Dedupe with rules that produce merge proposals, never silent merges.
  4. Dry run with full validation and no writes: rows per object, errors by type, unmapped fields and estimated duration.
  5. Execute in batches with checkpoints, idempotent by source id and migration id, writing through the target module's Actions.
  6. Reconcile: counts per object, sums such as deal amounts per stage, a 1% sample diff (minimum 20 records) and an orphan-relation check.
  7. Roll back by migration id within the retention window, with an export of what was imported (Wave 2).

Consent and traceability

Marketing consent and suppression lists must migrate. Records with missing consent are flagged "no marketing". Every migrated record carries its migration id, source system, source id and migration time.

For agencies

Wave 2 adds attachments with malware scanning, an automation inventory with suggested One3 equivalents, an agency view across sub-accounts with reusable mapping templates and bulk runs, a named tenant sign-off step and a "switch in one weekend" playbook tracker. Delta sync during coexistence is planned for Wave 3.

Features

What Migration Factory includes

P0 sources

CSV, XLSX, Google Sheets and HubSpot (to verify). W1.

Source profiling

Objects, counts, custom fields, owners, pipelines and attachment size. W1.

Mapping Studio

Fields, pipelines, stages, statuses, tags, owners and custom fields with transforms and saved templates. W1.

AI-assisted mapping

Suggestions with confidence and reasons; human approval required. W1.

Dedupe proposals

Merge proposals only; never silent merges. W1.

Dry run

Full validation with no writes, errors by type and estimated duration. W1.

Batch execution

Checkpointed, idempotent, written through target Actions. W1.

Reconciliation report

Counts, sums, 1% sample diff and orphan-relation check. W1.

Audit stamps and consent carry-over

Migration id on every record; consent and suppression lists migrate. W1.

Rollback by migration id

Delete what was imported within the retention window, with export. W2.

GoHighLevel, Zoho CRM, Freshdesk, Pipedrive

Additional source adapters (to verify). W2.

Attachments and automation inventory

Files with malware scanning; suggested One3 equivalents for source automations. W2.

Agency bulk runs and sign-off

Reusable templates across sub-accounts, bulk runs, named sign-off and weekend playbook tracker. W2.

Delta sync

Coexistence until cut-over. W3.

Workflow

Switch a client in one weekend

  1. 1

    Friday: connect the source and profile it.

  2. 2

    Apply a saved agency mapping template and approve AI suggestions.

  3. 3

    Run the dry run and fix errors.

  4. 4

    Saturday: execute in batches and monitor live progress.

  5. 5

    Sunday: review reconciliation and get named client sign-off.

AI

AI skills and Digital Employees

AI mapping

Mapping suggestions for HubSpot, GoHighLevel, Zoho CRM and CSV sources. W1.

Dedupe proposals

Handles Indian name variants and shared phone numbers, with reasons. W1.

Automation inventory

Suggests One3 equivalents for source automations; a human rebuilds or approves. W2.

Reconciliation explanations

Likely causes for mismatches with record links. W2.

Digital Employees that use this module

They act through the same governed Actions as people; risky steps wait for approval.

Frequently asked questions

Can I undo a migration?

Rollback by migration id within the retention window is planned for Wave 2, with an export of what was imported.

Will marketing consent come across?

Yes. Consent and suppression lists must migrate, and any contact without consent is flagged "no marketing".

Is migration help available?

Self-serve migration is included. Assisted migration by One3 or partner specialists is a paid service.

Which tools can I migrate from first?

CSV, XLSX, Google Sheets and HubSpot in Wave 1; GoHighLevel and Zoho CRM in Wave 2.

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