Platform · Workflow

Switch from an incumbent tool

Migration Factory moves records from HubSpot, GoHighLevel, Zoho CRM or spreadsheets with a dry run, reconciliation and rollback.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
Connect the source and run profiling to count objects, custom fields, owners and pipelines.
2
Review AI-suggested mappings with confidence and reasons in Mapping Studio, then approve them.
3
Run a dry run with full validation and no writes; fix errors by type.
4
Execute in resumable batches that write through the target module's Actions.
5
Review the reconciliation report with counts, sums and a sample diff, and sign off.
6
If needed, roll back everything imported by its migration id within the retention window.

Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.