Migrate to Salesforce

Migrate to Salesforce,
without losing the data.

Moving into Salesforce from a nonprofit CRM, a marketing platform, or another Salesforce org. Pick your source system below. Every migration runs local-first, with pre-flight gates that catch the disasters before they ship and a signed audit chain your auditor can verify. No data egress.

Tyler Colby Salesforce Certified Data Architecture & Management Designer
20+ years in Salesforce Migrations for St. Jude, NRDC & Houston Food Bank NPSP & Nonprofit Cloud
Pick your source

Where are you migrating from?

Bloomerang

Nonprofit donor CRM. GAU mapping, recurring donations, soft credits, and acknowledgment letter history into NPSP.

Bloomerang to Salesforce →

Raiser's Edge NXT

Blackbaud RE NXT. Constituents, gift records, and fund structure pulled through the SKY API into Salesforce.

RE NXT to Salesforce →

DonorPerfect

Nonprofit fundraising database. Gift history, pledges, and donor records mapped into the NPSP donation model.

DonorPerfect to Salesforce →

HubSpot

Marketing and CRM platform. Contacts, companies, deals, and their associations mapped into the Salesforce object model.

HubSpot to Salesforce →

Dynamics 365

Microsoft CRM. Business units and Dataverse entities translated into Salesforce, with the relationships intact.

Dynamics 365 to Salesforce →

Another Salesforce org

Salesforce to Salesforce. Org consolidation, NPSP to Nonprofit Cloud uplift, and sandbox-to-prod moves.

Salesforce to Salesforce →

Migrating from something else? Tell me the source and I will tell you how I would approach it.

How every migration runs

The same four gates, whatever the source

The source system changes. The discipline does not. Every migration into Salesforce runs the same way, so the risk is the same whether you are coming from Bloomerang or a 10 TB enterprise org.

1. Discovery

A short call to scope record counts, the objects that matter, integrations, and deadlines. You leave knowing whether the move is a week or a quarter.

2. Pre-flight assessment

Schema discovery on your export, a dry-run mapping against the Salesforce model, and a gap report on the conflicts that would otherwise surface mid-migration.

3. Mapping with gates

A transform typechecker on every field mapping and golden datasets pinned for the records you cannot get wrong, so a bad mapping fails before it loads, not after.

4. Signed migration

Every record movement chained and sealed, so an auditor can verify what moved with a public key. A workspace archive at completion. The audit trail is yours forever.

See full migration services

Ready to migrate to Salesforce?

Tell me the source system and the rough record count. I will tell you how I would move it, what the risks are, and roughly how long it takes.

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