We carefully migrate data between systems, preserving key business insights.
Migrations fail when history is lost — activities, timestamps, associations, ownership, notes. We move data between platforms with surgical care, preserving the context your reporting depends on.
Object analysis & record count
Object & property mapping
Data & activities preservation
Association & ownership preservation
Test migration before the big move
Post-migration validation
Every migration we deliver follows the same general process. We adapt to suit the nuance of the project, but the process stays the same.
We connect your source & destination & assess the data architecture in each.
Every object, every field, every association & every timestamp accounted for.
We migrate 10% of your data first as a dry run. We then validate & refine.
Once approved, we schedule the full migration for the least disruptive time.
We move teams onto HubSpot, Attio & Intercom from a wide range of CRMs, service tools & spreadsheets. If yours isn’t listed below, ask — we’ve almost certainly handled it.
“We did a data migration to HubSpot with Mark recently. The process was fast, & the communication with Mark was pleasant, cooperative, & friendly… I highly recommend Incremental as 5-star service providers & reliable partners to work with!”
“Incremental takes messy, underperforming accounts & turns them into clean, reliable setups that help a business grow. If your team is dealing with duplicated workflows, dodgy reports or processes that feel all over the place, they step in…”
“Mark has been absolutely fantastic, taking us through what was a complex set of changes to our existing HubSpot account & making everything seem simple. He’s taken fragmented processes & created a streamlined, easy to use CRM.”
“We knew we could get more out of HubSpot, but we weren’t sure where to start. Incremental jumped in, fine-tuned our setup, & brought in solutions that have saved us time & boosted our results.”
We deliver migrations right across the stack. We go deepest on HubSpot, Attio & Intercom — take a look at the dedicated migrations page below. For the rest, head to the platform’s overview to see how it fits.
A selection of projects that involved a data migration across our client base.
Not seeing your question? Ask it directly — we’ll usually answer the same day.
Not the data that matters. Associations, ownership, most timestamps & engagement history are preserved through the migration. Before the full move, we dry-run a 10% sample & validate it against a detailed checklist — so by the time we migrate everything, we already know exactly how it’s going to behave.
Most are wrapped up quickly — often within one or two weeks. Volume of data isn’t usually the main driver; how clean & well-modelled the source system is matters far more. A tidy 500,000-record database can move faster than a messy 50,000-record one. We’ll give you a realistic timeline once we’ve had a proper look at the source.
Yes — for the duration of the project, we’ll need both systems accessible. The old one stays in place as the source of truth until everything has been migrated, validated & signed off, at which point you can decommission it. Running them side-by-side also makes it easier to spot-check that data has landed where it should.
Yes. Emails, calls, meetings, notes & other timeline activities all come across as part of the migration, so your team doesn’t lose the context behind each contact, deal or account. Where the source system stores activities in an unusual way, we’ll map them sensibly into the new structure & flag anything that needs a decision from your side.
Every migration has a documented rollback plan in place before we go live, so if anything unexpected happens we can revert cleanly & regroup. In practice we’ve never had to use one — the dry-run, validation & parallel-running steps catch issues long before launch — but we always have it ready.
No drawn-out setup. No arduous back & forth. Just three practical steps to understand what you need & agree the right approach.
