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Migration

Price is not what stops people switching. This is.

Everyone who compares platforms already knows the cheaper one. What stops the move is four years of data, a team that knows the old system, and nobody willing to own the risk. So we do the migration, and you keep both systems running until you are sure.

Talk to us about your data See the cost comparison
  • We do the work
  • Parallel running
  • Roll back any time
A typical migration
2–4
Weeks end to end
1 wk
To move the data
0
Days without a system
You
Pick the cutover date

How it runs

four steps · nothing switched off

Your old system stays live the entire time.

The reason migrations go wrong is that they are treated as an event. Ours is a parallel period with a rollback at every stage, and you choose when it ends.

STEP
1

Day 1–2 · We look before we move

Audit

We connect to your current systems read-only and produce an inventory: how many contacts, how many custom fields, which automations are live, and what will not translate.

  • A written list of what moves and what does not
  • Custom fields mapped to Marketing Titan fields, for your sign-off
  • Anything we cannot move is named up front, not discovered later
STEP
2

Day 3–7 · We do the work, not you

Move

Contacts, companies, deals, campaign history, email templates and lists are migrated into a live workspace. Your current system keeps running throughout — nothing is switched off.

  • Contacts, accounts, deals and their history
  • Email templates, lists and segment definitions
  • Campaign performance history so reporting has a baseline
STEP
3

Week 2–4 · Both systems live at once

Parallel

You run both platforms side by side and compare. This is the step most vendors skip, and it is the only one that actually removes the risk.

  • Send from either system while you build confidence
  • Reconcile the numbers against your old reports
  • Roll back at any point with nothing lost
STEP
4

When you say · You pick the date

Cutover

When the numbers reconcile and your team is comfortable, you cut over. We stay on it for the first full campaign cycle afterwards.

  • You choose the date, not a renewal deadline
  • Old system stays readable during the wind-down
  • Support through your first full cycle on the new platform

“A migration that cannot be rolled back is not a migration. It is a bet placed with your pipeline.”

Why the parallel period is not optional

What moves, and what does not

the second list matters more

Nobody tells you the second list until you have signed.

Most of what you care about moves cleanly. Some things genuinely cannot, and you should know which before you commit rather than in week three.

Moves across

  • Contacts, companies and their full field history
  • Deals, pipeline stages and close history
  • Email templates, lists and segment definitions
  • Campaign performance history, so reporting has a baseline
  • Forms and their submission history
  • Files, documents and brand assets
  • Users and their role assignments

Does not move

  • Custom code — Apex triggers, HubSpot serverless functions, custom-built apps
  • Third-party app data that lives in the vendor’s system, not in your CRM
  • Proprietary scores computed by another vendor’s model
  • In-flight automation state — sequences mid-run are restarted, not resumed
  • Anything your current contract forbids exporting

Where teams come from

the four most common

From HubSpot

The cleanest migration we do — one system, well-structured data, a documented API. Contacts, deals, templates and campaign history come across intact.

Plan for: 2 weeks · low risk

From Salesforce plus a marketing tool

Straightforward for standard objects. The variable is customisation — Apex, managed packages and heavily customised objects need a look first.

Plan for: 3–4 weeks · audit first

From an assembled stack

Six tools means six exports and the reconciliation is the real work. This is also where consolidation pays back fastest.

Plan for: 3–4 weeks · highest payoff

From Mailchimp or a simple CRM

Usually days, not weeks. Contacts, lists and campaign history import directly and there is rarely custom logic to unpick.

Plan for: under 1 week · lowest risk

Migration questions

timing, data & risk
How long does migration take?

Two to four weeks end to end for most teams. The data move itself is about a week; the rest is the parallel period where both systems run and you reconcile the numbers. Simple sources like Mailchimp are often under a week.

Will I be without a system at any point?

No. Your existing platform stays live throughout. You run both in parallel and choose the cutover date yourself, and you can roll back at any stage before it.

What data cannot be migrated?

Custom code such as Apex triggers or serverless functions, data that lives inside a third-party app rather than your CRM, proprietary scores computed by another vendor’s model, and in-flight automation state — sequences mid-run are restarted rather than resumed. Anything your current contract forbids exporting also stays put.

Do you charge for migration?

Migration is done by our team as part of onboarding. Confirm the current terms with us before you plan around it.

What happens to my reporting history?

Campaign performance history migrates, so your reports have a baseline rather than starting from zero. Attribution is recalculated on the new record, which sometimes produces different numbers — the parallel period exists to reconcile exactly that.

Can I migrate just part of my stack first?

Yes, and for teams running six or more tools it is often the sensible order — move marketing first, keep the CRM, then consolidate once the first move has proved itself.

Next step

Send us the shape of your data.

Before you commit to anything, we will audit what you have and tell you plainly what moves, what does not, and how long it takes.

Book a migration audit Start free first