Posts for the person with a cutover date or an import due: moving between Salesforce, HubSpot, Zoho, QuickBooks, Xero and NetSuite, choosing a cleaning tool, and getting duplicates out before they are billed or loaded.
The right Salesforce data migration tool depends on the object, the volume and where the data comes from. Here is what each loader does on the way in, how it matches records, and the cleanup step every one of them leaves to you.
Read the postZoho CRM Leads go to Salesforce Leads and Zoho Contacts go to Salesforce Contacts, so the same person can land in both. Here is how the export and the Salesforce load tools behave, and how to settle the duplicates before cutover.
Read the postIntuit converts Sage 50 to QuickBooks Online through Dataswitcher and to QuickBooks Desktop with its own conversion tool. Both copy the customer and vendor lists exactly as they are. Here is what each route converts, and how to settle the duplicates before conversion day.
Read the postQuickBooks keeps customers and vendors on separate lists. Xero keeps one contact list. A QuickBooks to Xero conversion copies both lists as they stand, so every duplicate and every customer that is also a vendor lands in Xero as separate contacts. Here is how to clean the lists before the switch.
Read the postThe Xero to QuickBooks Online conversion moves your customer and vendor lists as they stand, into a company file that has to start blank. Duplicates that were harmless in Xero turn into split customers, split vendors and split 1099 totals. Here is how to clean them before the switch.
Read the postMost Pardot accounts allow several prospects with the same email address, one per Salesforce lead or contact. HubSpot keeps one contact per email. A Pardot to HubSpot migration is where those two rules collide, and where you decide which record wins.
Read the postMarketo does not deduplicate leads that are already in the database, and leads created through a Salesforce sync skip its email check entirely. A Marketo to HubSpot migration is the one moment you can fix that cheaply. Here is what to clean in the Marketo export before the HubSpot import, and what a real pass on one finds.
Read the postZoho keeps Leads and Contacts apart, HubSpot does not. A Zoho to HubSpot migration folds both modules into one contact object, so the same person often arrives twice. Here is what to clean in the Zoho export before the import or the data sync, and what a real pass on one finds.
Read the postA Zoho CRM data migration moves your old CRM into Zoho as it is, duplicates included, and overwritten records cannot be rolled back. Here is what to clean in the exported files, in what order, and what a real pass on a contacts export finds.
Read the postA QuickBooks to NetSuite migration moves years of list habits into a system with stricter import rules. Display name suffixes, duplicate customers and vendors, and mixed formats all come across unless the lists are cleaned first. Here is what to fix in the export and in what order.
Read the postSalesforce does less duplicate matching on a load than most migration plans assume. The Data Import Wizard compares one field, Data Loader compares none on an insert, and HubSpot contacts with several companies have to be squeezed into one Account. Here is how to clean the export so the load does not double your records.
Read the postHubSpot deduplicates contacts on email and companies on domain. Nothing else. Every Salesforce row that disagrees on those two fields arrives as a brand new record, and the merge afterwards cannot be undone. Here is how to catch them on the export instead.
Read the postEvery migration plan has a line that says cleanse the data, and most teams find out what it means the week before cutover. Here is what the extract really needs, which kind of tool fits which migration, and how to get a sign-off you can defend.
Read the postData cleansing vendors quote hourly, per record or per project, and for a genuinely messy multi source cleanup that is money well spent. For one export that has to be right this week, it is the slow answer. Here is how to tell which one you have.
Read the postA duplicate vendor is how the same invoice gets paid twice. Here is what vendor master data cleansing software has to catch, where each type of tool stops, and how to clean the file before an ERP migration or year end.
Read the postFuzzy matching software is not one market. It is Excel features, desktop apps, enterprise mastering platforms and Python libraries, and the right one depends on where the file lives and who has to defend the merge.
Read the postMost small teams do not need a replacement for Alteryx. They need a replacement for the one thing they use it for. Here is how to work out which part that is before you shortlist anything.
Read the postSix tools, honestly compared on the one thing that decides it: whether your mess is a file, a database or a CRM, and whether anyone has to sign off on the changes.
Read the postThe built-in tool takes four clicks and matches exactly. Here is how to run it, and the three situations where it will leave your duplicates in place or delete something you needed.
Read the postEvery post above points at one of these. Each page covers one CRM, email platform or accounting system, with the export steps and the duplicate rules that system uses.
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