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Clean before you migrate
Moving to a new CRM is the best chance you will get to fix your data. Moving dirty records just moves the problem.
3 September 2026 · 3 min read
A new CRM promises a fresh start, but if duplicates, missing fields and outdated contacts come along for the ride, the new system inherits every old frustration.
Three things to do first
Audit what you have: how many records, how complete they are, and which fields actually get used.
Remove duplicates and standardise formats, so names, countries and job titles follow one rule.
Map every field to its new home and agree what happens to anything that does not fit. Then test, reconcile and only then go live.
Want a hand with this?
Tell us what you are working with and we will come back with a practical plan.