CRM Data Migration & Cleanup

@kabirchy

Hi there, I understand you need to migrate and clean up data from your proprietary SQL-based CRM to Between's platform. I've handled similar CRM data migration projects involving SQL databases, Excel templates, and various CRM platforms. My approach would include: 1. Analyzing your current SQL database structure and identifying all relevant tables and relationships 2. Creating a comprehensive data mapping strategy between your old system and Between's import template 3. Developing SQL queries to extract clean, structured data while removing duplicates and inconsistencies 4. Performing thorough data validation and quality checks before final export 5. Ensuring all data fields align properly with Between's required format I'm proficient in MySQL, PHP, and SQL database management, and have extensive experience working with CRM data migration projects. My process focuses on maintaining data integrity while optimizing for successful import into new platforms. Best Regards, Khorshed Alam, RS Software

@extreamcode

Hey there, I can see the real challenge here isn’t just moving records , it’s preserving the logic behind them so Between imports cleanly without breaking customer/work-order relationships. I’ve handled SQL-based CRM migrations, data cleansing, duplicate resolution, and Excel template mapping, so I can extract your leads, customers, and 344 work orders, standardize the fields, flag missing data for manual review, and deliver a validated file ready for import. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. I’ll work carefully through statuses, duplicates, and test records so the final dataset is clean and import-safe. If you’d like, I can start by reviewing the database structure and Between template to confirm the migration mapping before processing the full file. Could you share the SQL database schema or a sample export so I can confirm the field mapping and relationship structure before migration? Best regards, Asad

@starttechno

This CRM migration requires more than a simple Excel export: the 2,659 leads/sales records, 499 customers, and 344 work orders must remain correctly linked when imported into Between. I can handle the complete process, including SQL/MySQL extraction, field mapping to Between’s official Excel template, cleanup, validation, and preparation of the final import-ready workbook. I will first profile the source tables and document how customers, leads, statuses, and work orders relate. Using SQL and Python/pandas, I will standardize names, phone numbers, email addresses, and address fields; detect likely duplicate customers using normalized matching; remove obvious test/demo records; and preserve upcoming, ongoing, completed, and cancelled job information wherever the Between template supports it. Required-field checks will identify incomplete records without guessing, with a separate manual-review list for your approval. I will also validate customer-to-work-order relationships and perform a final template-level consistency check before delivery. I can begin as soon as database access, the template, and your status/field definitions are available. Are the customer and work-order records linked by a stable ID in the SQL database? Muhammad Saad

@brashel

Hello Client, I can extract, clean and map your SQL CRM data into Between’s template, deduplicate customers, preserve work-order relationships, validate required fields, and deliver an import-ready Excel file with flagged exceptions.

@eliaa

Migrating data from a proprietary CRM running on SQL involves careful handling to avoid data loss or corruption during transfer. One hidden challenge is ensuring the cleanup process doesn't disrupt existing relational data integrity. Smart Sols' 10+ years working with complex Laravel and Native PHP backends position us well to handle these critical data migrations safely. Can you share the approximate size and complexity of your database? Let's discuss how we can make your migration smooth and error-free.

@naminghn

Hi there, I will ensure a seamless extraction and migration of your CRM data into the Between platform while adhering to the specified requirements. My experience with SQL, data transformation, and CRM migrations positions me well to clean and standardize your data according to the provided template, preserving all necessary relationships and statuses. I understand the significance of accuracy in this process and will diligently flag any records requiring manual review. Your satisfaction is my priority, and I guarantee that I will deliver you a high-quality result. Regards, Ali

@arslanshahid386

Hi, I can help you with this project. I have relevant experience with PHP, MySQL and can handle the work from development to testing and delivery. I've reviewed your requirements and can provide a clean, reliable, and responsive solution. Let's discuss the details and get started. Best, Arslan Shahid

@TanvirKhanPaple

Hi there! Project is very clear to me and I can extract, clean, map, deduplicate, and validate the SQL CRM data according to Between’s Excel template while preserving customer–work order relationships. I’m comfortable with SQL, Excel data transformation, CRM migration, and data cleaning. I’ll flag missing/uncertain information rather than guessing and provide a final import-ready file. Just message me I am ready to start. Thank you.

@AndrewJSMAN

I've migrated SQL-based CRM data into Salesforce and HubSpot before, so this is right in my wheelhouse. I'll write a Python script to extract the SQL data using the client's schema, then build a data pipeline in pandas to map fields to Between's template. For deduplication I'll use fuzzy matching on customer names/emails, flag missing required fields with NA, and remove test records based on creation date patterns. I'll validate the output with Between's import validator before final delivery. I can start immediately. Thanks, Andrii.

@okechukwu1

As someone who understands the value of clear and efficient workflow systems, I am confident that I would be an excellent fit for your CRM Data Migration & Cleanup project. Over the years, I've honed my skills in designing and implementing end-to-end workflows, including data migrations and cleanups using tools like Excel and other CRMs. Furthermore, I have a keen eye for detail when it comes to data management and transformation. With over [x] number of leads, customers, work orders in your database, I'm well prepared to undertake a thorough cleanse. As part of this data migration process, I know how vital it is to identify duplicates and remove irrelevant and test records, preserving the relationships you've established with clients over time. Ultimately, my aim will be to ensure that you receive a clean, validated Excel file that's not only ready for import into Between but also optimized to support your future operations. As a professional committed to delivering quality and meeting deadlines effectively, you can trust me to handle this project with utmost diligence and efficiency. Let's get your workflows back on track!

@melopgabriel

Hi, this is a data migration and cleanup job that needs careful extraction from SQL, structured mapping into Between’s import template, and validation before import. I’ve handled CRM migrations, SQL exports, Excel transformations, duplicate cleanup, and record validation where customer and job relationships had to stay intact. I’m comfortable standardizing names, phones, emails, and addresses, while flagging incomplete records instead of guessing. My approach would be to export the source data, profile it for duplicates and missing fields, map every supported field to Between’s template, and create a clean import file with a separate review list for records that need manual attention. I’d also remove obvious test data and verify that work order links remain consistent across customers and jobs. If you want this done cleanly and with minimal back-and-forth, I can help. Best regards, Gabriel

@umer419

Hello, I checked your project "CRM Data Migration & Cleanup" and already have a clear understanding of your requirements and how to deliver them efficiently. I have solid experience in PHP, MySQL, and I've successfully completed similar projects by delivering high-quality, scalable, and reliable solutions. Why choose me? * Strong expertise in PHP, MySQL * Clean, optimized, and scalable implementation * Fast communication and regular progress updates * Focused on delivering results, not just completing the task I'm ready to start immediately and would be happy to discuss the details. Best regards, Umer

@Asiful11781

Hello, I can handle the complete migration from your SQL-based CRM into Between, including extraction, cleaning, field mapping, relationship preservation, and final validation. With **2,659 leads/sales records, 499 customers, and 344 work orders**, I’ll focus on accuracy and ensuring the resulting workbook is genuinely ready for import. My workflow: * Extract the required records from your SQL database * Map every supported field to Between’s official Excel template * Standardize names, phone numbers, emails, addresses, and statuses * Identify and carefully handle duplicate customer records * Preserve customer → work order relationships * Remove obvious test/demo records * Flag missing required information instead of guessing * Validate record counts, relationships, required fields, and formatting before delivery * Provide a clean final Excel file ready for Between import I can also provide a separate review list of records requiring manual attention so nothing questionable is silently changed. I’m experienced with SQL, Excel/Power Query, data cleaning, and structured CRM migrations. I can review the database export and Between template first, then confirm the fixed price and exact turnaround based on the actual field mapping complexity.

@robertb297

Hey, this is a solid fit, I'd extract from SQL, map everything to the Between template, dedupe customers while keeping the customer-to-work-order links intact, and flag anything missing rather than guessing. Comfortable with SQL extraction and Excel transformation at this scale (2,659 leads, 499 customers, 344 work orders). Happy to give a fixed price and turnaround once I get a look at the schema and template.

@gabrielor

Hello, I'm a full time developer graduated in Computer Science. During all my 6 years of doing freelancer I've already made various different projects including cleaning up messy customer lists, moving business records from one system to another, and organizing spreadsheets full of orders and contacts, which helped them stop losing track of customer orders and made their records much easier to search through, so I understand that I'm fully capable of working within your needs, I just need to chat a little to understand some info. Could you contact me? I would love to help you out!!

@pasion0128

★•══•★ Hi client ★•══•★ I’m ready to dive into your CRM data migration with a sharp eye for detail. I’ll extract your SQL data, clean it up, and carefully map everything into the Between Excel template you provided. No guesswork on missing info—I'll flag anything that needs your review. Duplicates? Consider them handled. I’ll keep all customer-work order links intact and standardize names, phones, emails, and addresses so your new CRM starts fresh and tidy. I’ve got solid experience in SQL data extraction and cleaning, plus handling CRM migrations smoothly without losing critical info. You’ll get a clean, validated Excel file that’s import-ready. How soon do you want to get started on making this switch painless? Best regards, Rico

@ziadmo1425

Hi, I can finish this by today, I will extract the SQL and excel data and format it to import it into the new CRM, Let's start right now, price: $40

@albertc1996

Hey, Duplicate customer detection is usually where CRM migrations go wrong — matching on exact name/email misses variations, so I'd use fuzzy matching on name + phone + address combined to catch near-duplicates without merging records that are actually different people. I'd export the SQL data, write a mapping script against the Between template, and flag anything missing required fields instead of guessing. Do you have a rough sense of how messy the data is — like are duplicates common, or mostly clean with a few edge cases? 5+ years building backend systems that hold up under real load — systems that stay stable long after delivery. Django scrapers, FastAPI services, AI agents wired into LLMs, automation pipelines with n8n and Make, Kafka event-driven systems — different stacks, same habit of getting it right the first time. If there's a bug buried in the logic, I find it before it reaches production.

@patricko098

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. I recently completed a CRM data migration for a client with over 3,000 records, transforming their SQL data into a new platform while ensuring data integrity. The client praised the accuracy and efficiency, which resulted in a seamless transition. I have extensive experience in SQL data extraction, Excel transformation, and CRM migrations, which directly aligns with your needs. My background in data cleaning ensures that I can handle duplicates and preserve crucial relationships between records. I understand your goal is to achieve a flawless data migration into Between. I will meticulously clean, map, and prepare your data, flagging any records needing manual review to ensure nothing is overlooked. My focus will be on clear communication throughout the process, guaranteeing you a validated Excel file ready for import and long-term success with your new CRM. I am confident in delivering exceptional results for your project. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards, Patrick