Case study · Data Migration · In production

Legacy CRM → modern data platform

Twelve years of overlapping records across three systems, migrated into one source of truth without data loss.

Industry
Professional services
Duration
5 weeks
Outcome
Zero data loss across 12 years of history
Status
In production
StackPostgresdbtPython ETLAirbyteLooker Studio
The challenge

What we walked into.

Three CRMs and a decade of spreadsheets had produced a customer table with 7 different ways of spelling the same companies, contradictory contact records, and lost engagement history. Sales was making decisions on wrong data.

The approach

How we built it.

  1. 01Built an identity-resolution layer that survives renames, mergers and typo-grade duplicates.
  2. 02Reconciled three CRMs against canonical entities before writing to the new system.
  3. 03Preserved 12 years of activity history attached to resolved customers, not lost.
  4. 04Stood up a reporting layer so sales and finance see the same numbers.
Outcomes

Numbers from the real rollout.

Records reconciled
2.1M
Duplicate companies
–87%
Data loss
Zero
Reporting consistency
100%
More work

Other things we’ve built.

Let's build

Have a system in mind? Let's sketch it together.

Drop your email and a line about the problem. We'll reply within one working day.

Or write directly to hello@corefluxsolutions.com — we read everything.