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Years of customer records, jobs, invoices and notes often sit in spreadsheets, an old database or software the vendor no longer supports. Moving that data is where new systems quietly fail: fields do not match, duplicates multiply and history goes missing. We plan, clean and move your data carefully, check every record arrived, and organise it so your team and your reports can rely on it.

Overview

Your data is the part you cannot rebuild.

A new CRM, portal or operations system is only as good as the data inside it. We take the information you already have, in spreadsheets, shared drives, old databases and legacy software, map it to the new system, clean it, remove duplicates and move it across in tested stages so nothing is lost on the way.

Once it has moved, we help you keep it in order: one agreed source of truth for each type of record, clear ownership, regular backups and a structure that makes reporting and AI tools work properly instead of guessing.

Why it matters

Why careful data migration matters

Most failed system changes are not caused by the new software. They are caused by the data that went into it.

When records are copied across in a rush, the problems show up later: customers who appear twice, invoices with no matching client, missing history and reports that disagree with what the team knows to be true. Fixing that after go-live is slower and riskier than getting it right first.

  • Business data is spread across many spreadsheets
  • The old system is slow, unsupported or hard to export from
  • The same customer exists in several versions
  • Fields are used differently by different people
  • Nobody is sure which copy of a file is the latest
  • Historical records are at risk of being left behind
  • Reports take hours of manual tidying before they make sense
  • Backups are irregular or untested
  • AI tools give poor answers because the data is messy
  • The team worries that switching systems will lose information
What we do

What we do

Socialist Fox moves your data safely and organises it so your business can trust it.

Spreadsheet to System Migration

Bring the records that live in spreadsheets into a proper system with structure, permissions and history.

Legacy Software Migration

Extract data from old or unsupported software, including awkward exports and older database formats, before it becomes harder to reach.

Data Mapping

Match every field in the old data to the right place in the new system, and agree what happens to anything that does not fit.

Data Cleaning

Fix inconsistent formats, fill or flag missing details and standardise names, addresses, dates and categories.

De-duplication

Find records that refer to the same customer, supplier or job and merge them carefully, keeping the history from each.

Test Runs and Cut-over

Run sample migrations, check the results with your team, then move the full data at an agreed point with a clear way back.

Data Organisation

Set up one source of truth for each type of record, clear naming and ownership, so everyone works from the same information.

Backups and Data Safety

Put regular, tested backups in place and control who can see, change or export important business data.

How it helps

How good data management helps your business

Clean, well organised data makes every other system you use work better.

Change Systems With Confidence

A tested, checked migration means you can move to better software without fearing what might be lost.

Trust Your Records

One clean record per customer, supplier or job means fewer mistakes in quotes, invoices and follow-ups.

Keep Your History

Past orders, notes and correspondence move with the record, so your team still has the full picture.

Report Without Tidying First

Consistent data means reports and dashboards can be built directly on it, without hours of manual clean-up.

Be Ready for AI

AI assistants and automation give useful answers when the data underneath is accurate and well structured.

Clear Ownership

Everyone knows which system holds which records and who is responsible for keeping them right.

Reduce Risk

Regular backups and sensible access controls protect the business if something goes wrong.

Before Migration

  • Data spread across files and old tools
  • Duplicate and conflicting records
  • Reports need manual fixing
  • History at risk of being lost
  • Backups uncertain

After Migration

  • One system holds the records
  • Clean, single records
  • Reports work from the data directly
  • History moved and checked
  • Regular, tested backups
Problems we solve

Common problems we solve

If your team keeps asking which version of the data is right, it is time to sort it out properly.

  • You want to replace spreadsheets but fear losing data
  • An old system needs retiring and nobody knows how to get the data out
  • A previous migration left gaps, duplicates or broken links between records
  • Two businesses or teams have merged and their records overlap
  • Customer details differ between your CRM, accounts and inbox
  • Files and attachments are scattered across shared drives
  • Nobody owns the data, so nobody keeps it tidy
  • Reports and dashboards show numbers the team does not trust
  • You are not confident your backups would actually restore
  • You want to use AI, but your data is not ready for it
How we work

Our data migration process

We move data in careful, checked stages, so there are no surprises on the day you switch.

  1. 01

    Find All Your Data

    We list every place your business data lives, from spreadsheets and shared drives to old databases and software exports.

  2. 02

    Map Old to New

    We match each field to its place in the new system and agree with you what to keep, merge, archive or leave behind.

  3. 03

    Clean and De-duplicate

    We fix formats, flag gaps and merge duplicate records, and show you the decisions that need a person to make them.

  4. 04

    Run Sample Migrations

    We move a sample first, then a full test run, and your team checks the results in the new system before anything goes live.

  5. 05

    Cut Over Safely

    We take a full backup, move the final data at an agreed point and keep the old data available in case anything needs checking.

  6. 06

    Check Nothing Was Lost

    We compare record counts, totals and sample records between old and new, then set up the backups and ownership that keep data clean.

Why us

What makes Socialist Fox different

We treat your data as the most valuable part of the project, and we prove it arrived intact rather than assuming it did.

  • Every data source listed before we start
  • Field mapping agreed with your team
  • Cleaning decisions shown, not hidden
  • Sample and full test runs before go-live
  • Full backup before every cut-over
  • Counts and totals checked old against new
  • Secure handling of personal data
  • Clear notes on where every record went
Examples

Example data projects we can handle

01

Spreadsheets to a CRM

Combine customer and lead lists from several spreadsheets into one clean CRM, with duplicates merged and owners assigned.

02

Retiring Legacy Software

Extract jobs, clients and history from an old desktop or unsupported system and move them into a modern platform.

03

Moving Between Platforms

Switch from one CRM, job management or booking tool to another while keeping notes, attachments and links between records.

04

Merging Two Sets of Records

Bring together customer and supplier data after a merger, a new branch or two teams using different tools.

05

Shared Drive Clean-up

Organise scattered documents into a clear structure linked to the right customers, projects or jobs.

06

Reporting-Ready Data

Standardise categories, dates and names so dashboards and reports can be built directly on the data.

07

Data Preparation for AI

Clean and structure records and documents so AI assistants and automation can find accurate answers.

Features

Data services we can include

Each project is shaped around your data, your new system and how your team works.

  • Data source audit
  • Field mapping
  • Format standardisation
  • Duplicate detection and merging
  • Missing data reports
  • Legacy system extraction
  • Spreadsheet imports
  • Attachment and file migration
  • Sample test runs
  • Cut-over planning
  • Rollback plan
  • Record count checks
  • Archive of old data
  • Single source of truth setup
  • Data ownership rules
  • Access controls
  • Automated backups
  • Restore testing
  • Migration documentation
Third-party costs

Third-party costs we flag upfront

Some older systems charge to export your data or limit how much you can download, and new databases and backups have their own hosting and storage costs. We check these early so they are part of the plan, not a surprise at cut-over.

  • Vendor export fees
  • Database services
  • Hosting upgrades
  • File storage
  • Backup storage
  • Paid import tools
  • Extra user licences in the new system
  • Archive storage for old data
Questions

Frequently asked questions

Something else on your mind? Ask us directly.

Data migration is moving your business information, such as customers, jobs, invoices, notes and files, from one place to another. That might be from spreadsheets into a CRM, or from old software into a new platform. Done well, everything arrives complete, clean and linked correctly.

Usually, yes. Most systems offer some kind of export, and where they do not, the data can often be read from the underlying database or files. We check what is possible early, before you commit to a new system.

We run a sample migration first, then a full test run that your team checks in the new system. On the day of the switch we take a full backup, and afterwards we compare record counts, totals and sample records between the old and new data.

We find records that refer to the same customer, supplier or job and merge them carefully, keeping the history from each. Where a decision needs someone who knows the business, we show you the options rather than guessing.

Normally not for long. We do the mapping, cleaning and test runs while your team keeps working in the old system, then move the final data at an agreed quiet point so disruption is kept to a minimum.

Reports and AI tools can only be as accurate as the data they read. Duplicates, inconsistent categories and missing fields lead to wrong totals and poor answers. Organised data with one source of truth gives them something reliable to work from.

Sometimes. Older vendors may charge to export your data, and the new setup may need paid database, hosting or storage plans for files and backups. We flag any of these upfront and look for free or low-cost options first.