Demo output

Demo output from our own system. Synthetic records, not customer data.

See a HubSpot assessment before connecting your CRM.

Explore a real assessment of our demo HubSpot CRM, prepared for migration to Salesforce CRM. See the record counts, which fields are used, what changes during migration and what it costs.

01 Objects and record counts

Connect only the source CRM to get the counts and price. The assessment writes nothing to either CRM.

190,945 records. See what counts toward the price.

Pricing is based on record count. Notes, calls and tasks count as records, just like contacts. Custom fields and links between records do not add to the count.

Object

Records

Companies: 12,480
Contacts: 48,930
Deals: 9,860
Notes: 61,240
Tasks: 21,470
Calls: 14,905
Products: 640
Line items: 18,300
Delivery routes: 3,120
Total in the source: 190,945

These counts come from the completed demo migration below. Their total matches the assessment.

A completed CRM migration, showing every record type and how many of each moved. — Demo output. Completed demo migration. The table above uses these record counts. View at full size.

Demo output. Completed demo migration. The table above uses these record counts. View at full size.

02 Field usage

See which fields your records actually use.

Spot unused custom fields and choose what to leave behind. This plan covers 51 fields across 9 record types. Each percentage shows how many records have a value in that field. Notes are quoted directly from the product.

Companies

12,480 records, 10 fields

Standard fields, 8

Filled in

NameText: 100%
Website domainText: 95%
IndustryChoiceValues with no matching option are left empty. The original value is kept beside it, in an extra field.: 73%
Annual revenueAmount: 35%
EmployeesNumber: 48%
PhonePhone number: 71%
OwnerPerson on your team: 100%
DescriptionLong text: 26%

Custom fields, 2

Filled in

Account tierkestrel_tier, choice: 82%
Route densityroute_density, number: 61%

2 more fields from the source have no matching field in Salesforce CRM. Choose whether to include them.

The Companies plan showing field usage, migration switches and conversion notes. — Demo output. Companies plan from the demo assessment. View at full size.

Demo output. Companies plan from the demo assessment. View at full size.

Contacts

48,930 records, 9 fields

Standard fields, 8

Filled in

EmailEmail address: 94%
First nameText: 98%
Last nameText: 99%
Job titleText: 64%
PhonePhone number: 79%
Mobile phonePhone numberArrives as text, not a phone number.: 45%
OwnerPerson on your team: 100%
Email opt outYes or no: Not counted

Custom fields, 1

Filled in

Preferred depotpreferred_depot, choice: 59%

1 more field from the source has no matching field in Salesforce CRM. Choose whether to include it.

Kept as extra fields, 1

Lifecycle stageHS_Source_Lifecycle_Stage__c, text: Kept as text

These values are preserved in extra text fields in Salesforce CRM.

The Contacts plan showing field usage, migration switches and conversion notes. — Demo output. Contacts plan from the demo assessment. View at full size.

Demo output. Contacts plan from the demo assessment. View at full size.

Deals

9,860 records, 9 fields

Standard fields, 9

Filled in

NameText: 100%
AmountAmountYour destination replaces this with a value of its own. Salesforce works a deal's amount out from its line items, so it becomes the total of the lines that came across.: 97%
CurrencyText: 100%
Close dateDate: 95%
Deal typeChoiceValues with no matching option are left empty. The original value is kept beside it, in an extra field.: 83%
Lead sourceChoiceValues with no matching option are left empty. The original value is kept beside it, in an extra field.: 75%
Next stepText: 40%
Lost reasonTextAdded to a text field, readable but no longer its own value.: 22%
OwnerPerson on your team: 100%

Kept as extra fields, 2

StageHS_Source_Stage__c, text: Kept as text
PipelineHS_Source_Pipeline__c, text: Kept as text

These values are preserved in extra text fields in Salesforce CRM.

Demo output. Deals plan from the demo assessment. View at full size.

Notes

61,240 records, 3 fields

Standard fields, 3

Filled in

BodyFormatted textFormatting is removed, the words are kept.: 100%
DateDate and time: 100%
OwnerPerson on your team: 98%

The Notes plan showing field usage, migration switches and conversion notes. — Demo output. Notes plan from the demo assessment. View at full size.

Demo output. Notes plan from the demo assessment. View at full size.

Tasks

21,470 records, 5 fields

Standard fields, 5

Filled in

SubjectText: 100%
StatusChoice: 100%
PriorityChoice: 84%
DateDate and time: 100%
OwnerPerson on your team: 100%

The Tasks plan showing field usage, migration switches and conversion notes. — Demo output. Tasks plan from the demo assessment. View at full size.

Demo output. Tasks plan from the demo assessment. View at full size.

Calls

14,905 records, 5 fields

Standard fields, 5

Filled in

SubjectText: 100%
DirectionChoice: 100%
DurationDuration: 93%
DateDate and time: 100%
RecordingLinkThe link arrives as a reference you can look up, not a live link.: 28%

The Calls plan showing field usage, migration switches and conversion notes. — Demo output. Calls plan from the demo assessment. View at full size.

Demo output. Calls plan from the demo assessment. View at full size.

Products

640 records, 3 fields

Standard fields, 3

Filled in

NameText: 100%
Product codeText: 98%
Unit priceAmount: 100%

The Products plan showing field usage, migration switches and conversion notes. — Demo output. Products plan from the demo assessment. View at full size.

Demo output. Products plan from the demo assessment. View at full size.

Line items

18,300 records, 3 fields

Standard fields, 3

Filled in

QuantityNumber: 100%
Unit priceAmount: 100%
Line totalAmount: 100%

The Line items plan showing field usage, migration switches and conversion notes. — Demo output. Line items plan from the demo assessment. View at full size.

Demo output. Line items plan from the demo assessment. View at full size.

Delivery routes

3,120 records, 4 fields

Your team built this one, so it is rebuilt at your destination before the migration runs.

Standard fields, 1

Filled in

NameText: 100%

Custom fields, 3

Filled in

Depot codedepot_code, text: 100%
Weekly stopsweekly_stops, number: 93%
Service windowservice_window, choice: 68%

The Delivery routes plan showing field usage, migration switches and conversion notes. — Demo output. Delivery routes plan from the demo assessment. View at full size.

Demo output. Delivery routes plan from the demo assessment. View at full size.

Custom fields are created in the destination before their records are migrated.

03 The plan

Review what moves and what changes.

Migratez works out what each value becomes, so nobody builds a field map. You choose which optional fields to include and review any data that cannot transfer unchanged. If a record owner has no match in the new CRM, you choose who takes over their records.

04 Readiness checks

Check what needs attention before migrating.

This demo raised 2 checks for destination settings or access. Each explains the impact and how to fix it. You can fix and re-check it, or proceed with the limitation.

Records linked to more than one company

Action needed

Your destination keeps a single company per record unless you turn its multiple-company feature on. 2,310 of your records are affected.

In Salesforce, open Setup and enter "Account Settings" in the Quick Find box. Turn on "Allow users to relate a contact to multiple accounts", save, then re-check.

How your products get priced

Action needed

Salesforce CRM

Salesforce prices products from a price book, so each one we bring gets an entry in your standard book. If we can't reach it, your products arrive but can't be sold.

Ask your Salesforce admin for access to the standard price book, then re-check.

Two readiness checks, each marked action needed, with the fix under each and a re-check button. — Demo output. The two demo checks, with instructions and a re-check button. View at full size.

Demo output. The two demo checks, with instructions and a re-check button. View at full size.

05 Data that changes

Know what changes before the migration runs.

Some values change format or cannot fit their destination field. The notes below explain each case. Values kept in extra text fields are listed separately. All notes are quoted from this demo plan.

Fields with changes, 8

Object

IndustryValues with no matching option are left empty. The original value is kept beside it, in an extra field.: Companies
Mobile phoneArrives as text, not a phone number.: Contacts
AmountYour destination replaces this with a value of its own. Salesforce works a deal's amount out from its line items, so it becomes the total of the lines that came across.: Deals
Deal typeValues with no matching option are left empty. The original value is kept beside it, in an extra field.: Deals
Lead sourceValues with no matching option are left empty. The original value is kept beside it, in an extra field.: Deals
Lost reasonAdded to a text field, readable but no longer its own value.: Deals
BodyFormatting is removed, the words are kept.: Notes
RecordingThe link arrives as a reference you can look up, not a live link.: Calls

Kept as extra fields, 3

Object

Lifecycle stageHS_Source_Lifecycle_Stage__c, text: Contacts
StageHS_Source_Stage__c, text: Deals
PipelineHS_Source_Pipeline__c, text: Deals

The Deals plan showing conversion notes and values kept in extra text fields. — Demo output. The Deals plan shows calculated values, unmatched choices and two fields preserved as text. View at full size.

Demo output. The Deals plan shows calculated values, unmatched choices and two fields preserved as text. View at full size.

06 The price

$4,999 USD. One migration, one payment.

The 190,945 demo records fit the tier for up to 200,000 records. The source assessment gives you a fixed price before you connect the destination.

An estimated price of $4,999, one time, in US dollars, for 190,945 records on the up to 200,000 records plan, after one read-only connection. — Demo output. Price shown after connecting only the source CRM. View at full size.

Demo output. Price shown after connecting only the source CRM. View at full size.

View pricing.

Try it on your data

Get a free assessment of your CRM.

Create an account and connect your source CRM with read-only access. See your record counts, field usage and price before connecting the destination. Nothing moves until you ask.

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