Data Migration
You export years of customers, jobs, and invoices out of the old system, and the new one wants different column names, different date formats, and record IDs that don't exist yet. This agent builds the field map, runs the whole load into a test environment first, and hands you a discrepancy report — rows in, rows out, rows rejected — before a single record is written live.
Yours outright — no required subscription.
Every agent is built for your business — your systems, your approval chain, your way of working. We scope it on the call.
If this sounds too technical, don't worry. We take care of everything for you.
- Private VPS deployment. This agent runs on a server that belongs to you, not a shared cloud tenant. Your customer list, your job history, and every export it reads sit on your box.
- A technician agent alongside it. Every hire ships as a pair: the Data Migration Agent doing the mapping and the loading, and a VPS-technician agent on the same box keeping it patched, backed up, and monitored. One hire, two agents.
- A field map you approve before anything runs. Every source column to every destination field, with the transformation rule written beside it. Plus the two lists nobody usually writes down: source columns going nowhere, and destination fields being left blank.
- A full test run before production. The load runs into a test environment first, in dependency order, and you read the discrepancy report off it. Nothing gets written to the live system until you say go.
- An exceptions file instead of a silent drop. Every row that didn't map cleanly, with the row, the field, and the reason it stopped. If it isn't in the load, it's in this file.
- 14 days of priority support after go-live, for the reconciliation questions that show up in week three rather than week one. After that we remove our own access.
- You own everything — the server, the agent, the code it runs on, and every artifact it produced.
Not sure it fits? Check fit in 90 seconds in the free assessment chat.
Who this is for
- You're moving off a system you've been on for years, and the history is the part that matters — job costs, invoice memos, the note somebody wrote in 2023 — not just the open balances.
- You're on a clock. The old contract ends in six weeks, or the product is being sunset, and after that the data is gone or expensive to get back.
- You tried this once already. The import ran, the numbers came out wrong two weeks later, you rolled back to the old system, and now you're paying for both.
- You've got a mapping spreadsheet with four tabs of lookup formulas, someone exporting record lists at 9pm, and nobody whose actual job this is.
How it earns trust
The failure mode of AI in a migration isn't that it maps a field wrong — people do that too. It's that a wrong map looks exactly like a right one: every row landed, every count matches, and it surfaces in month three. This agent takes the opposite bet. Everything it decided is readable before it runs.
A field map you sign off on
Every source column to every destination field with its transformation rule, plus the source columns going nowhere and the destination fields being left blank. Two columns with the same name are not the same field, and this is where you catch that — before a run, not after.
Control totals, side by side
The test run reports rows exported, rows loaded, and rows rejected per object, next to the numbers you'd actually check: balance owed, revenue by year, record count, open jobs. Old system against new, on one page, before production.
The old system, untouched
The agent never writes to, deletes from, or archives anything in the source. Pair that with the crosswalk — old record ID to new record ID for every migrated row — and anything that looks wrong in month two can be diffed against a copy that never changed.
None of this proves the migration was perfect; it proves you can find out where it wasn't, while the thing you'd check against is still sitting there.
Pairs well with
These share a workflow with this role. Tick any to add them to your setup.
The vendor keeps telling me it's easy, it's just a CSV template.
The template is the easy half. The hard half is that the export flattened your relationships: an invoice points at customer 4471, the new system assigns brand-new IDs on import, and every child record has to be re-keyed against a crosswalk. That, plus load order, plus the transformations the template doesn't mention, is where the nights and weekends go. This agent does that part and shows you its work.
We tried this last year, the numbers were wrong, and we had to roll it back.
That's the case this is built for. The whole load runs into a test environment first and produces control totals side by side — old system against new — before anything is written live. It never promotes a test run to production on its own; you read the report and the field map, and a human gives the go-ahead. And it doesn't call cutover or declare the migration finished. Go/no-go and sign-off stay with the people who already make those calls.
I need a list of what didn't come over, not a thumbs up.
That's the exceptions file: every row that didn't map cleanly, with the field and the reason. Here's the honest limit on it, though. The discrepancy report compares what came out of the source export against what landed in the destination — so it proves the load matched the export, not that the export was complete. If the old system never emitted attachments, notes threads, or custom-field history, a clean report can't see the gap. We identify those categories on the call and treat them as their own scoped jobs rather than assuming the export covered them.
Somebody has to clean up 14,000 contacts before we can move anything.
It will sort and group the likely duplicates and propose them to you. It will not merge them. Two entries at the same address can be a parent and a subsidiary with different tax IDs, and two people with the same name and birth year can be two people — merging is destructive and the agent can't tell the difference from an export alone. Same rule for missing data: a row missing a required field gets flagged, not filled with a plausible default to make the import pass validation.
Our contract with the old system ends in six weeks and then it's gone.
Setup is typically live in about seven days from kickoff, scoped on a free 15-minute call, which leaves room for a test run and a fix pass before your date. One thing to plan for regardless: the agent works from an export taken at a point in time, and your business keeps quoting and invoicing after that moment. Anything created or edited between the snapshot and cutover is not in the migration and gets reconciled by hand. We size that window with you rather than pretend it isn't there.
What's covered under the $1,997 flat setup, and what isn't?
One company, one system of record, one approval chain — a single source-to-destination migration with its objects and their relationships. A second source system, or a second company folded in from an acquisition with no shared identifier between the two, is a scoped conversation on the call rather than a price adjustment.
Hiring more than one? A department on tap — the subscription puts a build team behind every request, agent after agent.