Skip to content

Services · Migration

Bring your history with you.

We map, clean and import your existing data so your team starts in Red Squirrel with everything they need on day one.

How it works

What to expect

01
Assess

We review your current data sources, volumes and what must come across.
02
Map & clean

Fields are mapped to Red Squirrel, duplicates merged and formats standardised.
03
Test import

A sample is imported for your team to check before the full move.
04
Go live

The full import runs, totals are reconciled and old systems can be retired.

What’s included

Move contacts, deals, tickets and history from your old CRM or spreadsheets.

Talk to our team See plans

CSV, spreadsheet and CRM exports
Field mapping workshop
Duplicate merge
Test import & sign-off
Reconciliation report

More services

Your pipeline won't wait. Neither should you.

Start your 14-day free trial today. No credit card, no sales call, and your data imports in minutes.

Start free trial Book a demo

14-day trial · No card required · Cancel anytime