The CRM that treats a migration as a project, not a weekend of CSV wrangling.
Import2 handles the big three sources (HubSpot, Salesforce, Pipedrive, Zoho, and roughly a dozen others). Strkr accepts those payloads cleanly, keeps owner history intact, and gives you a dry-run report before a single record lands in your live tenant.
Migration pain is the single biggest reason teams stay on a CRM they hate. The sales ops lead has 48,000 contacts and 12,000 accounts on HubSpot, three years of owner-change history, 46 custom fields on the deal object, and no appetite for a two-week project. Import2 does a decent job on the extract side, but the destination CRM usually chokes on three things: owner mapping, custom-field mapping, and preserving the activity timeline. Below are the failure modes we hear in migration calls every week, and what Strkr does differently on each one.
Owner history collapse
Every record ends up owned by the migration admin.
Most CRMs accept an owner column during import but silently default to the API user when the email does not match an active seat on day one. Three months later the pipeline reports are useless because every deal shows the migration admin as owner. Strkr runs a pre-import owner reconciliation that matches on email, flags unresolved owners for review, and lets you provision placeholder seats for departed reps so the historical attribution survives.
Custom field mapping
The 46 custom deal fields do not map one-to-one.
Legacy CRMs let admins pile on custom fields with inconsistent types (two fields for the same concept, one picklist with 400 values, three boolean fields that duplicate a single stage). A straight passthrough on Import2 drags that debt into the new tenant on day one. Strkr ships a field mapping wizard that lets you rename, retype, merge, and skip during the dry run, so day one in the new system is cleaner than day 1,000 in the old.
Activity timeline gaps
Call logs and email threads land as orphan rows.
Import2 extracts activities as a separate stream, and most destination CRMs will accept them but display them in a flat list rather than threading them onto the deal, contact, or account record they belong to. Strkr re-threads activities on import using the source IDs, so a rep opening Acme Corp sees the actual chronological history (14 emails, 6 calls, 3 meetings) rather than a note that says see migrated activities elsewhere.
The dry-run black box
You cannot see what is about to go wrong.
A production migration that fails at hour four costs the sales ops lead a weekend. Strkr dry-runs the full payload into a scratch tenant, produces a diff report (contacts matched, accounts matched, custom-field types reconciled, activities threaded, owners resolved), and only writes to the live tenant after you sign off. The dry run runs in under 20 minutes on a 50K-contact payload.
Rate-limit stalls
The source API throttles halfway through.
HubSpot and Salesforce both throttle hard on export, and the migration vendor usually resumes but loses track of ordering. Strkr accepts the Import2 payload in idempotent chunks keyed by source record ID, so a resume after a rate limit continues from the last committed chunk instead of starting over. If a chunk fails deeper in the import, the diff report tells you which 300 of the 48,000 records need a second pass rather than requiring a full rerun.
Post-migration permissions chaos
Every rep sees every record on day one.
Most imports land with no permission scoping and the admin fixes it after the fact, which is a week-long cleanup. Strkr lets you apply team scoping and row-level visibility during the import wizard based on territory, segment, or owner, so the pipeline the sales floor opens on Monday morning already has the right views configured for each role.
The migration path end to end
What a Strkr + Import2 migration actually looks like.
The common question on a vendor call is: how long does this take and what will my team feel on launch day. The realistic sequence for a 50K-contact mid-market migration runs about 10 business days with a sales ops lead putting in roughly 2 hours a day. The cards below are the steps in order, with the common gotchas called out so you know where the time really goes.
Day 1-2: scope and inventory
Enumerate what you have before you move it.
The sales ops lead exports a schema snapshot from the source CRM (contacts, accounts, deals, custom fields, pipelines, users, teams, activities). Strkr accepts that snapshot and generates a target schema recommendation. Typical finding on this step: between 20 and 40 percent of custom fields are duplicates, deprecated, or deadweight, and the migration is the right moment to retire them.
Day 3-4: field mapping wizard
Decide what stays, what changes, what disappears.
The mapping wizard runs through every custom field with a recommended destination (keep, rename, retype, merge, skip). The sales ops lead reviews each decision inline. Strkr defaults to safe choices and highlights every type change (string to number, picklist to multi-picklist) so you consent to each one. The output is a mapping manifest you can version in git if your ops team runs that way.
Day 5: Import2 extract kicks off
The source CRM dumps 50K contacts in a few hours.
Import2 runs the extract against the source API with the credentials you provide. For HubSpot the full extract on a 50K-contact tenant runs about 3 hours. For Salesforce the extract runs about 5 hours. Strkr receives the payload in idempotent chunks and queues the transform. You can watch progress in the migration console and the API throttling behavior is handled automatically.
Day 6: dry run against scratch tenant
Preview the result without touching the live workspace.
Strkr spins up a scratch tenant and lands the full payload end to end: contacts, accounts, deals, activities, custom fields, pipelines, owner history. The sales ops lead opens 20 random records, verifies the data looks right, and reviews the diff report. The dry run is isolated from the live tenant, so a goof here does not affect anything the sales floor sees.
Day 7-8: cleanup and sign-off
Fix the three things the dry run flagged.
Every dry run finds something. Common fixes: an owner email that changed last year, a custom field that needs a type change the wizard did not catch, a picklist value with trailing whitespace. The sales ops lead patches the mapping manifest, reruns the dry run against the scratch tenant, and when the diff report is clean, signs off for production.
Day 9: production cutover
The live tenant lands the data in a maintenance window.
Strkr runs the production import against the live tenant inside a chosen maintenance window (typically Friday evening). The reps come back Monday morning to pipelines, deals, and account history that look like they always lived in Strkr. The source CRM stays read-only for 30 days as a rollback cushion, after which you cancel the subscription.
Day 10: workflows and automations rebuilt
Rebuild the five automations that actually matter.
Workflows do not migrate across CRMs cleanly because the triggers and action primitives differ. Strkr maps the five or six automations most teams rely on (round-robin assignment, stale-deal alerts, closed-won Slack post, lifecycle stage advancement, lost-reason prompts) to native Strkr equivalents. The remaining automations get a punch list for the sales ops lead to tackle in the first two weeks post-cutover.
Day 11+: training and adoption
The reps spend a half-day in the new workspace.
Strkr ships role-based training templates (SDR, AE, CSM, manager, admin) that give each persona a 30-minute walkthrough of the surfaces they live in daily. Managers get a different walkthrough that covers pipeline reviews, forecast, and reporting. Full adoption on a mid-market team typically hits 90 percent inside two weeks, which is faster than most greenfield rollouts because the reps already know the data.
Rollback plan
If something goes sideways you can revert in a day.
Strkr keeps the source payload and the mapping manifest for 30 days after cutover. If a decision needs to be reversed (an owner mapping, a field type) you can re-run the import against a new scratch tenant with the corrected manifest and promote. The hard rollback (back to the source CRM) is a Day 0-30 escape hatch nobody has used in the migrations we have run, but it exists.
Source CRMs we have moved teams off
What migration from each major source actually looks like.
The source CRM shapes the migration more than the destination does, because the extract is where the data gets lossy. The cards below are the five sources we see most often and the gotchas that come up for each. Import2 handles all of these, and Strkr has mapping defaults tuned per source.
From HubSpot
Lifecycle stages, deal pipelines, and marketing contacts.
HubSpot keeps lifecycle stage as a contact-level enum and deal stage on the deal. Strkr lands both. The gotcha is HubSpot marketing contacts (billable) vs non-marketing (not): the migration keeps the flag, and Strkr applies the opt-in rules on your side so the segmentation stays intact. Custom properties migrate with their internal names preserved so saved views keep working.
From Salesforce
Opportunity line items and complex relationship chains.
Salesforce opportunities carry line items (products with quantities and prices) that most CRMs flatten on import. Strkr lands them as a related opportunity-products table so the deal detail page shows what was quoted. The gotcha is Account hierarchies with 4-5 levels: Strkr preserves the parent chain and ships a hierarchy viewer. Custom metadata types do not migrate (that config lives in Strkr admin instead).
From Pipedrive
Deal rotten-days, pipelines, and products.
Pipedrive runs a rotten-days counter on deals that stall. Strkr lands the counter and ships a stale-deal flow template that mimics the Pipedrive behavior out of the box. Products migrate with their price lists. The gotcha is Pipedrive activity types, which are user-configurable per workspace: Strkr lets you map them to the Strkr activity vocabulary during the mapping wizard.
From Zoho CRM
Modules, layouts, and territory rules.
Zoho exposes modules (Leads, Contacts, Accounts, Deals, custom modules) with per-layout field sets. Strkr lands modules as object types and preserves the layout concept via Strkr Layouts. The gotcha is Zoho territory rules, which are rule-based scoping that often lives undocumented: the migration wizard surfaces them explicitly so your ops team can rewrite them as Strkr claims rules on the way in.
From Monday CRM or ClickUp CRM
Items, boards, and column types.
Project-tool CRMs model everything as a flexible item with column types. Strkr lands items into contacts, accounts, or deals based on the mapping wizard. The gotcha is formula columns that depend on cross-item references: Strkr lets you port them to native Strkr formula fields where the dependencies are explicit. People columns map to Strkr user references.
From Insightly or Capsule
Smaller-vendor exports with less structure.
The smaller SMB CRMs often expose a slightly stripped CSV export via Import2. Strkr accepts those payloads and infers types where the source does not provide them. The gotcha is Insightly tasks that reference projects: Strkr lands tasks as activity rows and preserves the project reference as a text field unless the destination is Strkr Projects, in which case the link survives.
What this migration is not
Where Import2 and Strkr do not do magic.
Every migration vendor overpromises on at least one of three things. We want to be straight on where the limits are so your sales ops lead sets expectations with the exec team correctly on day one.
Marketing automation stays separate
HubSpot workflows do not become Strkr flows.
Import2 does not export HubSpot workflow logic in a form any destination CRM can reconstruct. We rebuild the five or six automations that actually matter natively in Strkr during the first two weeks post-cutover. If your team runs 300 workflows in HubSpot, the audit before the migration will almost always find that 10 of them do real work and the rest are archaeology.
Email send history is thin
The 2.4 million marketing-email send rows do not come across cleanly.
Transactional email history and marketing-campaign send history live in a volume and shape that Import2 cannot carry economically. Strkr lands recent transactional emails (last 90 days by default) and summary stats per contact. If deep campaign-level history matters for attribution, keep the source platform read-only for a quarter and let the historical data age out naturally.
Reporting dashboards do not port
Reports and dashboards are rebuilt, not migrated.
Every CRM reports with its own query language and dashboard primitives. Strkr Reports is a Strkr-native tool with saved views, filters, and roll-ups that look familiar but are not a one-to-one port. The rebuild for a typical mid-market team runs about a day and ships 15 to 20 reports that cover the exec and manager cadence. We provide starter templates.
Email signatures and templates
The 40 team email templates get re-pasted.
Email templates do not survive a cross-CRM migration cleanly because the token syntax differs. Strkr ships a template library with the Strkr token syntax, and the sales ops lead pastes the 20 or 30 templates the team actually uses. Templates nobody has used in six months do not come across, which is usually fine.
User passwords and SSO
Users log in fresh after the cutover.
Passwords never migrate. If you run SSO, the user records migrate with their emails and the SSO provider handles the login side of the house. If you run local accounts, every user gets a magic-link invite on cutover day. The invite flow is tenant-branded. The sales ops lead usually schedules a 20-minute all-hands to walk the team through the first login.
Deleted records stay deleted
Hard-deleted records in the source are gone.
Import2 reads what the source API exposes. Records that have been hard-deleted on the source side are not recoverable through the extract. Soft-deleted records (recycle bin on HubSpot or Salesforce) can usually be included on request, and the sales ops lead decides whether to pull them during the scope step. The default is to leave soft-deleted records behind.
Head-to-head
Strkr vs native HubSpot export + manual import on another CRM.
Teams often weigh the Import2 + Strkr path against the I-will-just-export-to-CSV-and-import approach. Here is what a straight comparison looks like on the dimensions that actually trip migrations up.
Feature
Strkr
DIY CSV export + manual import
Owner history preservation
Automatic reconciliation with placeholder seats for departed reps
Manual match; everything defaults to API user on no-match
Custom field type coercion
Mapping wizard with per-field type review and dry run
CSV strings land; types must be fixed one object at a time
Activity threading
Activities re-threaded onto parent record using source IDs
Activities land as orphan rows unless manually joined
Idempotent chunks
Resume from last committed chunk after a throttle or failure
Full rerun on failure; partial state is a cleanup problem
Dry run report
Full payload rehearsed in a scratch tenant with diff report
Sample import or no dry run at all
Permission scoping on landing
Territory and team scoping applied during the import wizard
Everything lands with default visibility; cleanup after
Rollback window
30-day source payload retention with re-import against scratch tenant
No formal rollback; source CRM subscription cost is the hedge
Automation rebuild
Starter templates for the 5-6 common automations ship on day one
Admin rebuilds everything from scratch after cutover
Reporting rebuild
15-20 starter reports mapped to Strkr Reports vocabulary
Dashboard rebuild from a blank canvas
Timeline to live tenant
10 business days with 2 hours a day from sales ops
3-6 weeks with iterative cleanup phases
How teams use Strkr
How teams run the Strkr + Import2 motion.
The patterns below are motions that are live on customer accounts right now. They vary by source CRM and team size, but the shape of the project is similar enough that we recommend reading the one closest to your situation.
32-rep SaaS team off HubSpot
Full cutover in 11 business days with no rep downtime.
A 32-rep Series B SaaS team ran the full HubSpot migration in 11 business days. Day 1-2 scope and inventory surfaced 83 custom properties on the contact object, of which 31 had not been written to in 18 months. The mapping wizard retired those 31. Day 6 dry run flagged 14 unresolved owners (departed reps whose seats had been reclaimed in HubSpot). The ops lead provisioned placeholder seats so the historical attribution stayed intact. Day 9 production cutover happened Friday evening; reps came back Monday to pipelines that looked exactly like the old ones, just faster. Full adoption hit 94 percent inside the first two weeks.
18-rep agency off Pipedrive
Stale-deal and rotten-days behavior rebuilt on day one.
An 18-rep agency ran a Pipedrive migration where the rotten-days behavior was load-bearing to their pipeline discipline. The migration wizard surfaced the rotten-days setting per pipeline, Strkr landed the counter, and the stale-deal flow template deployed automatically on cutover. Managers kept their weekly review rhythm intact without rebuilding anything, which was the single success criterion for the ops lead going in.
60-rep mid-market B2B off Salesforce
Opportunity line items landed; territory rules rewritten explicitly.
A 60-rep B2B team ran a Salesforce migration where opportunity line items were the critical structure (product-level forecasting). Strkr landed the OpportunityLineItem table as a related object on the deal, with price and quantity preserved. The gotcha the ops lead flagged was Salesforce territory rules, which had grown organically over three years and were partially undocumented. The migration wizard forced each rule into the open as a Strkr claims rule, which the ops lead described as the single most useful audit of the year.
12-advisor wealth firm off Zoho CRM
Compliance tags preserved on every client record.
A 12-advisor wealth management firm ran a Zoho migration where compliance-sensitive custom fields (risk tolerance, suitability notes, KYC flags) were load-bearing. Strkr landed each field with the type coercion reviewed per field, and the dry-run report explicitly surfaced which fields contained potentially sensitive text so the compliance officer signed off before production. The migration ran inside a HIPAA-equivalent audit scope.
8-person team off Monday CRM
Flexible-item structure flattened into contacts, accounts, deals.
An 8-person team on Monday had modeled their whole pipeline as flexible items on a board. The mapping wizard let the ops lead decide which columns became contact fields, which became account fields, and which became deal fields. The migration ran in 4 business days (smaller team, simpler data) and the ops lead described the new structure as finally feeling like a CRM instead of a spreadsheet with ambitions.
Move off HubSpot, Salesforce, or Pipedrive without the weekend wasted.
Start a dry run with Import2 and see your real data in a scratch Strkr tenant before you commit to a cutover. The dry run runs in 20 minutes on a 50K-contact payload and produces a diff report you can walk the exec team through.
Does Strkr actually integrate with Import2 directly or do I run the export myself?
Both paths work. Import2 pushes the extracted payload to a Strkr migration endpoint directly, so the data moves from your source CRM into Strkr without you handling CSVs. If you prefer, you can run Import2 to a CSV bundle and upload that bundle to Strkr through the migration console. The direct path is faster for payloads over 10,000 contacts; the CSV path gives you an inspection step in between. The dry-run and scratch-tenant preview are the same either way.
What does the migration actually cost?
Import2 charges separately on their pricing (typically 299 to 1,499 dollars per migration depending on object counts and complexity). Strkr does not charge a separate migration fee on standard mid-market payloads. For complex migrations (over 500,000 records, custom object remodeling, or compliance-sensitive data) we scope a professional-services engagement. The dry run and scratch tenant are included on every plan.
How long does the data stay in a scratch tenant before cutover?
The scratch tenant persists for 7 days after the dry run completes, so your sales ops lead has a week to validate records, iterate on the mapping manifest, and get sign-off from stakeholders. If you need more time, we can extend the scratch tenant per request. After cutover, the source payload is retained for 30 days as a rollback cushion.
Can we run a partial migration (just contacts and accounts, not deals yet)?
Yes. The mapping wizard supports object-level selection, so you can land contacts and accounts on day one and defer deals and activities to a second cutover window. Teams often take this approach when the deal pipeline needs a cleanup phase before migration. The second-stage import is run against the same tenant and merges by source record ID, so contacts imported in stage one get linked to deals imported in stage two without manual joining.
What about compliance (HIPAA, SOC 2, GDPR)?
Strkr is HIPAA compliant with a BAA available on request, SOC 2 Type II is in progress through 2026-Q4, and GDPR + CCPA compliance is in place today. The migration runs inside the same audit scope as the production tenant. Dry-run data lives in a scratch tenant with the same tenant-isolation and encryption posture as production. If your industry (financial services, healthcare, legal) requires a audit trail during migration, we document the import run per record ID so the compliance officer can produce evidence on request.
Does the migration preserve API integrations we have running against the source CRM?
The integrations do not migrate because every CRM exposes its own API shape, but the data they wrote lands in Strkr intact. Rebuilding those integrations against Strkr is the second week of work for the ops lead and typically covers 3 to 6 systems (billing, support ticketing, marketing automation, data warehouse, product-usage pipe). Strkr ships an open REST API, webhooks, and native connectors for the common billing and support tools. If you run a bespoke integration, the Strkr API docs are enough for your engineering team to port it in a sprint or less.
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