Delta migration
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      Final (Optional) Stage: Delta Migration

      April 3rd, 2025

      The delta migration is an optional final step in the data migration process. During the full migration and verification phase, your team may have added new records to the source CRM that have not yet been migrated to the target CRM. The delta migration allows you to transfer these latest updates.

      However, the delta is not mandatory. If no updates were made to the source CRM after initiating the full migration, you can skip this step and finalize your data migration project sooner.

      delta

      Important Considerations Before Proceeding

      • Delta is the last step of the migration process. Make sure that your team does not make changes in source CRM after you start delta migration. You can run delta migration through the wizard only once. If there are further updates in your source portal anyway, you might need one more delta. Our support team can do it for you, but extra costs will be involved.

      • Delta is different from re-running a full migration. Running a new full migration will erase previous migration results and replace all data in the target CRM with a fresh copy from the source. Any updates made in the target CRM after the full migration will be lost. In contrast, delta migration supplements the existing target data without overwriting everything.

      • Timeliness matters. The sooner you run the delta migration after the full migration, the lower the risk of source data overwriting any updates your team has made in the target CRM.

      • Preparation is needed. The delta migration requires the same setup in your target CRM as the full migration: Full Migration Preparation Guide. Additionally, be sure to refresh your records matching in the wizard (after the mapping stage) to ensure that the latest updates are captured when comparing records between the two databases.

      • Plan your data cleanup accordingly. If you want to clean up, merge, or deduplicate data in the target CRM, we recommend doing so after the delta migration to avoid having new source data overwrite your work.

      Delta Migration Options

      You can choose from three types of delta migration:

      1. Create New – Migrates only new records added to the source CRM after the full migration. Existing records remain unchanged.

      2. Update Changed - updates existing records that have been modified in the source CRM.
      3. Create New + Update Modified – Migrates new records and updates existing records if they have been modified in the source CRM. This is a combination of 2 options above which requires enabling both toggles in the pop-up window:
      delta options