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Salesforce Migrations

Salesforce migrations without the drama.

Moving onto Salesforce is the moment most revenue data goes missing. Evara migrates financial services and fintech teams onto Salesforce without losing a record - mapping every contact, account, opportunity, note and file, validating counts before and after, and cutting over cleanly with no downtime. We do not lift and shift; we rebuild your process in Salesforce so the platform works the way your teams already do, from day one.

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TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

Find the migration you need

Search by tool or category, or browse the full list below. Each links to a detailed page on how we move it onto Salesforce.

Frequently asked questions

Common questions about Salesforce migrations

Evara migrates financial services and fintech teams onto Salesforce from the CRMs, spreadsheets and legacy systems they most often outgrow. Each move maps your objects, fields, activities and files into a clean Salesforce org, with counts validated before and after. Browse the grid above, or explore our platforms migration and integration services.

We map every object in your current system - contacts, accounts, opportunities, notes and files - to the right Salesforce objects and fields, run a validated test migration, then complete a clean cutover. Rather than a like-for-like copy, we rebuild your pipeline and process in Salesforce so it fits how your teams work. It is underpinned by sound CRM and technology architecture.

No. We migrate in parallel and reconcile record counts before and after, so nothing is dropped and sales never loses the pipeline. The switch is planned around your team, drawing on our wider Salesforce services for financial services and fintech firms, so you go live with confidence.

The grid covers the platforms we are asked to move most, but it is not the limit. Where a standard export will not carry your logic, we migrate against your tool's API - including custom objects and history - as part of our custom apps and development work. Tell us what you run and we will scope the right approach.

GET IN TOUCH

Start the Conversation.

Planning a move onto Salesforce from another CRM or a legacy system? As a Salesforce partner for financial services and fintech, Evara migrates regulated teams cleanly - every record mapped, validated and cut over with no data loss or downtime. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map out your migration plan.

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