Why it exists
CRM migrations can fail on small differences in field names, phone formats, tags, and import limits.
Portfolio / CASE STUDY
Private data migration tool
A tool for previewing and transforming Follow Up Boss contacts into Sierra CRM import files.
Independent converter and web workflow development
CRM migrations can fail on small differences in field names, phone formats, tags, and import limits.
I built a deterministic mapping and normalization pipeline, then wrapped it in a browser upload, preview, and download workflow.
The converter maps source fields to the target schema, formats phone values, and deduplicates tags. Unit tests cover the transformation rules.
Large outputs can be split into bounded chunks and bundled for download. Users can inspect the preview before exporting.
Integration and upload/download tests exercise the flow from fixture data to converted output. The web app also includes cleanup for session files.
Private migration utility with synthetic example data and tests. I can discuss the conversion rules and test strategy on request.
Private repository FUB-to-Sierra-CSV-Converter