Case Study: Catalogic Software modernizes CRM and preserves complex legacy data with Cloudingo

Catalogic Software migrates 1 million records to Salesforce with Cloudingo

Catalogic Software, a data protection company spun off from Syncsort, faced the complex challenge of migrating approximately one million records from a shared and heavily customized Microsoft Dynamics system to Salesforce. Their data was entangled with that of their former parent company, lacked standardization, and included critical custom objects and attachments. They engaged the professional services team from vendor Cloudingo (Symphonic Source Inc.) to execute this intricate data split and migration.

Cloudingo's solution involved a meticulously planned project where they analyzed the database schema from a backup, managed complex user ID reassignments, preserved custom fields and file attachments, and maintained crucial record relationships. They successfully migrated the data, ensuring historical accuracy and current functionality. As a result, Catalogic achieved its goal of moving to a more efficient and agile Salesforce platform, eliminating the costly and unwieldy Dynamics system and enabling better data analysis with minimal disruption to their operations. The customer stated this goal would not have been achieved without Cloudingo.

Catalogic Software