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How to handle duplicate contacts and accounts during migrations

Treat dedupe as a migration workstream: set match rules, normalize fields, auto-merge only high-confidence matches, and review fuzzy pairs in staging.

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How to preserve customer identity mapping across systems

Standardize canonical account and contact IDs, map system-specific IDs, use deterministic then AI-assisted matching, and track weekly identity drift.

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How to keep historical CRM context when migrating support tools

Keep accounts, tickets, notes, timestamps and links intact during CRM/support-tool migrations with phased loads, validation, and AI.

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