Software Ingestion & Replacement
Connect, ingest, normalize, and replace fragmented software systems.
Salesforce
CRM • Connected
HubSpot
CRM • Listed
Zoho
CRM • Not listed
Pipedrive
CRM • Listed
Google Drive
Document Management • Connected
Google Docs
Document Management • Connected
Microsoft 365
Document Management • Listed
SharePoint
Document Management • Not listed
Dropbox
Document Management • Listed
QuickBooks
Finance • Mapped
NetSuite
Finance • Listed
Airtable
Deal Tracking • Ingesting
Monday.com
Deal Tracking • Listed
Excel
Deal Tracking • Conflicts found
Google Sheets
Deal Tracking • Normalized
Ingestion Workflow
- Identify current systems
- Connect API where available
- Upload CSV / XLSX where needed
- Map fields
- Normalize records
- De-duplicate contacts
- De-duplicate companies
- Match manufacturers
- Match reps
- Match products
- Match customers
- Match deals
- Match documents
- Create Keyra objects
- Flag conflicts
- Approve migration
- Activate Keyra workspace
- Mark old system as connected, replaced, or archived