Data Loader / Weekly Export
9 entities. Polymorphic parent resolution. Rollback-safe. Built for Nexpay's cutover.
Migrate from Salesforce or Insightly
Cancel Salesforce. Keep your data.
Migration wizards bring every contact, deal, task, attachment and custom field. Two-way sync available so you can run in parallel and cut over only when you're sure. Then cancel the old contract.
Today · Salesforce
14,820contacts
2,316open opportunities
£14.4kannual cost
Weekend migration
Monday · Valtura
14,820contacts
2,316deals
+47auto-rules pre-loaded
Two-way sync optional
Run in parallel until you're confident · then cancel the old contract
ZIP export wizard
First-class merchant profile + leads + task comments. Preserves all timestamps.
Run in parallel before you cut
Polling inbound, debounced outbound, Valtura-wins conflicts. Auto-disable watchdog.
Built for ISOs
What a generic CRM doesn't give you.
Salesforce and Insightly are good general-purpose CRMs. They're not built for the merchant services pipeline. The result is a layer of customisation tax on top of a tool that doesn't natively understand your business.
Multi-acquirer boarding native
Elavon, Worldpay, AIB integrations. Status webhooks. Document management. Without bolt-ons.
Statement OCR + multi-provider pricing
Quote in 3 minutes from a real bank statement. Native, not a Zapier chain.
Commission, payaway, FPU native
Monthly commission runs, GP1/GP2 statements, equity pool valuation — all on the same database as the deals.
Companies House lead gen
Stop buying lead lists. Generate them from live Companies House data with niche presets.
AI Knowledge tuned to ISOs
Embeddings-based Q&A trained on your knowledge base. Compliance, product, onboarding answered in seconds.
Terminals, marketplace, leaderboards
The bits a generic CRM doesn't have. The bits an ISO actually needs.
How the migration works
Run a sandbox migration on your data this weekend.
Step 1 — export
Salesforce: Data Loader CSVs or Weekly Export ZIP. Insightly: native ZIP export. We'll send the exact instructions.
Step 2 — upload
Wizard accepts the export bundle. Maps fields. Identifies dedupe candidates. Previews the mapping.
Step 3 — preview & confirm
See exactly what will be imported. Adjust field mapping if needed. Confirm to commit.
Step 4 — optional: parallel sync
Two-way sync stays on while you trial. Cut over with a single setting once you're happy. Cancel old CRM.
Run the sandbox migration.
Free, non-destructive, on a copy of your data. See exactly what your CRM looks like in Valtura before committing to the trial.