CRM Data Rescue

What this covers

Broken syncs, mystery APIs, exports nobody owns - any technical problem between your data and your pipeline, we take it on.

• Diagnose the blockage, not the symptom
• Fix syncs, APIs and automations
• Document it, so it stays fixed

Why it matters

Syncs fail quietly, an API changes without warning, and an export nobody owns turns out to be load bearing. The work is rarely glamorous and it is usually urgent.

Rescue is the one you call when it has already gone wrong

The other data services are planned. This one usually starts with a phone call: the sync stopped a week ago and nobody noticed, the automation has been creating duplicates since a platform update, the person who built it has left and the documentation is a screenshot in a chat thread.

It broke quietly

Integrations rarely fail loudly. They fail for one record type, or for records over a certain size, or only on Sundays, and the first symptom is a number that looks slightly wrong.

It was built by someone who has gone

A workflow, a script or a middleware scenario nobody else has opened. It works until it does not, and then there is nobody to ask.

A platform changed underneath it

An API version retired, an authentication method deprecated, a field renamed. Nothing in your system changed, which is what makes it hard to look for.

It is load bearing and nobody knew

An export into a spreadsheet that feeds a board report. A sync into finance nobody documented. These surface at the worst possible moment, which is usually when they stop.

How we approach it

Stop the bleeding first

Where something is actively making things worse, creating duplicates, overwriting good records, spamming customers, the first job is to stop it, not to understand it.

Find the actual fault

The symptom and the cause are rarely in the same place. A duplicate problem is often an integration problem, and an integration problem is often an authentication or a field-mapping problem.

Assess the damage

How many records were affected, for how long, and whether the bad data has spread into reports, segments or other systems. This decides whether a fix is enough or whether a repair is needed too.

Fix it, then prove it

The repair is tested against the case that broke it, not just against the happy path, so the same failure cannot pass unnoticed a second time.

Repair what it damaged

Records the fault created, overwrote or corrupted are put right where they can be, using the same cleaning approach and the same rule about never deleting blind.

Write it down

What broke, why, what was changed and what to watch. A rescue that leaves no documentation is a rescue you will need again.

Make it visible next time

Where it is possible, we leave something that notices. A failure nobody sees is a failure that runs for a month.

What we can usually help with

• Integrations and syncs that have stopped, stalled or started duplicating
• Automations firing on the wrong records, or not firing at all
• API connections broken by a platform change or an expired credential
• Imports and exports that nobody owns and everybody depends on
• Middleware scenarios inherited from someone who has left
• Data corrupted by a process that was doing what it was told

When rescue is the right call

Good fit if

• something is broken now and the cause is not obvious
• the person who built it is no longer available
• the fault is between systems rather than inside one
• you need it stopped before you need it explained
• a report has gone wrong and nobody can say why

Not yet if

• the system works but the data is messy, which is cleaning
• nothing is broken and you want an assessment, which is a data audit
• it is a platform support question your vendor should answer
• you are replacing the system anyway, in which case it may be a migration

Common questions about CRM data rescue

How quickly can you look?

Tell us what is broken and what it is affecting and we will tell you honestly when we can start. Anything actively corrupting records or contacting customers is treated differently from a report that has been wrong for a fortnight.

Do you need access to everything?

No. We ask for the least access that lets us see the fault, and we would rather start with read access and a screen share than with an admin login we do not yet need.

What if the data is already damaged?

Assessing that is part of the work. Where records can be repaired we repair them, and where they cannot we tell you what was lost rather than leaving you to find out.

Can you work with a system you have not built?

Yes. Most rescues are systems somebody else built, often years ago. That is the normal case rather than the exception.

What happens once it is fixed?

You get a written account of what broke and why, and wherever possible something that will notice if it happens again. The aim is not to be called back for the same fault.

Talk to us about what is broken

Tell us what stopped working and what it is affecting. If it is not something we should take on, we will say so.

No pressure. No hard sell. Just a straight answer on what is wrong and what it takes to fix it.