tessl i github:jeremylongshore/claude-code-plugins-plus-skills --skill apollo-migration-deep-diveComprehensive Apollo.io migration strategies. Use when migrating from other CRMs to Apollo, consolidating data sources, or executing large-scale data migrations. Trigger with phrases like "apollo migration", "migrate to apollo", "apollo data import", "crm to apollo", "apollo migration strategy".
Comprehensive guide for migrating to Apollo.io from other CRMs and data sources, including data mapping, validation, and rollback strategies.
// scripts/migration-assessment.ts
interface MigrationAssessment {
source: {
system: string;
recordCount: number;
dataQuality: DataQualityReport;
fieldMapping: FieldMappingAnalysis;
};
target: {
apolloPlan: string;
creditBudget: number;
apiLimits: APILimits;
};
risk: {
level: 'low' | 'medium' | 'high';
factors: string[];
mitigations: string[];
};
timeline: {
estimatedDuration: string;
phases: Phase[];
};
}
async function assessMigration(sourceConfig: any): Promise<MigrationAssessment> {
// Analyze source data
const sourceAnalysis = await analyzeSourceData(sourceConfig);
// Check Apollo capacity
const apolloCapacity = await checkApolloCapacity();
// Calculate risks
const risks = calculateRisks(sourceAnalysis, apolloCapacity);
// Estimate timeline
const timeline = estimateTimeline(sourceAnalysis, apolloCapacity);
return {
source: sourceAnalysis,
target: apolloCapacity,
risk: risks,
timeline,
};
}
async function analyzeSourceData(config: any): Promise<SourceAnalysis> {
const records = await fetchSourceRecords(config);
return {
system: config.system,
recordCount: records.length,
dataQuality: {
emailValid: records.filter(r => isValidEmail(r.email)).length / records.length,
emailPresent: records.filter(r => r.email).length / records.length,
phonePresent: records.filter(r => r.phone).length / records.length,
companyPresent: records.filter(r => r.company).length / records.length,
duplicates: findDuplicates(records).length,
},
fieldMapping: analyzeFields(records),
};
}// src/migration/field-mapper.ts
interface FieldMapping {
sourceField: string;
targetField: string;
transform?: (value: any) => any;
required: boolean;
validation?: (value: any) => boolean;
}
const SALESFORCE_TO_APOLLO: FieldMapping[] = [
{
sourceField: 'Email',
targetField: 'email',
required: true,
validation: isValidEmail,
},
{
sourceField: 'FirstName',
targetField: 'first_name',
required: false,
},
{
sourceField: 'LastName',
targetField: 'last_name',
required: false,
},
{
sourceField: 'Title',
targetField: 'title',
required: false,
transform: normalizeTitle,
},
{
sourceField: 'Phone',
targetField: 'phone',
required: false,
transform: normalizePhone,
},
{
sourceField: 'Account.Name',
targetField: 'organization_name',
required: false,
},
{
sourceField: 'Account.Website',
targetField: 'organization_domain',
transform: extractDomain,
required: false,
},
{
sourceField: 'LinkedIn_URL__c',
targetField: 'linkedin_url',
required: false,
validation: isValidLinkedInUrl,
},
];
const HUBSPOT_TO_APOLLO: FieldMapping[] = [
{ sourceField: 'properties.email', targetField: 'email', required: true },
{ sourceField: 'properties.firstname', targetField: 'first_name', required: false },
{ sourceField: 'properties.lastname', targetField: 'last_name', required: false },
{ sourceField: 'properties.jobtitle', targetField: 'title', required: false },
{ sourceField: 'properties.phone', targetField: 'phone', required: false },
{ sourceField: 'properties.company', targetField: 'organization_name', required: false },
{ sourceField: 'properties.website', targetField: 'organization_domain', transform: extractDomain, required: false },
];
function transformRecord(record: any, mappings: FieldMapping[]): any {
const transformed: any = {};
const errors: string[] = [];
for (const mapping of mappings) {
const value = getNestedValue(record, mapping.sourceField);
if (mapping.required && !value) {
errors.push(`Missing required field: ${mapping.sourceField}`);
continue;
}
if (value) {
let transformedValue = mapping.transform ? mapping.transform(value) : value;
if (mapping.validation && !mapping.validation(transformedValue)) {
errors.push(`Invalid value for ${mapping.sourceField}: ${value}`);
continue;
}
transformed[mapping.targetField] = transformedValue;
}
}
return { data: transformed, errors };
}// src/migration/phased-migration.ts
interface MigrationPhase {
name: string;
percentage: number;
criteria: any;
validation: () => Promise<boolean>;
rollbackPlan: () => Promise<void>;
}
const MIGRATION_PHASES: MigrationPhase[] = [
{
name: 'Pilot',
percentage: 1,
criteria: { createdAt: { gt: '2024-01-01' }, hasEmail: true },
validation: async () => {
const migrated = await getMigratedCount('pilot');
const errors = await getErrorCount('pilot');
return errors / migrated < 0.01; // Less than 1% error rate
},
rollbackPlan: async () => {
await deleteApolloContacts({ tag: 'migration-pilot' });
},
},
{
name: 'Early Adopters',
percentage: 10,
criteria: { hasEmail: true, engagementScore: { gt: 50 } },
validation: async () => {
// Validate data integrity
const sample = await sampleMigratedRecords(100);
const integrity = await validateDataIntegrity(sample);
return integrity.score > 0.95;
},
rollbackPlan: async () => {
await deleteApolloContacts({ tag: 'migration-early' });
},
},
{
name: 'Main Migration',
percentage: 75,
criteria: { hasEmail: true },
validation: async () => {
// Full validation suite
return await runFullValidation();
},
rollbackPlan: async () => {
// This is risky - need careful planning
console.warn('Full rollback required - contact support');
},
},
{
name: 'Cleanup',
percentage: 14,
criteria: {}, // Remaining records
validation: async () => true,
rollbackPlan: async () => {},
},
];
async function executePhasedMigration(): Promise<void> {
for (const phase of MIGRATION_PHASES) {
console.log(`Starting phase: ${phase.name} (${phase.percentage}%)`);
// Get records for this phase
const records = await getRecordsForPhase(phase);
console.log(`Found ${records.length} records for ${phase.name}`);
// Migrate in batches
const batchSize = 100;
for (let i = 0; i < records.length; i += batchSize) {
const batch = records.slice(i, i + batchSize);
await migrateBatch(batch, phase.name);
// Progress update
console.log(`Progress: ${i + batch.length}/${records.length}`);
// Rate limit
await sleep(1000);
}
// Validate phase
const isValid = await phase.validation();
if (!isValid) {
console.error(`Phase ${phase.name} validation failed!`);
await phase.rollbackPlan();
throw new Error(`Migration failed at phase: ${phase.name}`);
}
console.log(`Phase ${phase.name} completed successfully`);
}
}// src/migration/batch-worker.ts
import { Queue, Worker, Job } from 'bullmq';
interface MigrationJob {
records: any[];
phase: string;
batchNumber: number;
}
const migrationQueue = new Queue('apollo-migration');
// Producer
async function enqueueMigrationBatch(
records: any[],
phase: string,
batchNumber: number
): Promise<void> {
await migrationQueue.add('migrate', {
records,
phase,
batchNumber,
}, {
attempts: 3,
backoff: {
type: 'exponential',
delay: 5000,
},
removeOnComplete: 100,
removeOnFail: false,
});
}
// Consumer
const worker = new Worker('apollo-migration', async (job: Job<MigrationJob>) => {
const { records, phase, batchNumber } = job.data;
const results = {
success: 0,
failed: 0,
errors: [] as any[],
};
for (const record of records) {
try {
// Transform record
const transformed = transformRecord(record, getMapping(record.source));
if (transformed.errors.length > 0) {
results.failed++;
results.errors.push({ record, errors: transformed.errors });
continue;
}
// Create in Apollo
await apollo.createContact(transformed.data);
// Store mapping for rollback
await storeMigrationMapping(record.id, transformed.data.id, phase);
results.success++;
} catch (error: any) {
results.failed++;
results.errors.push({ record, error: error.message });
}
// Update job progress
await job.updateProgress((results.success + results.failed) / records.length * 100);
}
// Log results
console.log(`Batch ${batchNumber}: ${results.success} success, ${results.failed} failed`);
if (results.errors.length > 0) {
await storeFailedRecords(results.errors, phase, batchNumber);
}
return results;
});// src/migration/validation.ts
interface ValidationResult {
totalSource: number;
totalTarget: number;
matched: number;
mismatched: number;
missing: number;
extra: number;
fieldDiscrepancies: FieldDiscrepancy[];
}
interface FieldDiscrepancy {
recordId: string;
field: string;
sourceValue: any;
targetValue: any;
}
async function validateMigration(): Promise<ValidationResult> {
// Get all source records
const sourceRecords = await fetchAllSourceRecords();
const sourceMap = new Map(sourceRecords.map(r => [r.email, r]));
// Get all migrated records from Apollo
const apolloRecords = await fetchAllApolloContacts();
const apolloMap = new Map(apolloRecords.map(r => [r.email, r]));
const result: ValidationResult = {
totalSource: sourceRecords.length,
totalTarget: apolloRecords.length,
matched: 0,
mismatched: 0,
missing: 0,
extra: 0,
fieldDiscrepancies: [],
};
// Check source records exist in Apollo
for (const [email, sourceRecord] of sourceMap) {
const apolloRecord = apolloMap.get(email);
if (!apolloRecord) {
result.missing++;
continue;
}
// Compare fields
const discrepancies = compareRecords(sourceRecord, apolloRecord);
if (discrepancies.length === 0) {
result.matched++;
} else {
result.mismatched++;
result.fieldDiscrepancies.push(...discrepancies);
}
}
// Check for extra records in Apollo
for (const [email] of apolloMap) {
if (!sourceMap.has(email)) {
result.extra++;
}
}
return result;
}
function compareRecords(source: any, target: any): FieldDiscrepancy[] {
const discrepancies: FieldDiscrepancy[] = [];
const fieldsToCompare = ['first_name', 'last_name', 'title', 'phone'];
for (const field of fieldsToCompare) {
const sourceValue = normalizeValue(source[field]);
const targetValue = normalizeValue(target[field]);
if (sourceValue !== targetValue) {
discrepancies.push({
recordId: source.id,
field,
sourceValue,
targetValue,
});
}
}
return discrepancies;
}// src/migration/rollback.ts
interface RollbackPlan {
phase: string;
recordIds: string[];
timestamp: Date;
}
async function createRollbackPlan(phase: string): Promise<RollbackPlan> {
const mappings = await prisma.migrationMapping.findMany({
where: { phase },
});
return {
phase,
recordIds: mappings.map(m => m.apolloId),
timestamp: new Date(),
};
}
async function executeRollback(plan: RollbackPlan): Promise<void> {
console.log(`Rolling back ${plan.recordIds.length} records from phase: ${plan.phase}`);
// Delete from Apollo in batches
const batchSize = 50;
for (let i = 0; i < plan.recordIds.length; i += batchSize) {
const batch = plan.recordIds.slice(i, i + batchSize);
await Promise.all(
batch.map(async (id) => {
try {
// Apollo may not have delete API - mark as inactive instead
await apollo.updateContact(id, { status: 'inactive' });
} catch (error) {
console.error(`Failed to rollback contact ${id}:`, error);
}
})
);
console.log(`Rollback progress: ${i + batch.length}/${plan.recordIds.length}`);
await sleep(1000);
}
// Update migration mappings
await prisma.migrationMapping.updateMany({
where: { phase: plan.phase },
data: { rolledBack: true, rolledBackAt: new Date() },
});
console.log(`Rollback complete for phase: ${plan.phase}`);
}// src/routes/admin/migration.ts
router.get('/migration/status', async (req, res) => {
const status = {
phases: await getMigrationPhaseStatus(),
progress: await getOverallProgress(),
errors: await getRecentErrors(50),
queue: await getQueueStatus(),
};
res.json(status);
});
router.post('/migration/pause', async (req, res) => {
await migrationQueue.pause();
res.json({ status: 'paused' });
});
router.post('/migration/resume', async (req, res) => {
await migrationQueue.resume();
res.json({ status: 'resumed' });
});
router.post('/migration/rollback/:phase', async (req, res) => {
const plan = await createRollbackPlan(req.params.phase);
await executeRollback(plan);
res.json({ status: 'rolled back', plan });
});| Issue | Resolution |
|---|---|
| Field mapping error | Review and fix mapping |
| Batch failure | Retry with smaller batch |
| Validation mismatch | Investigate and re-migrate |
| Rollback needed | Execute phase rollback |
This completes the Apollo skill pack. All 24 skills are now available for Claude Code users integrating with Apollo.io.
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