---
name: apollo-migration-deep-dive
description: 'Comprehensive 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".

  '
allowed-tools: Read, Write, Edit, Bash(kubectl:*), Bash(curl:*)
version: 1.13.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- apollo
- migration
- scaling
compatibility: Designed for Claude Code
---
# Apollo Migration Deep Dive

## Current State

!`npm list 2>/dev/null | head -10`

## Overview

Migrate contact and company data into Apollo.io from other CRMs (Salesforce, HubSpot) or CSV sources. Uses Apollo's **Contacts API** for creating/updating contacts and **Bulk Create Contacts** endpoint for high-throughput imports (up to 100 contacts per call). Covers field mapping, assessment, batch processing, reconciliation, and rollback.

## Prerequisites

- Apollo master API key (Contacts API requires master key)
- Node.js 18+
- Source CRM export in CSV or JSON format

## Instructions

### Step 1: Define Field Mappings

```typescript
// src/migration/field-map.ts
interface FieldMapping {
  source: string;
  target: string;        // Apollo Contacts API field
  transform?: (v: any) => any;
  required: boolean;
}

// Salesforce -> Apollo
const salesforceMap: FieldMapping[] = [
  { source: 'FirstName', target: 'first_name', required: true },
  { source: 'LastName', target: 'last_name', required: true },
  { source: 'Email', target: 'email', required: true },
  { source: 'Title', target: 'title', required: false },
  { source: 'Phone', target: 'phone_number', required: false },
  { source: 'Company', target: 'organization_name', required: false },
  { source: 'Website', target: 'website_url', required: false,
    transform: (url: string) => url?.startsWith('http') ? url : `https://${url}` },
  { source: 'LinkedIn', target: 'linkedin_url', required: false },
];

// HubSpot -> Apollo
const hubspotMap: FieldMapping[] = [
  { source: 'firstname', target: 'first_name', required: true },
  { source: 'lastname', target: 'last_name', required: true },
  { source: 'email', target: 'email', required: true },
  { source: 'jobtitle', target: 'title', required: false },
  { source: 'phone', target: 'phone_number', required: false },
  { source: 'company', target: 'organization_name', required: false },
  { source: 'website', target: 'website_url', required: false },
];

function mapRecord(record: Record<string, any>, mappings: FieldMapping[]): Record<string, any> {
  const mapped: Record<string, any> = {};
  for (const m of mappings) {
    let value = record[m.source];
    if (m.required && !value) throw new Error(`Missing: ${m.source}`);
    if (value && m.transform) value = m.transform(value);
    if (value) mapped[m.target] = value;
  }
  return mapped;
}
```

### Step 2: Pre-Migration Assessment

```typescript
// src/migration/assessment.ts
import fs from 'fs';
import { parse } from 'csv-parse/sync';

async function assess(csvPath: string, mappings: FieldMapping[]) {
  const records = parse(fs.readFileSync(csvPath, 'utf-8'), { columns: true, skip_empty_lines: true });

  const stats = { total: records.length, valid: 0, invalid: 0,
    missing: {} as Record<string, number>, duplicateEmails: 0, errors: [] as string[] };
  const emails = new Set<string>();

  for (const record of records) {
    try {
      mapRecord(record, mappings);
      const email = record.Email ?? record.email;
      if (emails.has(email)) stats.duplicateEmails++;
      else emails.add(email);
      stats.valid++;
    } catch (err: any) {
      stats.invalid++;
      const field = err.message.replace('Missing: ', '');
      stats.missing[field] = (stats.missing[field] ?? 0) + 1;
      if (stats.errors.length < 5) stats.errors.push(err.message);
    }
  }

  console.log(`Total: ${stats.total}, Valid: ${stats.valid}, Invalid: ${stats.invalid}, Dupes: ${stats.duplicateEmails}`);
  if (Object.keys(stats.missing).length) console.log('Missing fields:', stats.missing);
  return stats;
}
```

### Step 3: Batch Migration Using Bulk Create

Apollo's Bulk Create Contacts endpoint creates up to 100 contacts per call with intelligent deduplication.

```typescript
// src/migration/batch-worker.ts
import axios from 'axios';

const client = axios.create({
  baseURL: 'https://api.apollo.io/api/v1',
  headers: { 'Content-Type': 'application/json', 'x-api-key': process.env.APOLLO_API_KEY! },
});

interface MigrationResult {
  total: number; created: number; existing: number; failed: number;
  createdIds: string[];
  errors: Array<{ record: any; error: string }>;
}

async function migrateBatch(records: Record<string, any>[], batchSize: number = 100): Promise<MigrationResult> {
  const result: MigrationResult = { total: records.length, created: 0, existing: 0, failed: 0,
    createdIds: [], errors: [] };

  for (let i = 0; i < records.length; i += batchSize) {
    const batch = records.slice(i, i + batchSize);

    try {
      // Bulk create endpoint handles deduplication
      const { data } = await client.post('/contacts/bulk_create', {
        contacts: batch,
      });

      const newContacts = data.contacts ?? [];
      const existingContacts = data.existing_contacts ?? [];
      result.created += newContacts.length;
      result.existing += existingContacts.length;
      result.createdIds.push(...newContacts.map((c: any) => c.id));
    } catch (err: any) {
      // Fall back to individual creates
      for (const record of batch) {
        try {
          const { data } = await client.post('/contacts', record);
          result.created++;
          result.createdIds.push(data.contact.id);
        } catch (e: any) {
          result.failed++;
          result.errors.push({ record, error: e.response?.data?.message ?? e.message });
        }
      }
    }

    // Rate limit: 100 requests/min for contacts
    if (i + batchSize < records.length) {
      await new Promise((r) => setTimeout(r, 1000));
    }

    console.log(`Progress: ${Math.min(i + batchSize, records.length)}/${records.length}`);
  }

  return result;
}
```

### Step 4: Post-Migration Reconciliation

```typescript
async function reconcile(sourceRecords: Record<string, any>[]) {
  let matched = 0, missing = 0, mismatched = 0;

  for (const source of sourceRecords.slice(0, 100)) {  // Sample reconciliation
    const { data } = await client.post('/contacts/search', {
      q_keywords: source.email, per_page: 1,
    });

    const contact = data.contacts?.[0];
    if (!contact) { missing++; continue; }

    const nameMatch = contact.first_name === source.first_name && contact.last_name === source.last_name;
    if (nameMatch) matched++;
    else { mismatched++; console.warn(`Mismatch: ${source.email}`); }
  }

  console.log(`Reconciliation: ${matched} matched, ${missing} missing, ${mismatched} mismatched`);
  return { matched, missing, mismatched };
}
```

### Step 5: Rollback

```typescript
async function rollback(contactIds: string[]) {
  console.log(`Rolling back ${contactIds.length} contacts...`);
  let deleted = 0;

  for (let i = 0; i < contactIds.length; i += 50) {
    const batch = contactIds.slice(i, i + 50);
    for (const id of batch) {
      try { await client.delete(`/contacts/${id}`); deleted++; }
      catch (err: any) { console.error(`Failed: ${id}: ${err.message}`); }
    }
    await new Promise((r) => setTimeout(r, 500));
    console.log(`Rollback: ${Math.min(i + 50, contactIds.length)}/${contactIds.length}`);
  }

  console.log(`Rolled back ${deleted}/${contactIds.length} contacts`);
}
```

## Output

- Field mappings for Salesforce and HubSpot to Apollo Contacts API
- Pre-migration assessment with validation, duplicates, and missing fields
- Batch migration via `POST /contacts/bulk_create` (100 per call)
- Post-migration reconciliation sampling
- Rollback procedure deleting created contacts

## Error Handling

| Issue | Resolution |
|-------|------------|
| 403 on create | Contacts API requires master key |
| Bulk create fails | Falls back to individual `POST /contacts` calls |
| Duplicate contacts | Apollo's bulk_create handles dedup — returns `existing_contacts` |
| Field mapping error | Review source field names, check for case sensitivity |
| Rate limited | Increase delay between batches |

## Examples

### Full Migration Pipeline

```typescript
const assessment = await assess('./salesforce-export.csv', salesforceMap);
if (assessment.invalid > assessment.total * 0.1) {
  console.error('Too many invalid records (>10%). Clean data first.');
  process.exit(1);
}

const records = parseCsv('./salesforce-export.csv').map((r) => mapRecord(r, salesforceMap));
const result = await migrateBatch(records, 100);
console.log(`Created: ${result.created}, Existing: ${result.existing}, Failed: ${result.failed}`);

// Save contact IDs for potential rollback
fs.writeFileSync('migration-ids.json', JSON.stringify(result.createdIds));

await reconcile(records);
```

## Resources

- [Create a Contact](https://docs.apollo.io/reference/create-a-contact)
- [Bulk Create Contacts](https://docs.apollo.io/reference/bulk-create-contacts)
- [Search for Contacts](https://docs.apollo.io/reference/search-for-contacts)
- [Update a Contact](https://docs.apollo.io/reference/update-a-contact)

## Next Steps

After migration, verify data with `apollo-prod-checklist`.


---
Source attribution: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/apollo-pack/skills/apollo-migration-deep-dive/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2025 Jeremy Longshore

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/apollo-pack/skills/apollo-migration-deep-dive/SKILL.md
Attribution basis: Source repository record

Fields of work: Marketing, Sales
Roles: Account Executive, Business Development, Growth Marketer, Marketing Analyst, Sales Development Rep (SDR)
Specialties: API, Backend, Design, Word Documents, Frontend, Mobile
Tools: Apollo
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: d56634f38d61891717cda7bd6515ca3c87e509f84ddd6fa49735a4f080633b34