How it works

How Settle works

Six steps from raw source data to a validated, live target — with a complete record of how it got there.

01 · Ingest Data

Bring data in from anywhere.

Direct connectors, file drops, a database connection, or a pasted DDL — Settle profiles both sides before any mapping begins.

SOURCE
Legacy CRM
CSV + database
8 tables · 99 fields
profiled
TARGET
Salesforce
DDL
8 tables · 113 fields
02 · Discovery

Exceptions and unwritten rules, surfaced up front.

Settle reads your schemas and real data, then asks the questions that live in your experts' heads. Every answer becomes migration memory.

Agent
3,412 inactive accounts still have open invoices — migrate them as active, or archive?
You
Migrate them — set to credit hold in the new system.
saved to migration memory
03 · Map & Transform

Every mapping and transform, proposed and proven.

Every mapping and transform proposed with a confidence score — and where the agent can't decide, it asks instead of guessing.

AccountNumbercustomer_ext_id96%
Namename_1 · trim + truncatetransform98%
AnnualRevenuecredit_limityour call
04 · Pre-load checks & validations

Nothing loads until every gate passes.

Deterministic checks run against every row before load: schema and types, referential integrity, the business rules from Discovery, and source–target reconciliation — then a full dry run.

Schema & types
Referential integrity
Business rules
Source–target reconciliation
Dry run
cleared to load
05 · Load

Load with one click — on your approval only.

Staged writes into the live target, with progress you can watch and a package you can keep. Nothing moves without a human sign-off.

customer_master → Salesforce
42,184 / 42,184 rows loaded
staged writesapproved by you
06 · Post-load validations & workflow simulations

The step everyone else skips.

Settle loads, checks every record, fixes what fails, and re-runs — automatically, pass after pass — and simulates your real workflows in the target's own front end. Issues get fixed early, not at cutover.

Customer created Pass · 18 checks
Order invoiced Pass · 22 checks
Inventory updatedFixed
How we prove our results

Every row validated. Not a sample.

AI proposes, deterministic engines check, and you approve — the model never decides what reaches production.

1
Schema & types

every field checked against the target's own definitions

2
Referential integrity

every foreign key resolves; nothing orphaned

3
Business rules

the rules captured in Discovery, run against every row

4
Expected vs. actual

counts, keys, and values reconciled record by record after load

5
Live workflow replay

your real workflows simulated in the target's own front end, with recorded evidence

five gates · every row · same result every time
AI proposes
suggests — never writes
Engines validate
deterministic, reproducible
You approve
the decision stays with you
No black box — every proposal explainable, every check reproducible, every approval logged.

Deeper on the method: how we validate data after migration and why migrations fail. Pricing is fixed and scoped after a scoping call — typically roughly half the equivalent consulting-led cost.

De-risk your next migration.

See Settle run on your own schema — or send us the shape of your migration and we'll come back with an estimate.