Services firms charge six figures per migration and take months.
Rip and replace your competition.
Migration Playbooks
Rubie moves a new customer's data out of the system they're leaving and into your product, API or not. By Rubie's own numbers, 95% of the sources its customers migrate from can't export everything a migration needs. So skip the CSV request. Your customer goes live with their history, not whatever fit in a spreadsheet.
Book migration demo (opens in a new tab)Migrations are where
deals go to die
Every B2B SaaS company has heard it: "We love the product — but we can't move off [legacy system] without losing our historical data."
Your engineering team burns sprints on one-off data work.
Customer-led DIY turns into a failed implementation and a churned logo.
Traditional ETL can't reach the portal-locked sources migrations actually live in.
// The Result //
Migrations become the longest, most expensive, and most brittle part of onboarding
Smarter migrations, built for the systems ETL forgot
Where APIs end, Playbooks begin
Portal-locked AMS, PMS, and EHR platforms. Carrier portals. Distributor dashboards. Legacy systems your ETL vendor quietly unsupports. Rubie extracts from all of them.
Workflows, not schedules
ETL moves data on a clock. Rubie logs in, navigates, submits forms, downloads statements, and executes multi-step processes on demand. Event-driven, not batch-bound.
Built to act and analyze
Don't just extract from one system - analyze, transform, and submit directly into another - across portals, across vendors, end to end.
· AMS Portal ·
· EHR System ·
· PMS Platform ·
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// playbook running //
Navigate to Reports
Set date range: Q1 2024
Export CSV...
What changes when migrations just work
10x faster onboarding.
Complex migrations that took months now complete in days or weeks. Customers go live faster. Time-to-value collapses.
A new revenue line, not a cost center.
Turn post-sales migration from a margin drag into a service you sell. Charge for what used to cost you money.
TAM you couldn't touch before.
Every deal you lost to "we can't get off the old system" is back in play. Expand into segments and verticals where migration was the barrier.
The anatomy
of a Rubie migration
Customer data migration: where the usual fixes break
Can't we just ask the customer for a CSV export?
You can, and most teams start there. But by Rubie's own numbers, 95% of the sources Rubie's customers migrate from can't export everything a migration needs, so the CSV usually arrives with pieces missing. Then your team fills the gaps by hand, or your customer goes live without them. Rubie pulls the data from your customer's account in the old system instead, so nothing depends on what the export button includes.
Can our engineers script it instead?
Engineers can script one customer's migration. It's the next one that hurts: every new source system is another one-off script to build, test and keep working, and that time comes out of your product work. Rubie maps each new source and builds its workflow, so your onboarding team runs a finished migration instead of a toolkit your engineers maintain.
Should we hire a migration services firm?
A firm can do it, but your customer's go-live then sits in the firm's queue, and you manage the project from the outside. With Rubie, the migration runs on your side, and every login, extraction and load step is visible to your team. You're not waiting on someone else's status update.
How much faster is a migration with Rubie?
By Rubie's own numbers, Rubie's customers spend 50 to 90% less time on a migration than they did before Rubie. Where yours lands depends on the source system and how much data it holds.
How does Rubie get data out of a system with no API?
It signs in to your customer's own account in the old system, handles two-factor codes along the way, and works through the screens to reach the data. Login details are encrypted and scoped to a single workflow run.
How do we check the data before it goes live?
Your team decides how much gets checked. Rubie cleans each record and reshapes it to match your product's fields. Anything that needs a human look goes to a review queue, where your team approves, rejects or edits it, and every change is logged. Records then load into your product through its API, or come back as CSV or Excel files.
// rubie //
