CRM Data Migration Checklist
Ensure a smooth and accurate CRM data migration! Our comprehensive checklist guides you through every step, from data cleansing and mapping to testing and validation, minimizing risks and maximizing the success of your CRM transition. Download now and migrate with confidence!
This Template was installed 4 times.
Planning & Scope Definition
Define the scope of the data migration, including data sources, target CRM, and objectives.
Project Goals & Objectives
Estimated Data Volume (Records)
Source CRM System
Target CRM System
Project Start Date
Estimated Completion Date
Data to be Migrated (Select all that apply)
Data Source Assessment
Analyze existing data sources, identify data quality issues, and map data fields.
Describe all Data Sources to be Migrated
Estimated Total Records in Source System
Data Source Type (e.g., CSV, Database, API)
Data Quality Concerns Identified
Sample Data Extract (for analysis)
Describe any known data integrity issues
Data Cleansing & Transformation
Cleanse and transform data to meet the requirements of the target CRM.
Describe Data Quality Issues Identified
Number of Duplicate Records Found
Duplicate Resolution Method
Describe Data Transformation Rules Applied
Data Standardization Applied (Select all that apply)
Percentage of Records Cleaned
Data Mapping & Field Alignment
Map data fields from the source to the target CRM, ensuring accurate alignment.
Source System Field Type
Target CRM Field Type
Source Field Name
Target CRM Field Name
Data Transformation Logic (if any)
Field Length/Precision (if applicable)
Data Validation Rule
Default Value (if applicable)
ETL Tool Configuration (if applicable)
Configure the ETL tool for data extraction, transformation, and loading.
ETL Tool Selected
Connection String Details
Batch Size
Start Date/Time of Initial Load
Transformation Logic Notes
Error Handling Procedures
Testing & Validation (Phase 1: Unit)
Perform initial testing on a small subset of data to validate the data mapping and transformation rules.
Number of Records Tested
Data Type Verification Status (e.g., Number, Date, Text)
Mandatory Field Validation
Detailed Notes on Errors Encountered (if any)
Special Character Handling Test
Error Count
User Acceptance Testing (UAT)
Involve key users to test the migrated data and validate its accuracy and usability.
Tester Signature
Test Date
Number of Records Tested
Overall Data Accuracy
Specific Issues Encountered (if any)
Data Completeness
Functional Areas Tested
Recommendations for Improvement
Data Security & Compliance
Ensure data security and compliance with relevant regulations throughout the migration process.
Data Encryption in Transit
Data Encryption at Rest
Applicable Compliance Regulations (select all that apply)
If 'Other' selected above, please specify:
Last Data Security & Privacy Audit Date
Number of Records Containing PII/PHI
Security Officer Signature
Cutover Planning & Execution
Plan and execute the final data cutover to the target CRM.
Planned Cutover Date
Planned Cutover Start Time
Detailed Cutover Procedure Steps
Estimated Downtime (in minutes)
Systems to be taken offline during cutover
Rollback Strategy
Cutover Checklist (PDF)
Post-Migration Validation & Monitoring
Validate the data integrity and monitor the CRM system after migration.
Migration Completion Date
Total Records Migrated
Records Failed to Migrate
Summary of Failed Records & Resolution Steps
Data Integrity Check Result
Next Scheduled Data Quality Check Date
User Feedback Summary (Post Migration)
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