Data
Migration
Checklist
Move customers, products, transactions and documents with mapping, cleanup, testing and reconciliation.
What Matters First
Inventory all source files and systems before deciding what should migrate.
Define field mapping, formats and ownership for every important record.
Data Migration
May 2, 2026
Planning the Implementation
Clean duplicates and invalid values without destroying the original source.
Run a sample migration and test real workflows with representative users.
Operating It Successfully
Reconcile totals and record counts before approving the final switch.
Keep backups and a rollback plan until the new system is proven stable.
