A CRM migration checklist should prove what data will move, how relationships and ownership will be preserved, which records will be excluded, how totals will be reconciled and who will accept the final result.
Best for: CRM owners, implementation managers and operations teams preparing to replace or consolidate systems.
Inventory every source
List CRMs, spreadsheets, shared inboxes, order systems and local files that contain relevant history. Record the owner, access method, format, approximate volume, date range and known quality concerns.
Define the migration scope
Decide which records, fields, activities, files and relationships are required in the new system. Separate legal or archival retention from information users need in the active CRM.
Map fields and relationships
Create an approved mapping from each source field to the target record and field. Include owner, status, dates, source and parent-child relationships. Record transformations and values that cannot be mapped reliably.
Resolve data-quality decisions
Agree how duplicates, invalid contact details, missing owners, inconsistent stages and conflicting values will be handled. Keep a decision log so the final result can be explained.
Run and review a test migration
Use a representative sample that includes clean and difficult records. Review totals, relationships, ownership, permissions, dates, files and user workflows before approving the final run.
Reconcile the final migration
Compare source and target counts by record type, status and owner. Record exclusions and exceptions. Obtain written acceptance from the relevant data and business owners.
Next step
Turn the planning work into a clear project brief.
Share the business problem, current systems, affected teams and desired result. The initial review will identify fit, priorities and the most practical next step.
Request a scope review