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Data migration checklist for ERP and CRM projects

Bad data is the most common reason projects slip. Spend time on it early and go-live is much calmer.

Before migration

  • List every source: spreadsheets, old software, email lists
  • Decide what to bring and what to archive
  • Remove duplicates and fix obvious errors
  • Agree field mapping with your partner in writing

During migration

  • Run a trial import first and review it
  • Check counts and totals against the source
  • Have the business owners sign off each data set

After migration

  • Reconcile opening balances and stock
  • Freeze the old system for changes on go-live day
  • Keep the old data safe and read-only for reference

Ready to shortlist partners?

Compare technology companies on SARVO and send your requirement to the ones that fit.

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Frequently asked questions

Who is responsible for data quality?

You own the data; the partner helps move and check it. Assign someone on your side.

Should I migrate everything?

Usually no. Bring active records and recent history, and archive the rest.

How do I find a partner with migration experience?

Ask for similar projects and compare partners on SARVO.

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