Checkliste
Data Migration Checklist
Step by step to a clean migration
What to expect
🛠️
Data inventory and quality assessment
🔒
Cleanup before the migration
📊
Mapping and transformation rules
🔍
Test migration and validation
Table of Contents
- 1 Preparation: inventory & assessment
- 2 Cleanup: duplicates & formats
- 3 Test migration: validate samples
- 4 Full migration: go-live
Who is this guide for?
Ideal for
- IT administrators before data migration
- CRM project managers in the planning phase
- Data owners with cleanup tasks
- External advisors and implementation partners
Key Takeaways
- Identify all data sources BEFORE migration
- Clean up data quality, do not carry it along
- Always run a test migration with samples
- A mapping table as central documentation
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