Migration readiness checklist
Before moving data, agree what a successful first working day will look like. The checklist below turns a broad migration ambition into decisions that can be tested. A fresh test Workspace can support a trial import, while the business team remains responsible for the meaning and quality of migrated records.
Reuse a named-owner migration decision table
Copyable example readiness decision sheet. Preserve the detailed checklist below and add owner,evidence,decision and retest dates to every applicable item.
| Record / decision | Filled example and next owner |
|---|---|
| Data owner / source | List system/version,export rights,record types,stable IDs and source date;exampleSRC-C01 has reviewed customer mapping,stock units still unresolved. |
| Finance / operations acceptance | Finance signs opening100,000;operations signs120 units at locationA. Evidence must link source and trial reports with no unexplained variance. |
| Decision / history / retest | Business owner holds unresolved units;agree archive access,freeze and retest date. Record accepted/blocked decisions and responsible next owner before cutover. |
Use this worksheet to organise your requirements, assign owners and plan the next steps.
Scope and ownership
- Name the source systems and the owner of each data set.
- Identify legal entities, branches, currencies, locations and target workflows.
- Decide which history moves, which stays in an archive and how it will be found.
- Obtain permission to use any sample data in the test environment.
Data and controls
- Clean customers, suppliers, products and user lists; retain a decisions log for duplicates.
- Reconcile opening balances and stock by location with responsible owners.
- Map statuses, units, tax codes, document numbers and external IDs.
- Define user roles, approvals, attachment access and retention rules.
Trial and cutover
- Run one normal and one exception workflow with imported sample records.
- Check totals, links, documents, reports and language display.
- Neutralize outbound mail, payments and webhooks in test data.
- Verify source backups, the trial import, timing, late-change capture and rollback decision points.
Unanswered items should be assigned an owner and date, not silently marked complete. Review your migration readiness.
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