Migration Checklist Builder

Choose the records you need to move, assign an owner and source file for each, then generate mapping, validation, reconciliation and first-day tests. Download the result as a CSV checklist.

How to use it

Select any of the seven record types. Edit its proposed owner and name the source file or system. Generate the seven-column checklist, review each mapping and control-total check, then download the CSV or view its text. This tool prepares a plan; it does not import your data.

This checklist runs in your browser; it does not upload files or import records. Owners shown initially are proposed roles. Assign actual owners, confirm source totals and agree migration mapping and acceptance before execution. The generated list is a plan, not evidence that a migration passed.

Understand the result

Turn your results into a practical migration plan with data owners, priorities and next steps.

If the result affects a purchase decision, compare it with the exact product release, approved package and authoritative quote. Ask for a guided review.

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