Trainual Migration: Move People Data Without Losing Trust

List SOPs, role charts, training assignments, and completion records. Map required fields and owners. Never invent list prices here — confirm seats, hubs, and quote terms on /pricing/trainual/. Worked example: Northline Ops (growing managers documenting tribal knowledge) discovers duplicate employee IDs in the spreadsheet before the first import — and fixes identity before volume.

Import one site, one role, or one team. Run assign one role path, complete a playbook, and check completion evidence with a sceptic manager on the pilot set. Worked example: Northline Ops (growing managers documenting tribal knowledge) will not schedule a cutover until the pilot can a new hire finishes one assigned path and a manager can see evidence without an admin screenshot.

Run old and new in parallel for a week. Spot-check records sceptic users care about, then freeze the legacy source. Worked example: Northline Ops (growing managers documenting tribal knowledge) keeps the old export for payroll or offers until Trainual matches for seven consecutive days.

List users, historical records, templates, and integrations that must survive migration. Mark nice-to-have exports you can leave behind.

Worked example: Growing companies (roughly 25–1000 employees) documenting SOPs and role training migrates active records only and archives the rest as read-only exports.

Keep the old system read-only until Trainual passes non-admin proof. Name a rollback owner and maximum parallel window.

Worked example: Growing companies (roughly 25–1000 employees) documenting SOPs and role training caps parallel run at two weeks with daily checkpoint notes.

Reconcile user counts, role permissions, and a sample of migrated records. Research lists Slack, Google Workspace, and Zapier for Trainual. Confirm which are native vs API before go-live.

List users, historical records, templates, and integrations that must survive migration. Mark nice-to-have exports you can leave behind.

Worked example: Growing companies (roughly 25–1000 employees) documenting SOPs and role training migrates active records only and archives the rest as read-only exports.

Keep the old system read-only until Trainual passes non-admin proof. Name a rollback owner and maximum parallel window.

Worked example: Growing companies (roughly 25–1000 employees) documenting SOPs and role training caps parallel run at two weeks with daily checkpoint notes.

Reconcile user counts, role permissions, and a sample of migrated records. Research lists Slack, Google Workspace, and Zapier for Trainual. Confirm which are native vs API before go-live.

List users, historical records, templates, and integrations that must survive migration. Mark nice-to-have exports you can leave behind.

Worked example: Growing companies (roughly 25–1000 employees) documenting SOPs and role training migrates active records only and archives the rest as read-only exports.

Keep the old system read-only until Trainual passes non-admin proof. Name a rollback owner and maximum parallel window.

Worked example: Growing companies (roughly 25–1000 employees) documenting SOPs and role training caps parallel run at two weeks with daily checkpoint notes.

Reconcile user counts, role permissions, and a sample of migrated records. Research lists Slack, Google Workspace, and Zapier for Trainual. Confirm which are native vs API before go-live.

Confirm the qualifying plan, non-admin proof, and integration owners in writing. Store quotes next to /pricing/trainual/ and the evaluation scorecard so finance can audit the same assumptions at renewal.

Name the job, the qualifying Trainual configuration, and what you are not buying yet. If stakeholders cannot explain why an alternative lost, the trial was not fair.