# CRM Field Mapping Template

**Stable URL:** [/resources/crm-field-mapping-template/](/resources/crm-field-mapping-template/)  
**Primary download:** [Excel mapping workbook](/resources/crm-field-mapping-template.xlsx)  
**Secondary:** [PDF guide](/resources/crm-field-mapping-template.pdf)

Map source CRM data to your target system, define transformations and ownership, and identify migration gaps **before** data moves.

This is **not** a CRM evaluation checklist. Pass / Partial / Fail belongs on the [Migration Checklist](/resources/crm-migration-checklist/) and evaluation artifacts. This workbook is a **field mapping matrix** — source → target objects/fields, mapping types, transforms, picklists, lookups, validation, and readiness.

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## How this fits the journey

1. [Requirements Builder](/tools/crm-requirements-builder/) — confirm what the target must hold  
2. [Data Migration Template](/resources/crm-data-migration-template/) — objects, volumes, load order  
3. **Field Mapping Template (this resource)** — field-level rules  
4. [Migration Checklist](/resources/crm-migration-checklist/) — pilot, freeze, cutover  
5. [Go-Live Checklist](/resources/crm-go-live-checklist/) — launch gates  

Companion guides: [Field mapping](/guides/crm-field-mapping/), [Data migration](/guides/crm-data-migration/), [Implementation](/guides/crm-implementation/), [Vendor migration](/guides/crm-vendor-migration/).

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## Core model

### Object mapping

Source object → target object · migrate yes/no · volume · owner · status  

### Field mapping matrix (primary)

Source field + type + example → Target field + type · **Mapping type** · transformation · required · owners · status  

Mapping types: Direct · Rename · Transform · Concatenate · Split · Lookup · Calculated · Default value · Value mapping · Do not migrate · Archive · New target field · Manual remediation  

### Value / picklist maps

Source value → target value · action · approval · unknown-value handling  

### Validation & readiness

Dashboard counts derive readiness:

- **BLOCKED** — required target fields unmapped  
- **NOT READY** — gaps or open blockers  
- **TEST READY** — required covered; validation incomplete  
- **PRODUCTION READY** — required covered, tests pass, blockers closed  

Do not invent decorative readiness percentages.

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## Excel sheets (primary)

| Sheet | Purpose |
| --- | --- |
| 01_README | Instructions & definitions |
| 02_PROJECT | Source/target CRM, owners, dates |
| 03_OBJECT_MAP | Object-level scope |
| 04_FIELD_MAP | Primary field matrix |
| 05_VALUE_MAPS | Picklist / value maps |
| 06_TRANSFORMATIONS | Rule IDs & examples |
| 07_LOOKUPS | Reference resolution |
| 08_VALIDATION | Sample tests |
| 09_ISSUES_DECISIONS | Decisions & issues |
| 10_DASHBOARD | Counts + readiness |

EXAMPLE rows (e.g. Pipedrive → HubSpot) are **illustrative teaching only** — replace with your schema.

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## PDF (secondary)

Eight-page workshop / sign-off guide: setup → how to use → objects → field matrix → value maps → transforms → validation → decisions & sign-off.