Plan your CRM data migration

Migrate what your teams need to sell and support customers day one — typically contacts, companies, open deals and recent activity. Archive or leave behind obsolete fields, test records and deep history that does not change decisions. Mark each object Must migrate, Should migrate, Archive only, or Do not migrate.

List each source field, choose a target field (or explicitly exclude it), note transformations, and set status to Mapped only after you confirm. SoftwareGlimpse can suggest exact name matches; suggestions stay labelled Suggested until you approve them.

Not always. Full history increases complexity, cleaning effort and risk. Prefer current/open records plus a defined historical window when older data is rarely used. Capture history depth per object — All history is not the default assumption.

Decide how duplicates are identified (email, phone, company + name, external ID, or manual) and which record wins. Do not assume the target CRM’s dedupe tools exist unless you have verified that in product documentation.

Ownership often breaks migrations. Map inactive users explicitly — reassign to a manager or selected user, leave unassigned where supported, or keep historical owner only if the target supports it. Do not assume target behaviour.

Map each source stage to a target stage per pipeline. Watch for many-to-one collapses, missing targets, unused target stages and closed-won/lost mismatches. If multiple-pipeline support is unverified, say Target support not verified — not Cannot migrate.

A representative sample import surfaces mapping defects, ownership issues, stage mismatches and data loss before cutover. Sample selection should be structural (teams, stages, custom fields, inactive owners, attachments, edge cases) — not a universal fixed record count.

Reconcile source vs imported counts, required fields, relationships, ownership, pipeline stages, dates, activity, attachments, duplicates and permissions. Record each check as Not tested, Passed, Partial, Failed or Blocked.

An editable sequence around go-live — freeze schema changes, final cleanup, final export, import, validation, user activation and hypercare. Defaults are planning aids, not universal requirements. Include rollback considerations that retain source access and original exports.

No. This tool plans, maps, tracks readiness and exports specifications. Actual movement of data is handled by vendor import tools, partners or your own integration tooling.

Yes. Download a visual PDF report of the plan, or a real Excel workbook (.xlsx) with sheets for summary, sources, objects, field mapping, users, pipelines, cleaning, validation, risks and cutover. Plain-text, checklist and field CSV remain available as extras.

No. Affiliate relationships never change migration complexity, suggested mappings, risks or handoff content.