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Switching CRM? Prepare before you import

List the fields, reports and workflows the new CRM must support. Separate day-one needs from optional improvements.

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Map each important field

Agree the cleanup rule and acceptance test before moving data.

  1. Keep
  2. Transform
  3. Archive or drop
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Preserve permissions and consent

Do not treat every old record as permission to market. Carry forward consent status, source and restrictions.

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Test a small import

Compare record counts and sample important fields. Check relationships, duplicate handling and attachments.

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Plan the cutover

Decide when the old system becomes read-only. Name the sign-off owner and document how rollback would work.
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Your first action

Build a field-mapping sheet and a sample test set. Read the full migration guide before a production import.

 Read the full guide