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MigrationImplementationDraft — pending editorial review

CRM migration checklist for growing teams

How to move systems without losing the data — or the trust — your team runs on.

7 min read · 2026-08-27

Migrations fail in predictable ways: unmapped fields silently dropped, duplicates multiplied, consent records lost, and a go-live weekend nobody can roll back. All four are preventable with process.

Before you move anything

  • Inventory every object and field in the old system, and decide: map, archive, or drop — explicitly.
  • Choose dedupe keys and test them on real exports.
  • Locate consent and suppression data and treat it as first-class. Losing an opt-out list is a compliance incident, not an inconvenience.
  • Agree what 'done' means: record counts, spot checks, and reports that must match.

During the migration

  • Dry-run into a staging environment and review the validation report before touching production.
  • Import in reversible batches with a rollback plan per batch.
  • Freeze or dual-write during cutover so nothing lands only in the old system.
  • Keep the old system read-only and accessible until the agreed retention date.

Want this thinking applied to your workflow?