CRM migration planning checklist
CRM Migration Checklist
A practical CRM migration checklist for moving contacts, companies, deals, activities, consent fields, reports, and integrations without carrying old data problems into the new system.
Use it to: Plan CRM cutover, cleanup, field mapping, consent preservation, integration testing, and adoption review before exporting the old system.
Download formats
Migration field-map preview
The CSV field map keeps cleanup decisions visible before import.
| Old field | New field | Required? | Transformation | Tested? |
|---|---|---|---|---|
| Lead source | Original source | Yes | Normalise source names | No |
| Consent/opt-out | Marketing consent | Yes | Preserve exactly | No |
What this resource helps you do
- ✓Moving from spreadsheets, Pipedrive, HubSpot, Zoho, Salesforce, Copper, Nutshell, or Keap
- ✓Cleaning CRM data before import
- ✓Planning a pilot migration before full cutover
What's inside
How to use it
- Complete it before exporting the old CRM.
- Pilot with a small active segment and compare reports before full import.
- Archive stale records unless someone can explain how they will be used after go-live.
Pair it with
Shortlist
CRM Shortlist Worksheet
A free CRM buying worksheet for scoring adoption risk, pipeline fit, reporting, integrations, admin effort, and commercial flexibility.
Markdown checklist
CRM Implementation Checklist
A practical CRM rollout checklist covering ownership, pipeline stages, data migration, integrations, dashboards, adoption, and go-live review.
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Use these guides with the resource when building a shortlist.
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