Data and migration · ASRR Tech
Which history should you move to a new CRM?
Move information explaining active commitments or relevant relationships. Decide separately what belongs only in a reference archive.
A practical example
An old quotation explains commitments on an active project.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Choose active context.
- Separate archives.
- Check retrievability.
What does success look like?
Active work remains understandable without copying unnecessary old data.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Data and migration: the wider process
Migration moves a working process, not just a file. Decide which data is still active and which should remain historical. Define fields and statuses before converting them. Start with a representative sample and have future users review it. Compare record counts and inspect individual records. Agree when changes in the old system stop and who resolves errors. Verify the import options available for your configuration before treating a file as the final handover.