Data and migration · ASRR Tech
How do you map fields for a CRM migration?
Record source-to-target mapping and required conversions. Resolve ambiguous cases explicitly rather than silently losing information.
A practical example
A status field contains both sales stage and availability notes.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Describe source values.
- Choose target fields.
- Document conversions.
What does success look like?
Another person can reproduce the conversion from the mapping.
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.