Data and migration · ASRR Tech
How do you prepare an Excel file for CRM migration?
Determine which rows represent active relationships or journeys and clarify field meanings. Preserve an unchanged source before cleaning.
A practical example
One spreadsheet contains contact details and several quotations per customer.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Preserve the source.
- Describe row meaning.
- Separate relationships and journeys.
What does success look like?
The sample has a clear meaning for every row and column.
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.