Data and migration · ASRR Tech
How do you convert legacy CRM statuses?
Map statuses by meaning rather than name. Check whether old categories combine situations that need separating in the new process.
A practical example
In progress includes both uncalled enquiries and quotations already sent.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Describe old meanings.
- Choose new stages.
- Review ambiguous records.
What does success look like?
The new status tells employees what actually happened.
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.