BUSINESS DATA MIGRATION PLANNING WORKSHEET
BringPak | 15 October 2026 | https://www.bringpak.com

Use with any provider. Edit locally; this worksheet submits no information.
Start with synthetic samples. Share real exports only through an agreed route.

1. SOURCE AND DESTINATION
Source systems; export access; destination:
Record types and approximate counts:
What does one source row represent?
Relationships, notes and attachments that must survive:
Records excluded; retention/archive owner:

2. FIELD MAP (copy per source column)
Source column; meaning; source reference:
Destination object and field:
Format; required/optional; blank versus zero:
Date interpretation; timezone where relevant:
Transformation; unsupported values; business reviewer:

3. MATCH AND DUPLICATE RULES
What identifies an existing contact, company or enquiry?
Create / update identified record / review ambiguous match:
Shared phone or email exceptions:
Conflicting values; approved source of truth:
How separate enquiry history stays separate:
What happens when the same import is run twice:

4. TRIAL RECONCILIATION
Source rows = accepted rows + rejected/unprocessed rows (explain exceptions).
Representative records checked; dates; statuses; relationships; documents:
Destination object counts; merges and splits explained separately:
Each exception: source reference / reason / decision / owner / next check.
Reviewer; sign-off; unresolved issues:

5. LIVE SWITCH AND RECOVERY
System staff should edit during transition:
Editing pause or final-change import:
Backup owner; recovery method; recovery window:
Who authorises go/no-go and rollback:
How later changes would be reconciled after rollback:
Staff training; exports; access removal; handover:
Setup and cleanup costs; provider access charges; support exclusions:

Planning aid, not proof that a source file is clean or every record migrated.
Guide: https://www.bringpak.com/services/business-data-migration