CRM DATA MIGRATION CHECKLIST

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--- PLANNING & SCOPE DEFINITION ---
[ ] Project Goals & Objectives
[ ] Estimated Data Volume (Records)
[ ] Source CRM System (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho CRM, Other)
[ ] Target CRM System (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho CRM, Other)
[ ] Project Start Date
[ ] Estimated Completion Date
[ ] Data to be Migrated (Select all that apply) (Accounts, Contacts, Leads, Opportunities, Custom Objects)

--- DATA SOURCE ASSESSMENT ---
[ ] Describe all Data Sources to be Migrated
[ ] Estimated Total Records in Source System
[ ] Data Source Type (e.g., CSV, Database, API) (CSV, Database (SQL), API, Other)
[ ] Data Quality Concerns Identified (Duplicate Records, Missing Data, Incorrect Formatting, Inconsistent Data, No Concerns)
[ ] Sample Data Extract (for analysis)
[ ] Describe any known data integrity issues

--- DATA CLEANSING & TRANSFORMATION ---
[ ] Describe Data Quality Issues Identified
[ ] Number of Duplicate Records Found
[ ] Duplicate Resolution Method (Merge Records, Delete Records, Flag for Review)
[ ] Describe Data Transformation Rules Applied
[ ] Data Standardization Applied (Select all that apply) (Address Standardization, Phone Number Formatting, Name Standardization, Email Standardization)
[ ] Percentage of Records Cleaned

--- DATA MAPPING & FIELD ALIGNMENT ---
[ ] Source System Field Type (Text, Number, Date, Boolean, Currency, Lookup)
[ ] Target CRM Field Type (Text, Number, Date, Boolean, Currency, Lookup)
[ ] Source Field Name
[ ] Target CRM Field Name
[ ] Data Transformation Logic (if any)
[ ] Field Length/Precision (if applicable)
[ ] Data Validation Rule (None, Required, Format Validation, Range Validation)
[ ] Default Value (if applicable)

--- ETL TOOL CONFIGURATION (IF APPLICABLE) ---
[ ] ETL Tool Selected (Informatica, Talend, MuleSoft, Custom Scripting, Other)
[ ] Connection String Details
[ ] Batch Size
[ ] Start Date/Time of Initial Load
[ ] Transformation Logic Notes
[ ] Error Handling Procedures (Logging, Alerting, Re-processing, Data Quarantining)

--- TESTING & VALIDATION (PHASE 1: UNIT) ---
[ ] Number of Records Tested
[ ] Data Type Verification Status (e.g., Number, Date, Text) (Pass, Fail, N/A)
[ ] Mandatory Field Validation (Pass, Fail, N/A)
[ ] Detailed Notes on Errors Encountered (if any)
[ ] Special Character Handling Test (Pass, Fail, N/A)
[ ] Error Count

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Tester Signature
[ ] Test Date
[ ] Number of Records Tested
[ ] Overall Data Accuracy (Excellent, Good, Fair, Poor)
[ ] Specific Issues Encountered (if any)
[ ] Data Completeness (Complete, Mostly Complete, Partially Complete, Incomplete)
[ ] Functional Areas Tested (Sales, Marketing, Service, Reporting)
[ ] Recommendations for Improvement

--- DATA SECURITY & COMPLIANCE ---
[ ] Data Encryption in Transit (Yes - TLS/SSL, No, N/A)
[ ] Data Encryption at Rest (Yes, No, N/A)
[ ] Applicable Compliance Regulations (select all that apply) (GDPR, CCPA, HIPAA, PCI DSS, Other (specify in LONG_TEXT))
[ ] If 'Other' selected above, please specify:
[ ] Last Data Security & Privacy Audit Date
[ ] Number of Records Containing PII/PHI
[ ] Security Officer Signature

--- CUTOVER PLANNING & EXECUTION ---
[ ] Planned Cutover Date
[ ] Planned Cutover Start Time
[ ] Detailed Cutover Procedure Steps
[ ] Estimated Downtime (in minutes)
[ ] Systems to be taken offline during cutover (CRM Source, CRM Target, Other Applications)
[ ] Rollback Strategy (Full Rollback, Partial Rollback, No Rollback (Monitor Closely))
[ ] Cutover Checklist (PDF)

--- POST-MIGRATION VALIDATION & MONITORING ---
[ ] Migration Completion Date
[ ] Total Records Migrated
[ ] Records Failed to Migrate
[ ] Summary of Failed Records & Resolution Steps
[ ] Data Integrity Check Result (Pass, Fail, Partial)
[ ] Next Scheduled Data Quality Check Date
[ ] User Feedback Summary (Post Migration)

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