Data Migration Best Practices

Data Migration Best Practices

Successful data migration is critical for implementation. Follow these best practices:

  1. Clean your data before migration
    • Remove duplicates
    • Standardize formatting
    • Update outdated information
  2. Use our migration templates
    • Download appropriate templates
    • Map your fields correctly
    • Validate data before import
  3. Test with a sample set
    • Import 10-20 records first
    • Verify accuracy
    • Make adjustments as needed
  4. Schedule migration during off-hours
    • Minimize disruption
    • Allow time for validation
    • Have key personnel available

Our implementation team provides hands-on assistance throughout the migration process.

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