Worksheet

Migration scope grid

One sheet, one row per record type. Rows cover customers, open invoices, paid invoices, stock and payroll, while columns read keep in new system, archive, delete after, retention period, who confirmed and date. A footer names the archive format. It also names who can search.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How much history to migrate and how much to archive”, www.gullysystem.com/blog/how-much-history-to-migrate-and-how-much-to-archive