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Worksheet

Migration mapping and reconciliation sheet

One row per field. Columns hold source field, target field, the transformation rule applied, and a record-count and key-total comparison between old and new systems for every batch, giving a checkable trail.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Plan ERP or CRM Data Migration”, www.gullysystem.com/blog/how-to-plan-erp-or-crm-data-migration