Working template: Move from a spreadsheet to a CRM and verify the import

Download this file and copy it into a working document. Complete each item or explain why it does not apply. Adapt it to your actual environment and agreement; do not store passwords.

Migration scope / owner / source archive

[ Complete ]

Record types and identity method

[ Complete ]

Field map: source → destination type/field → transformation

[ Complete ]

History and attachments outside the standard import

[ Complete ]

Trial sample and expected relationships

[ Complete ]

Permissions and correction / recovery plan

[ Complete ]

Trial result and source ID → CRM ID

[ Complete ]

Transferred / intentionally archived / open exceptions

[ Complete ]

Transition time and final spreadsheet changes

[ Complete ]

Client and task check by the everyday operator

[ Complete ]

Completion checks

• People, companies, jobs, and tasks have defined destination types.
• Source IDs remain mapped to the resulting CRM IDs.
• A small sample checks fields, relationships, owners, and skipped rows.
• The team knows the transition point and uses one system for everyday work.