# Data Migration Plan Template, Free Source: https://nerix.ai/templates/data-migration-plan Plan a move of data between systems: scope, mapping, tests, cutover, rollback and checks. Before you send it If the data holds personal information, rules on where it may be stored and moved can apply. Check them for the countries involved before you copy it anywhere. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/data-migration-plan) ### Data migration plan **Migration:** Customer records move to the new CRM **Owner:** Hamza Idrissi **From:** Old CRM (on-premise database) **To:** New cloud CRM **Planned cutover:** 18 October 2030 ## 1. Scope Moves: 48,000 customers, 120,000 orders from the last 7 years, notes and files. Does not move: closed accounts older than 7 years, test records. ## 2. Field mapping | Source field | Target field | Rule | | cust_name | Account name | Join first and last name | | cust_tel | Phone | Convert to international format | | status | Stage | Active to Customer, Lead to Prospect | ## 3. Cleaning Merge records with the same email. Remove records with no name and no order. Fix phone numbers. The business owner approves the list of merged records. ## 4. Approach Export to files, transform with a script, load with the target's import tool. Two full trial runs, then the final run. ## 5. Trial runs Trial 1 on 22 September: find mapping errors. Trial 2 on 6 October: time the run and check counts. ## 6. Cutover 1. Friday 18:00 freeze the old system 2. Final export and load 3. Run checks 4. Switch users and integrations 5. Open on Monday 08:00 ## 7. Checks after the load Record counts match the source Totals of order value match to the cent 50 random records compared by hand Key users confirm their own accounts ## 8. Rollback If checks fail by Sunday 20:00, reopen the old system, which stays untouched for 30 days. ## 9. Security and privacy Export files are encrypted and kept on one approved server, deleted 7 days after sign-off. ## 10. Sign-off The migration is accepted when the checks pass. Sign-off by: Maria Costa, business owner of the customer data . ______________________ Date: ____________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. IT and projects ## What this template is for A data migration plan for moving data between systems. Cover scope, mapping, cleaning, test runs, cutover, rollback, checks and sign-off. Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all IT and projects templates](https://nerix.ai/templates/it-projects) IT and projects ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### Migration name For example: Customer records move to the new CRM - ### Migration owner For example: Hamza Idrissi - ### Source system For example: Old CRM (on-premise database) - ### Target system For example: New cloud CRM - ### Planned cutover date For example: 18 October 2030 - ### What moves and what does not For example: Moves: 48,000 customers, 120,000 orders from the last 7 years, notes and files. Does not move: closed accounts older than 7 years, test records. - ### Field mapping One row for each field. For example: cust_name | Account name | Join first and last name cust_tel | Phone | Convert to international format status | Stage | Active to Customer, Lead to Prospect - ### Cleaning and duplicates For example: Merge records with the same email. Remove records with no name and no order. Fix phone numbers. The business owner approves the list of merged records. - ### Approach and tools For example: Export to files, transform with a script, load with the target's import tool. Two full trial runs, then the final run. - ### Trial runs For example: Trial 1 on 22 September: find mapping errors. Trial 2 on 6 October: time the run and check counts. - ### Cutover steps For example: 1. Friday 18:00 freeze the old system 2. Final export and load 3. Run checks 4. Switch users and integrations 5. Open on Monday 08:00 - ### Checks after the load For example: Record counts match the source Totals of order value match to the cent 50 random records compared by hand Key users confirm their own accounts - ### Rollback plan For example: If checks fail by Sunday 20:00, reopen the old system, which stays untouched for 30 days. - ### Security and privacy (optional) optional For example: Export files are encrypted and kept on one approved server, deleted 7 days after sign-off. - ### Who signs off For example: Maria Costa, business owner of the customer data IT and projects ## What is inside The parts of this document, in order. - 1 1. Scope - 2 2. Field mapping - 3 3. Cleaning - 4 4. Approach - 5 5. Trial runs - 6 6. Cutover - 7 7. Checks after the load - 8 8. Rollback - 9 9. Security and privacy - 10 10. Sign-off Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=data-migration-plan) ### Was this template helpful? IT and projects ## Questions people ask ### What details does this template ask for? The form asks for 15 details, starting with Migration name, Migration owner, Source system, Target system, Planned cutover date. 1 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? If the data holds personal information, rules on where it may be stored and moved can apply. Check them for the countries involved before you copy it anywhere. ### Are these IT and project templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Does a security policy make us secure? No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year. ### Is a project charter only for large projects? No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later. 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