Pre-Migration Call 📊

Data Migration Standard Operating Procedure

Objective

This SOP outlines the steps for migrating datasets from one CRM to another, ensuring a clean and efficient transfer of important data.

Key Steps

Step 1: Export Data from CRM 0:30

• Identify the CRM system you are using (e.g., High Level, Podium).
• Locate the export option within the CRM.
• If using Google Sheets, prepare to export as CSV.

Step 2: Clean Up Data 0:52

• Remove unnecessary column headers and fields that are not needed.
• Keep only the fields that contain important details relevant to your work.

Step 3: Filter Out Dead Leads 1:11

• Identify and remove dead leads from your dataset.
• Retain only important prospects that may still have potential.

Step 4: Choose Fields to Export 1:42

• If your CRM allows, select only the necessary fields to export.
• For example, in High Level, choose the columns you deem necessary before exporting.

Step 5: Review Exported File 2:17

• Open the exported CSV file.
• Check for empty fields and remove them if they are not being used.

Step 6: Prepare for Call 3:03

• Send the cleaned CSV file to the relevant team member prior to the scheduled call.
• Ensure that the file is ready for matching with the fields in the new system.

Step 7: Match Fields During Call 3:12

• During the call, match the fields from your CSV with the fields in the new system.
• Discuss any fields that do not match and decide whether to add or keep them.

Step 8: Finalize Data Migration 4:16

• Confirm any changes to fields and ensure that no necessary fields are deleted without prior discussion.

Cautionary Notes

• Do not delete any fields from the new system without consulting the team, as they may be linked to automations and workflows.
• Ensure that all important data is retained before proceeding with the migration.

Tips for Efficiency

• Regularly back up your data before making any changes.
• Schedule the call promptly after sending the CSV to ensure timely migration.
• Keep a checklist of fields that are critical to your operations to streamline the matching process.

Link to Loom

https://loom.com/share/6197d96d32184c1c9bfa3b6512aff111

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