CRM data migration checklist
A safe move starts with a data inventory, preview and reconciliation, not an “import everything” click.
We will show this workflow with your store data.
Define the data scope
List product, customer and order fields, external IDs, files and the history that really must be retained.
Preview first
Mapping, skipped rows, ambiguous matches and validation must be visible before a write.
Reconcile invariants
Record counts, amounts, currencies, relations and tenant ownership are checked before and after import.
Migration plan
Take a backup
Keep the source export and checksum before any write into the new system.
Import a small sample
Inspect real records, search, relations and permissions on a few rows.
Define cutover
Choose the final export time, repeated import and the owner of reconciliation.
Honest boundary
SC has importers for defined entities, but the complete migration scope depends on the source format and agreed mapping.
Related resources
How to choose a CRM for an online store
Test a CRM with your own end-to-end workflow: sources, deduplication, permissions, integrations, errors, stock and financial figures.
How to verify order profit
Explainable-profit checklist for payments, refunds, fees, cost, expenses, currencies and drilling from a total to its source.
Want the same in your store?
Leave a request — we will show SC CRM on your own tasks and agree on connecting your store.