1. Establish the starting point.
Identify data owners, access, exports and restore options. Record the source snapshot and which records are in scope.
Process
Rehearse the move before changing the working system.
The plan should say what is moving, how success is checked and when the team should stop.
2. Approve the mapping and exceptions.
Review fields, identifiers, relationships and transformation rules with the responsible owner. Define what happens to missing or contradictory information.
3. Rehearse on a controlled copy.
Run the repeatable import without overwriting the only working records. Review the exception report and correct the rules before trying again.
4. Reconcile the destination.
Compare counts and important totals, then inspect relationships and representative records. Ask staff to complete the tasks that depend on the moved data.
5. Switch under agreed conditions.
Account for changes since the rehearsal, record the final result and keep the old source available as agreed. Document any recovery limits once users start changing destination records.