Review source quality.
Inspect formats, required values, identifiers and relationships. Describe quality problems before deciding whether they should be corrected, excluded or reviewed by an owner.
Services
Make the move a checked process.
Choose a scope around the records and relationships the business needs to keep using.
Map and transform fields.
Document source and destination fields, permitted values and transformation rules. Keep identifiers stable where needed and preserve a way to trace a moved record back to its source.
Review duplicates.
Agree matching rules and preview possible merges. Similar names or shared email addresses do not always describe the same entity. Ambiguous records need a decision rather than a silent guess.
Rehearse and reconcile.
Run a controlled import and compare expected counts, totals, relationships and representative records. Keep rejected and transformed records in a reviewable report.
Plan the switch.
Agree a change window, the treatment of new source records, rollback limits and ownership after the move. Retirement of the old system is a separate decision after verification.
Discuss your source and destination. If the destination is a new operational tool, see spreadsheet-to-app development.