CRM Migration CSV Template
Download a clean CSV structure for contacts, companies, deals, owners, consent, and next actions.
Start with a structured migration file
The template separates contact, company, and deal identifiers while preserving ownership, next actions, source, and consent context.
Columns included
| Object | Key fields |
|---|---|
| Contact | ID, name, email, phone |
| Company | ID, name, domain |
| Deal | ID, name, stage, value, currency, close date |
| Operations | Owner, next action, source, consent, notes |
This is a vendor-neutral planning template. Check the target CRM’s required fields, supported date formats, file limits, associations, and import instructions before uploading.
How to prepare a CRM migration CSV
Download the template and preserve a stable source identifier for every record. Do not treat email address or company name as a permanent key because both can change. Clean the source in a copy, retain the untouched export, and document every transformation.
Map fields before importing
Create a field map that lists source column, target property, data type, allowed values, transformation, owner, and whether the field is required. Normalize dates, countries, phone numbers, currencies, lifecycle stages, owners, and consent values before the production import.
Test relationships and rollback
Import a representative batch containing normal and difficult records. Verify contact-to-company links, deal associations, owners, activities, timestamps, notes, and required fields. Add a unique batch identifier so test records can be isolated and reversed. Reconcile source, rejected, merged, and imported totals by object.
The template is vendor-neutral and intentionally simple. Check the target CRM’s current import format, file-size limits, object order, association keys, and encoding requirements. Treat personal data according to applicable privacy, retention, and security policies.
Frequently asked questions
What columns should a CRM migration file contain?
At minimum include a stable source ID, contact or company identifiers, ownership, status, required contact fields, and any keys needed to preserve relationships.
Should duplicate records be removed before import?
Define duplicate rules and review likely matches before importing. Keep an audit trail because automatic merging can destroy distinct people, companies, or deals.
How do I validate a CRM import?
Reconcile counts, sample field values, verify associations and owners, test permissions and workflows, and confirm that the batch can be isolated or reversed.
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