Tool Map

What is Data Migration?

Moving all your information from an old tool to a new one, usually once: cleaning it, deciding where each piece goes, testing a small batch, then switching everyone over.

old → cleaned → new · switched

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A data migration is…

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In real work

The data migration from old spreadsheets to Salesforce Nonprofit Cloud took a month: clean the lists, merge duplicates, test 50 donors, then switch.

In the illustration

Drawers ride out of the old cabinet, pass a brush station that pulls out duplicate and torn cards, and slide into the new cabinet; the old cabinet's door swings shut.

Use it in a prompt

Plan the data migration from our old spreadsheets into your workspace: what to clean first, how to test with 50 records, and the day everyone switches.

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