Steps for a smooth inventory migration
Moving tools requires careful export and validation. Prepare a plan to map fields, export data cleanly, and test imports before switching fully.
Migration steps:
- Export the old inventory as CSV or JSON
- Review and clean data: uniform naming, categories, and dates
- Map fields to the new tool and import a small sample first
Validation and cleanup:
- Verify photos and attachments migrated or re-link them if necessary
- Check for data truncation or encoding issues
- Run searches in the new system to confirm results match expectations
Fallback and safety:
- Keep the original tool accessible until you confirm the new system works
- Archive a raw export for legal or tax records
A staged migration with careful checks prevents data loss and keeps your inventory usable throughout the transition.