Source Review
Identify the source system, file owner, record types, and known data-quality concerns.
Prepare before you import
Field Mapping
Match names, addresses, statuses, dates, identifiers, and financial fields to the correct destination.
Clean-Up
Resolve duplicate records, inconsistent formatting, and incomplete required fields.
Sample Import
Test a controlled set of records and compare the result with the source.
Correction Plan
Document how errors are reported, corrected, and rechecked.
Exports
Use approved exports for reporting, transition, review, or customer record needs.
Reduce avoidable data problems
- 01Keep an untouched backup of the source files.
- 02Use stable record identifiers when available.
- 03Confirm date, currency, phone, and address formats.
- 04Review required fields before import.
- 05Test with representative records, not only perfect examples.
- 06Record the final import date, source, and validation result.
NEXT //INTEGRATION QUESTIONS
Review the connection before relying on it
Contact ADMS with the system name, business goal, and information that needs to move so availability and setup requirements can be confirmed.