The Complete Data Migration Checklist for Switching Business Software

Bad migrations don't lose data. They corrupt it — wrong dates, duplicated records, mismatched amounts, missing GST codes. Use this checklist to avoid the common mistakes.

Pre-Migration Checklist

Before you export from your current system:

• ☐ Run all outstanding reconciliations — start clean
• ☐ Export a trial balance or summary report as a benchmark
• ☐ Note your chart of accounts structure
• ☐ Count total records by type (customers, invoices, expenses)
• ☐ Back up your current system data
• ☐ Check if your current system exports dates as DD/MM/YYYY or MM/DD/YYYY

During Migration

While importing into XIntelliSync:

• ☐ Import one data type at a time (customers first, then invoices, then expenses)
• ☐ Verify column mapping before confirming each import
• ☐ Preview sample records before bulk import
• ☐ Check for duplicate detection warnings
• ☐ Verify GST codes mapped correctly

Post-Migration Verification

After import completes:

• ☐ Compare total record counts — source vs XIntelliSync
• ☐ Compare total invoice amounts — they must match
• ☐ Run a trial balance and compare to your pre-migration benchmark
• ☐ Check 5-10 random records in detail — amounts, dates, contacts
• ☐ Connect bank feeds and reconcile recent transactions
• ☐ Run a test BAS preparation and compare to your last quarter