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Premier brings your CRM and operations into one workspace
Premier
Migration Guide

Moving to Premier without disruption.

A structured way to migrate customers, projects and operational data into Premier.

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Completely available. Guided evaluation.

In this guide
Chapter 01

Decide what actually moves

Most migrations fail from over-scoping. Move the data you will use in the next twelve months: active customers, open opportunities, live projects and current documents. Everything else can stay in an export you keep for reference.

  • 01Active customers and contacts
  • 02Open opportunities and live projects
  • 03Documents attached to current work
  • 04Archive the rest as a dated CSV and file set
Chapter 02

Clean before you import

Cleaning is far easier in a spreadsheet than in a live system. Deduplicate, fix owner names, standardize picklist values and drop columns nobody has read in a year.

  • 01Remove duplicates and merge partial records
  • 02Standardize country, industry and stage values
  • 03Confirm every record has a valid owner
Chapter 03

Map fields deliberately

Build a mapping sheet: source column, Premier field, transformation, and what to do when the value is empty. This document is what makes a re-run possible if the first import isn't right.

  • 01One row per source column
  • 02Note required fields and defaults
  • 03Decide on a date format up front
Chapter 04

Run a pilot import

Import fifty representative records first and check them in the interface, not in the import summary. Look at a record with unusual characters, one with a missing owner and one with a long history.

  • 01Import a sample, review, then delete and re-run
  • 02Verify relationships: contact to company to deal
  • 03Check custom fields and dates landed correctly
Chapter 05

Cut over with a freeze

Pick a cut-over window, freeze edits in the old system, run the final import and verify counts against the source before reopening. A short freeze prevents the split-brain problem of two systems being edited at once.

  • 01Announce the freeze window in advance
  • 02Final export, import, then reconcile record counts
  • 03Make the old system read-only
Chapter 06

Support the first two weeks

Adoption is decided in the first fortnight. Name an internal owner, run a short walkthrough per team, and hold a fifteen-minute daily check for the first week to catch confusion before it becomes a workaround.

  • 01One internal owner for questions
  • 02Team-specific walkthroughs, not a generic demo
  • 03Daily check-in for week one, weekly for month one
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