How to complete the Pre Test Migration Checklist

 

Your Migration Workbook contains a Pre Test Migration Checklist. This Checklist must be completed on the day that our Alto team take a copy of your data to test the migration process. The Pre Test Migration Checklist asks you to review your existing CRM and record: 

  • Number of Properties
  • Number of Applicants
  • Number of Contacts, and 
  • A check of diary appointments

The completed checklist will be used by our Quality Assurance team to review the accuracy of the data imported and to identify any incorrect or missing data that needs to be resolved before further data checks. 

Once your have completed your Pre Test Migration Checklist, notify your Onboarding Coordinator. 

 

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