Migration vendor checklist
Nine checks to run on any migration vendor.
They take about ten minutes and work on any vendor, including us. Run each check on a sample of your own data, and go by what you see in your own workspace.
The checks
What to run, and what good looks like.
- 01
Can I undo the full migration myself, and see what will be removed first?
How to run it
Run a sample, then look for the undo. Ask how a full migration is reverted.
What good looks like
An undo you run yourself, with a preview, for a full run as well as a sample.
DataGrine
Roll back one run or the whole migration, with a preview of what will be removed.
- 02
Open one migrated ticket with a private note, an attachment and an inline image.
How to run it
Pick the same ticket in each vendor’s sample.
What good looks like
Every reply in order, the note still private, the files present, the right author.
DataGrine
Check it in your Sample migration, in your own workspace.
- 03
Ask for the list of records that didn’t arrive, and why.
How to run it
After the sample, ask each vendor for it.
What good looks like
Record by record, with a reason per record.
DataGrine
Every run has a Reconciliation report that accounts for every record in scope and lists what didn’t arrive and why (Vendor limit, Setup gap or Not carried).
- 04
Check one custom dropdown field, value by value.
How to run it
Pick a field with five or more values.
What good looks like
Values mapped in writing before the move, and shown afterwards.
DataGrine
Every field and value mapped in writing for your sign-off.
- 05
Is a delta at cut-over included, and on which plan?
How to run it
Read their pricing page.
What good looks like
The delta is included in the price.
DataGrine
Included in every migration.
- 06
Does the knowledge base come across with its structure?
How to run it
Migrate a category with folders and articles.
What good looks like
Categories and folders land as the target’s structure.
DataGrine
Categories, folders and articles move with the rest.
- 07
Re-run only the failed records. Do you get duplicates?
How to run it
Re-run the sample.
What good looks like
Nothing is written twice.
DataGrine
The full run skips what was already moved.
- 08
Where will our data be hosted, and by whom?
How to run it
Ask the vendor to name the provider and the region in writing.
What good looks like
A named provider and region, with the transfer terms in the data processing agreement.
DataGrine
In India, named in our data processing agreement, with the transfer covered by standard contractual clauses.
- 09
What does it cost for our volume?
How to run it
Price your real record count.
What good looks like
You get a price before anything moves.
DataGrine
Free Sample, then priced per record, fixed before anything moves.
Comparisons that name a vendor, with sources: DataGrine vs Help Desk Migration · Intercom’s Zendesk importer. How we handle your data: the security pack. Preparing your own helpdesks instead? Use the Zendesk to Intercom migration checklist or the helpdesk migration checklist.