Data Migration

A migration plan built around your data

We review your exports, agree the scope, prepare the data, and validate the result with your team.

How it works

Four clear steps

The migration plan follows the condition, format, and scope of your existing data.

01

Review the source

We identify the systems, exports, records, and history that are in scope.

02

Agree responsibilities

Your team and the QTMS implementation contact confirm access, ownership, validation, and open questions.

03

Prepare and import

Data is cleaned, mapped, and imported according to the agreed scope.

04

Validate and approve

Your team reviews the imported records and resolves exceptions before the cutover plan is confirmed.

Migration workflow

What to Expect

Each phase is reviewed before the next one starts. Timing is confirmed after the source data assessment.

1
Source review

Data export

We confirm which export method is available and what the files contain before any mapping begins.

2
Preparation

Data transformation

Required fields are mapped, formatting issues are resolved, and exceptions remain visible for review.

3
Validation

Import and review

The agreed data is imported into the target environment and checked with your team before cutover.

We've got your back

Clear support through the migration

Contacts, responsibilities, validation points, and support channels are confirmed in the implementation plan.

Migration review

Review the source systems, available exports, and required history before scope is confirmed.

Review the process

Implementation support

Use the confirmed support contact for questions during the agreed implementation window.

Email support

Training materials

Ask which product documentation and training materials apply to your implementation scope.

Contact us

FAQ

Common Migration Questions

Not finding what you're looking for? Contact us and we'll help.

Timing depends on the source systems, export format, data quality, integrations, history, and validation scope. We confirm a plan after reviewing the source data.

Get started

Plan the move before moving the data

Review your source systems and migration scope with a QTMS product specialist.

Built for carriers of every size
SOC 2 assessment in progress