Process and system owner
Name who owns the business process and who can approve the new system of record.
EDITABLE MIGRATION CHECKLIST
Spreadsheet-to-app migration checklist for a controlled cutover
Track source files, field mappings, data quality, test cases, owners, blockers and approval evidence in one practical workbook—then use Jodoo for the live operating workflow.
Use the workbook to plan and reconcile the move. Use the Jodoo app for the live records, assignments, approvals and dashboards the team works in afterward.
Free for up to five users. No credit card required.
Adapt fields, workflows, and dashboards without code. Explore 1,000+ app templates and use cases
- Editable XLSX workbook
- Source-to-destination mapping
- Cutover and rollback checks
6workbook sheets45practical checks5test-state categories
Workbook previewScopeSourcesField mapExceptionsTestsCutover
Agree on what must be true before the old workbook retires
Record the decision makers before assigning technical tasks.
Users and roles
List submitters, operators, reviewers, managers, administrators and external users.
Source inventory
Record every file, sheet, owner, row count, formula, macro, attachment and downstream dependency.
Cutover criteria
Define acceptable reconciliation, open blockers, user readiness, rollback and approval evidence.
Map every source value to an intentional destination
A blank destination is a decision, not an omission.
Identity
Preserve source keys and define stable app identifiers.
Data types
Normalize dates, numbers, choices, people, files and rich text.
Relationships
Replace copied labels with connected reference and child records.
Exceptions
Assign duplicates, missing relationships and invalid values to an owner and retest outcome.
Use evidence to decide whether the workbook can retire
The checklist should make a blocked cutover as clear as an approved one.
Trial import
Reconcile source, accepted, rejected and created records by batch.
Behavior tests
Run normal, pending, overdue, exception and completed scenarios.
Role and workflow tests
Verify permissions, assigned tasks, return/resubmit and final outcomes.
Cutover review
Record blockers, decision, reviewer, archive, rollback and post-launch owner.
Attach an acceptance result to every cutover decision
A checked box is not enough when the source and destination disagree. Record the measure, result, owner and follow-up so a blocked migration can be corrected without losing context.
| Evidence | What to record | What it prevents |
|---|---|---|
| Batch reconciliation | Source, accepted, rejected and created counts with the import identifier | Missing or duplicated records |
| Data-quality closure | Exception owner, correction, retest date and remaining blocker | Known errors entering production |
| Role acceptance | Scenario, user role, expected access, actual result and sign-off | A technically valid app people cannot safely use |
| Workflow outcome | Task owner, return reason, resubmission and final related-record change | Status changes that do not complete the real job |
| Rollback readiness | Trigger, decision owner, source archive and recovery steps | An irreversible cutover with no accountable response |
EDITABLE XLSX STARTING POINT
Use the workbook to prepare and reconcile the migration
Six sheets guide source inventory, field mapping, data-quality corrections, test scenarios, cutover decisions and post-launch measures.
- Migration scope and owners
- Source-file inventory
- Field-mapping register
- Data-quality exceptions
- Test and reconciliation log
- Cutover approval and rollback
Use the checklist for migration control—not as the new operating system
A workbook is excellent for planning a bounded migration. Move ongoing records, assignments, approvals and management views into the app.
Workbook owns preparation
Inventory, mapping, test evidence, reconciliation and cutover planning.
App owns live operations
Records, permissions, workflow tasks, reminders, exceptions and dashboards after cutover.
Keep evidence linked
Store the final checklist or approved summary with the migration project so decisions remain traceable.
Questions about planning and approving the migration
What is included in the migration checklist?+
It covers scope, owners, source inventory, field mapping, data quality, roles, workflow, trial import, reconciliation, cutover, rollback and post-launch measures.
Is the checklist only for Excel?+
No. Use it for Excel, Google Sheets, CSV exports or mixed spreadsheet sources.
Should I import all historical rows?+
Only when the history supports operations, audit or analysis. Archive the rest and document the retention decision.
How many trial imports should I run?+
Run enough to resolve mapping and quality issues, then complete a final representative import with recorded counts and approvals.
Does the checklist replace workflow testing?+
No. It records the evidence; the actual app must be tested with real forms, permissions, tasks, returns and outcomes.
PREPARE, RECONCILE, THEN CUT OVER
Use the checklist alongside a populated migration workspace
Download the workbook for planning, then inspect Jodoo’s live mappings, exceptions, connected records and approval history.
Open the migration app