Data Conversion Quality Assurance

Check List for:

Done Function
Contacts count matches the source data
Accounts count matches the source data
Contacts generally appear normal from random testing
Accounts (Organizations) generally appear normal from random testing
Converted contact names ok
Converted addresses ok
Converted secondary Contacts & addresses ok
Converted tertiary Contacts & addresses, either as new contacts or along with primary contact
Country Code in phone and Zip Code placement is appropriate for the country
No duplicate records
No blank records
Converted primary phone numbers
Converted secondary phone numbers with labels
Converted Activities (calls, meetings, to-do's)
Keeps Activities linked to contacts
Converted History
Converted Notes
Converted Groups
Converted Email addresses
Converted Links to documents
Converted Sales / Opportunities
Converted email contents - the actual messages
Filters in to Groups ok
Converted User rights
User Defined Fields have original labels
Record Manager is correct
Makes sure all Unique Id's are filled properly
Trims character fields of excess blanks
Retain Record Creator, Date, and Time
Retain Group Creator
Fill in Group Descriptions
DeDuplicate Groups
Make Contacts Public or Private as in Goldmine
Make Activities Public or Private as in Goldmine
Import multiple Web Site URLs
Fill in Country from Phone Area Code
Mobile Phone and Pagers in correct fields
Removes extra 1's and fix dashes in Phone numbers
Phone Extensions in proper case
Special handling for GM User List
Color Activity by Priority Hi=Red, Med=Blue, Low=Black
Check FName and LName for proper Lookup

Issues Found:

Quality Assurance Technician:

Date of Testing:

Status: Failed (Do over again)  Pass (Ok to send to customer)