Data Conversion Quality Assurance

Check List for:

# Done Function
1 Contacts (People) count matches the source data
2 Accounts (Companies, Organizations, and Associations) count matches the source data
3 Contacts generally appear normal from random testing
4 Accounts (Organizations) generally appear normal from random testing
5 Contact names converted ok
6 Addresses converted ok
7 Secondary Contacts & addresses ok
8 Tertiary Contacts & addresses, either as new contacts or along with primary contact
9 Country Code in phone and Zip Code placement is appropriate for the country
10 No duplicate records
11 No blank records
12 Phone numbers converted
13 Secondary phone numbers with labels

Activities (calls, meetings, to-do's)

15 Activities properly linked to contacts

History (accomplished Activities) converted

17 Notes converted
18 Groups ok
19 Email addresses
20 Links to documents and attachments
21 Sales / Opportunities
22 Email contents - the actual messages
23 Filters in to Groups ok
24 User rights converted
25 User Defined Fields have original labels
26 Record Manager is correct
27 Makes sure all Unique Id's are filled properly
28 Trims character fields of excess blanks
29 Retain Record Creator, Date, and Time
30 Retain Group Creator
31 Fill in Group Descriptions
32 DeDuplicate Groups
33 Make Contacts Public or Private as in the source CRM
34 Make Activities Public or Private as in the source CRM
35 Import multiple Web Site URLs
36 Fill in Country from Phone Area Code
37 Mobile Phone and Pagers in correct fields
38 Removes extra 1's for USA and fix dashes in Phone numbers
39 Phone Extensions in proper case and place
40 Special handling for GM User List
41 Color Activity by Priority Hi=Red, Med=Blue, Low=Black
42 Check FName and LName for proper Lookup
43 For Microsoft CRM, emphasize History tab
44 Normal number of Tasks for in-house Users
45 Contact Manager ID is converted and available
46 New User record created

Issues Found:

Quality Assurance Technician:

Date of Testing:

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