Data Migration – Medara Moses

FP&A SaaS Platform Consolidating Three Systems Into One Source of Truth With Airtable and Migrating 100,000+ Records

Client: (Client name changed for privacy.) Role: Operations and Reporting Specialist Industry: Financial Technology (FinTech) Located: Florida, USA / Toronto, Canada Year: 2022 Team Size: 50-100 Tools: Airtable, ClickUp, Google Sheets, Jira Before I came on-board project 100k, the leadership team had decided to clear up their incomplete operational data as they realized it was […]

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Migrating Large Records or Data Sets with a High Risk of Duplicates

Moving tens of thousands of records, such as contacts, projects, tasks, transactions, or documents, carries a risk of duplication. The stakes here are higher and the margin for error is smaller, so getting it wrong creates problems that could last a long time. Here is how I approach it. I plan before anything is touched.

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Duplicate Records During Migration: Why They Happen and How to Handle Them

Anyone who has ever moved data from one system to another has almost certainly run into duplicate records on the other side, especially when moving from multiple tools that were similar into a single workspace. This could be contact information that appears twice, or projects and tasks created once during a test run and again

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