This source-to-target mapping template helps migration teams capture source fields, target fields, transformation rules, validation checks, owners and sign-off status before ERP, CRM or finance-system test loads.
This source-to-target mapping template helps migration teams capture source fields, target fields, transformation rules, validation checks, owners and sign-off status before ERP, CRM or finance-system test loads.
Free resource
Use this template as the working migration map between old systems and your target ERP, CRM, finance platform or reporting model. A good source-to-target map captures business decisions, transformation rules, default values, validation checks and the owner who can sign each rule off.
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Download Excel workbook| Source system | Source field | Target object | Target field | Rule or default | Validation | Owner | Status |
|---|---|---|---|---|---|---|---|
| Legacy ERP | Customer status | Customer | Account status | Map A/P/I to Active/Prospect/Inactive | No blank status; inactive records reviewed | Sales Ops | Draft |
| Finance | Nominal code | Ledger | Account code | Use new chart of accounts | Trial balance reconciles | Finance | Draft |
| CRM | Lead source | Opportunity | Source campaign | Map free text to controlled list | No unmapped source values | Sales | Needs decision |
Start with the high-risk entities: customers, suppliers, products, finance codes, open transactions and status fields. Do not attempt to map every field in the first pass. Map the fields that affect reporting, finance reconciliation, operational handoffs and user adoption first. Link unresolved rules back to your ERP data migration checklist and data-quality backlog.
These resources are based on practical ERP migration, data-readiness and reporting-reconciliation controls: named owners, source inventories, issue registers, source-to-target maps, validation evidence and sign-off before leadership relies on the numbers.