Accounts, contacts, opportunities, owners, activities, agreements, and history form a graph of business relationships. Preserving that graph requires stable identities, explicit mapping, dependency-aware execution, and post-migration relationship checks.
Use durable source identity
Names and display labels can change or collide. Migration should retain stable source identifiers so retries, re-imports, and relationship resolution can refer to the same source record consistently.
Map every relationship type
Document organization-contact links, opportunity-account links, owners, activities, parent-child structures, and relevant custom relationships. Do not assume relationships can be inferred later from names.
Key takeaway: The useful test is whether the process preserves business meaning, ownership, evidence, and the ability to verify what happened. A faster handoff is not enough if those controls disappear.
Execute in dependency order
Parent and referenced records need to exist before dependent records are written. Dependency ordering prevents dangling references and reduces the need for fragile repair passes after the migration.
Reconcile the graph
Post-migration checks should compare expected relationship counts and sample high-value records end to end. The question is not only whether every contact exists, but whether each contact still belongs where it should.
Practical checklist
- Stable source IDs
- Relationship inventory
- Owner mapping
- Dependency graph
- Parent-first execution
- Retry-safe identity
- Relationship reconciliation
See the connected product context
This guide targets a narrow operating problem. The related Infrakinetic capability page shows how that problem connects to the wider product architecture and adjacent workflows.
Explore the related capability