CRM Data Mapping Template: How to Map Fields Between Any Two CRMs

What Is CRM Data Mapping?

Data mapping is the process of defining how data from your source CRM will be structured in your target CRM. It includes mapping objects, fields, relationships, picklist values, and data transformation rules. A comprehensive mapping document is essential for accurate migration.

Mapping Structure

Object Mapping

Map source objects to target objects:

Field Mapping Template

For each mapped object, document field-level mapping:

Relationship Mapping

Document how relationships between objects will be maintained:

• Contact → Account (lookup relationship)
• Opportunity → Contact (lookup relationship)
• Opportunity → Account (lookup relationship)
• Activity → Related Record (polymorphic relationship)

Picklist Value Mapping

Map source picklist values to target picklist values:

Data Transformation Rules

Document rules for data transformation:

• Phone numbers: Remove non-numeric characters, add country code
• Addresses: Split full address into street, city, state, zip
• Dates: Convert from MM/DD/YYYY to YYYY-MM-DD
• Currency: Convert values to base currency
• Text fields: Trim whitespace, fix capitalization

Validation Rules

Document validation requirements:

• Required fields must not be null
• Email fields must match email format
• Phone fields must be valid format
• Picklist values must match allowed values
• Date fields must be valid dates

How AavishkarIT Helps

We create comprehensive data mapping documents as part of every migration project. Our mapping process includes object mapping, field mapping, relationship mapping, picklist mapping, transformation rules, and validation criteria.