The step-by-step roadmap to migrating safety records without corrupting your data or failing your audit.
Migrating "dirty" data to a new system doesn't fix the problem. It just moves it to a more expensive platform.
Paying license fees for staff who left 3 years ago because your old system never archived them properly.
"J. Smith" vs "John Smith" splits training records, making it impossible to prove compliance during an audit.
Missing historical transcripts when the inspector asks, because the new LMS couldn't import your legacy formats.
Follow these 4 steps to ensure a clean transfer.
Demand a Flat File CSV export from your current vendor. Never accept PDFs or proprietary backup files, they typically are unusable for migration.
Map every record by Employee ID (or Payroll ID), never by Name. Names change; IDs are the only source of truth.
Ensure you have the editable source files (.story, .rise, .ppt) for your custom training content, not just the published SCORM packages.
Purge data older than 5-7 years (depending on legislation). Don't pay to migrate records you are legally allowed to archive.
Are you actually ready to switch? Check all that apply.
Don't risk your data. We scrub, map, and prepare your safety records for a flawless import.