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Migration / import

Q17–Q19 · spreadsheets · email · shared drives → structured records

Start import run

150–200

Clients

300–400

Jobs

several k

Files / photos

3 tiers

Migration strategy

Tiered strategy

depth of migration by age — keep the recent fully live, archive the rest cheaply

Tier 1 Last 12–18 months

Full migration: clients, jobs, objects, quotes, documents and photos become first-class, fully editable records.

~120 jobs · highest value · validated on import

Tier 2 Older history

Read-only import: clients & job summaries searchable for reference, but not part of the live workflow.

~200 jobs · light transform · no photos re-linked

Tier 3 Very old / dormant

Archive only: bulk-stored originals (spreadsheet rows + file bundles) kept for compliance, retrievable on request.

remainder · no per-record cleanup

Import run

Source	Maps to	Tier	Rows	Status
clients_master.xlsx	Clients	1	182	Validated
jobs_2025.xlsx	Jobs · Objects · Quotes	1	118	7 need review
jobs_archive_2019-24/	Jobs (read-only)	2	203	Queued
shared-drive /photos	Object photos	1	~2,400	Queued

Real migration tooling + data cleanup is an estimate / Discovery line, not built in the prototype. Volumes and tiers shown here size that work for the rough estimate.