"Audit a repair-shop customer export before moving to a new CRM"
"Source","https://bluefinchadvisors.com/blog/audit-a-repair-shop-customer-export-before-moving-to-a-new-crm"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Source field and object","Destination field and object","Identity or association rule","Transformation or exclusion","Actual sample check","Reported mapping status","Verification evidence reference","Authorized review owner","Review task date","Next mapping action","Missing required fields"
"Customer object: account reference","Destination external-account field","Vendor-reviewed unique account rule","Preserve approved text formatting","Compare account and vehicle linkage in test records","Staff reports mapping reviewed","Test-review-17","Administrator-A","2026-10-16","Confirm the documented destination rule before cutover","None"
"Customer object: contact restriction","Destination preference field","Existing customer linkage under review","Map restriction meanings before outreach","Verify preference meaning against the source record","Staff reports mapping reviewed","","Administrator-B","2026-10-17","Find actual preference-mapping evidence","Verification evidence reference"

"Use this worksheet"
"Fictional examples. Use internal reference codes, not customer personal information."
"Filled fields require review against actual business evidence."
"No CRM change, booking or message is sent."
"Reload clears edits. Save exports in approved business storage."

"Sources"
"HubSpot: Import identifiers, mapping and record associations","https://knowledge.hubspot.com/import-and-export/understand-the-import-tool"
"HubSpot: Import summaries and error review","https://knowledge.hubspot.com/import-and-export/troubleshoot-import-errors"
"FTC: Protecting personal information in business","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"
"BlueFinch: Owner dashboard scope","https://bluefinchadvisors.com/toolbox/business-dashboard"