Define the source and destination

Specify where the data comes from, where it goes and which fields or formatting rules must be preserved.

Build quality checks

Required fields.
Formatting rules.
Duplicate handling.
Validation steps.
Error reporting.
Batch size.
Review process.

Protect sensitive data

Grant only the access necessary for the task and consider whether personal, customer or financial information requires additional controls.

Cheap entry with expensive cleanup is not cheap.Quality assurance should be part of the workflow from the beginning.

Test the process before scaling

A small initial batch can expose ambiguous instructions before they affect thousands of records.