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Our team at Human37 has run hundreds of migrations. Everything from a few million events to billions of rows. We can tell you: the fear is almost always bigger than the migration itself. The teams that struggle aren’t the ones with the most data. They’re the ones who skip the planning.
We recently shared our migration playbook in a live session, Navigating Complex Migrations for Success. Human37 cofounder Vincent Crochet and I walked through the technical path, and Amplitude Technical Success Manager Catherine Adeniran shared how the two organizations work together during migration. Here are seven key takeaways to help you succeed in your transition.
This is the most overlooked, yet important, step. Lots of organizations migrate for the sake of migrating. They know they want the latest tool, but they don’t know why. Without a clear problem to solve, they can’t know if they solved it down the road.
Before anything else, answer two questions.
If the honest answer is that your current platform limits your team, or you believe another product is heading in a better direction, migration makes sense. Write those reasons down. It becomes the benchmark you later measure success against.
Migration is more than just moving all your tracking and data from platform A to B. It’s a rare opportunity to clean up shop. Take it.
We run three inventories before starting any migration:
Ask a team how much historical data they want to migrate, and the answer is almost always “all of it.”
But data comes with a cost, and old data incurs technical debt from day one. Instead, we ask customers: what couldn't you do without this historical data? Bring what your business needs for continuity, and be honest about the rest. Whatever you decide to migrate, you want 100% of it. No gaps, no silent data loss.
Catherine offered a practical way to prioritize in the webinar. Look at which dashboards and reports get the most engagement, migrate the data behind those first, and phase in the rest. Start with what drives the day-to-day business.
Don’t turn off your old platform on the 31st and flip on the new one on the 1st.
Instead, run both in parallel for a set window of 30, 60, or 90 days. This does two things. It builds trust in the new numbers, and it gives you something to fall back on.
When your “5” in the old platform shows up as “5.1” in Amplitude, don’t panic. Small variations come from differences in how each platform measures. Your 5.1 isn’t an error; it’s your new baseline.
Governance and documentation aren’t anyone’s favorite subjects, but they’re nonnegotiable. We recommend two habits that pay off every single time.
First, set up role-based access from the start. On migrations with 200+ users, establish clear roles, such as admin, manager, and member, with defined criteria for each. Doing so makes granting access easy and keeps things consistent at scale.
Second, create your onboarding documentation during the migration, not after. As you configure time zones, session settings, currencies, channel groupings, and metric definitions, document each choice. You’re the first one in your new platform; an army of analysts comes next. During our largest migrations, the documentation created early on served as the onboarding path, helping everyone get comfortable quickly.
Going live is a milestone, not the finish line. When migrating customers, we build a support program for the weeks that follow:
Governance is a forever thing. Treat it as an ongoing process. Assign a clear owner to the platform and its processes. Build in a regular check for unexpected events or properties. Platforms without owners decline fast.
We typically split migrations into two simultaneous tracks.
Build your tracking plan first. List your events, the properties on each, and the data type for every value. Get sign-off from both the business and engineering. Configure Amplitude to match, go live, and onboard your dev team.
We recommend tracking live data before you backfill history. That way, any developer deviations from the plan surface early, and you avoid a gap between the two.
Export your history. Since Amplitude natively supports cloud providers, we route this through BigQuery to keep the whole process smooth. Map every source field to your new tracking plan before transforming anything.
Mapping is where you win or lose data quality: handle every edge case, define your deduplication rules, and sort out identity resolution up front. Then, validate in a dev environment before importing the full dataset into production. Don’t push billions of events straight to prod and hope it works, because it won’t.
For a detailed walkthrough of these steps, including a look at our migration tool, Sherpa, check out the session recording.
When it comes to migrating analytics platforms, too many teams become paralyzed by fear and what-ifs. They wait to migrate until the pain of staying put outweighs the imagined pain of moving. But that imagined pain is almost always far worse than the real thing.
Establish your “why” and clean as you go. Bring only the data you need and run in parallel. Treat migration as a journey and establish ownership for the long haul. Doing so will transform your complex migration from a leap of faith into a controlled, measurable project.
That’s what we do every day at Human37. If you’re considering migrating to Amplitude and want to talk it through, reach out. We’re happy to help you scope it.
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