Before cutover
Export and validate property data
Protect future reservation data
Document channel connections
Map cleaning and team workflows
List required integrations and reports
Test the new workflow
Rehearse common scenarios such as a new reservation, date change, cancellation, turnover and reporting cycle before moving the full portfolio.
Use switching criteria
The new PMS should solve the reasons that triggered the migration. Confirm those requirements directly rather than assuming every alternative is a better fit.