Data migration is a standard process in the IT field, occurring when a company transitions to a new, upgraded computing system or migrates to cloud, incorporates a new business, or expands into a different market.
Think of it like moving into a new house, when you want to ensure everything is transferred safely, intact, and in the right place. Data migration testing helps you ensure data is consistent, transferred in full volume.
In this blog, you’ll learn what data migration testing is, how to perform it the right way, and what test cases for data migration to include for an effective strategy.
What Is Data Migration Testing?
Before getting into all the details, let’s first explore what data migration testing is. The term refers to the process of verifying that data has been accurately and completely transferred from one system (the source system) to another (the target system).
Data migration testing is a series of assessments that ensure no data entered in one system is either lost, corrupted, or mismatched during the migration phase. This testing also ensures that the migrated data functions correctly in the new environment and is compliant with relevant regulations.
A data migration tester makes sure that all your valuable data won’t be lost in translation during the move.
Why Is Data Migration Testing Important?
Data, regardless of its type—whether personnel, product, service, financial, or technical—is the lifeline of any modern business. When migration isn’t done correctly or it’s missing a data migration test, it can more often than not lead to:
- Missing or corrupted data.
- Compliance issues.
- Post-migration operational disruptions in various business segments.
- Customer dissatisfaction.
That’s why it is crucial to design and then execute a data migration test strategy to avoid all the above risks.
What Are The Types of Data Migration?
Depending on the type of data that is being transferred, data migration can present in various forms. The most common of them are:
1. Application Data Migration
In this process, data is being removed from one application environment to another. This often happens during upgrades or app replacements.
2. Database Data Migration
This migration refers to moving data between database systems (e.g., MySQL to PostgreSQL). You encounter this type when transitioning to cloud environments, switching providers, or upgrading databases.
3. Server Data Migration
This data migration form involves removing data or configurations from one server (or servers) to another (or others). This often occurs during hardware upgrades or cloud migrations.
4. Operating System (OS) Migration
When you want to upgrade Operating System versions or switch platforms, such as going from Windows to Linux, for instance, you undergo an OS Migration.
Regardless of the migration type you need to carry out, data migration testing is necessary.
What Data Migration Testing Approach To Follow?
So, what should you look for in a data migration test, and how can you design such an effective strategy?
The key is to develop a structured data migration testing approach that includes the following:
1. Understand the Source and Target Systems
The first and most basic step is to know the source and the target system. To know what you’re dealing with to understand how you’ll proceed.
Gather information about how data is structured in them, the formats used, the volume they can handle and all the relevant business rules.
2. Define the Scope of Testing
What do you want to check? Which data sets? What needs to be verified and measured? Before beginning the migration process, identify the data groups you wish to migrate and the tests you want to run to meet your goals.
3. Create a Test Plan for Data Migration
Once you’ve decided on the data migration test’s scope, the next thing to do is to come up with a strong test plan for data migration.
To make things easier for you, here is what this plan should include:
- The objectives of testing.
- The roles and responsibilities of people who will engage with it.
- The environment setup-its special characteristics as well as its risks or challenges.
- The risk mitigation plans (in case you’ve identified any potential risks).
- The testing tools and timelines. What tools will you choose, and in what time frame do you want to complete your test plan for data migration?
4. Design Test Cases for Data Migration
A complete and effective test plan should include some test cases for data migration.
Here are some examples to help you get going:
- Record count verification: This test case enables you to verify that the number of records matches in both systems—the source and target systems.
- Data mapping validation: This one allows you to confirm that data fields from the source match the expected fields in the target. Otherwise, you won’t be able to extract the reports you need.
- Data integrity checks: This test case for data migration verifies that data relationships (e.g., foreign keys) remain intact during the transition process.
- Data format validation: Finally, data format validation ensures that formats such as dates, currency, and IDs are preserved accurately and consistently.
5. Use Automation Tools
To further enhance your test plan for data migration, leverage data comparison tools and ETL testing platforms, such as Informatica, QuerySurge, or Talend, for increased accuracy and efficiency. They can automate parts of the entire transition process and manage it without you worrying about all the intricacies it entails.
See more about them below.
6. Run the Migration & Validate
You’re almost done with your test plan for data migration. The last but still necessary step is to run some tests to validate and address any discrepancies that may have appeared.
You do these tests once the procedure is complete. But it won’t be fully complete unless you’re done with them.
Different Data Migration Testing Approaches To Consider
Keep in mind that the data migration test approach you choose also has a characteristic of time and frequency, as the migration process itself does.
In this context, you can select one of the following:
- The One-Time Migration
One-time migration refers to a single, large-scale data transfer that is done at once. It is simple to plan and doesn’t need ongoing sync.
- The Intermittent Migration
This approach involves migration that transfers data in batches at scheduled periodical intervals. It’s easier to manage than the one-time process and puts less strain on the systems. Syncing, however, needs special attention.
- The Ongoing Migration
As the name reveals, during ongoing migration, data is continuously synced between the source and target systems. This occurs particularly when real-time data is involved and is transferred from one environment to another. It is a more complex procedure that demands more resources despite being faster.
Which Tools to Use for Data Migration Testing?
As previously mentioned, several automation tools are available that enhance the data migration test process by making it more automated, secure, and effective.
Some of the most trusted and widely used include:
- Talend. This one is ideal for ETL testing and data transformation to better align with your target system.
- Informatica Data Validation. This tool is ideal for enterprise-grade validation and data comparison. So, you won’t get lost in big data transfer.
- QuerySurge. Need automated data testing for data warehouses and migrations? Then go for this one!
- Microsoft SQL Server Data Tools. The ideal tools for a structured query validation with Microsoft’s guarantee.
By using one or more of the above automation tools for your data migration test process, you’re ensuring that the transit will run smoothly.
Some Extra Tips for Successful Data Migration Testing
Want some more insights and helpful tips for a successful migration? Follow the ones below:
- Remove old or unnecessary data. Data you no longer need will only burden the systems and the process itself, consuming more time, energy, and money in the long run. Clear your system thoroughly before running the migration and the testing.
- Save the remaining data. Don’t jeopardise the data that is left. Back it up to have peace of mind in the rare case something goes wrong during the migration phase.
- Start testing early. Don’t wait until the migration is complete to begin testing. The sooner you start running the data migration test, the better results you’ll have.
- Create reusable test cases. This technique will save you time (which equals money in business terms) and provide you with a helping hand in regression testing.
- Include business users. Their input is valuable because it ensures data is functionally accurate.
- Document everything. And keep it for later use. It will assist future audits and troubleshooting, should it be needed. Remember, a detailed record may seem tiring to prepare at the time, but it can save you from double effort later.
- Automate wherever possible. Find the quickest way to the finish line of your data migration testing with automated tools. Whenever there is room for use, make the most of such tools to reduce human error and speed up the process.
Final Thoughts
Data migration testing is a critical part of any digital transformation or system upgrade. However, to be entirely successful, it needs to follow a structured data migration test strategy and incorporate the right tools under the surveillance of experienced data migration testers.
Don’t leave your data migration testing to luck specialized professionals to save your business from costly mistakes and ensure a smooth transition.
Remember that whether you’re migrating a small CRM system or a massive enterprise data warehouse, UniRidge is on your side. Contact us now to schedule a complimentary consultation appointment.
Frequently Asked Questions (FAQs) About Data Migration Testing
Data migration testing is the process of verifying that data has been accurately, completely, and securely transferred from a source system to a target system. It ensures that no data is lost, corrupted, or mismatched, and that the new environment functions properly.
Without testing, data migration can lead to missing or corrupted data, compliance issues, operational disruptions, and customer dissatisfaction. Proper testing minimizes these risks and ensures a smooth transition.
The four common types are:
Application Data Migration – moving data between applications.
Database Data Migration – transferring data between databases (e.g., MySQL to PostgreSQL).
Server Data Migration – moving data/configurations between servers.
Operating System Migration – upgrading or switching OS platforms.
A strong strategy involves:
Understanding source and target systems.
Defining the scope of testing.
Creating a detailed test plan.
Designing test cases (record count, mapping, integrity, format validation).
Using automation tools.
Running validation after migration.
Popular tools include:
Talend (ETL testing and transformation).
Informatica Data Validation (enterprise-grade validation).
QuerySurge (automated warehouse/migration testing).
Microsoft SQL Server Data Tools (structured query validation).
Testing should begin early, even before the actual migration is completed. Early testing helps detect issues sooner, saving time and resources later.
Ideally, a cross-functional team: testers, developers, data engineers, and business users. Business users play a key role in validating data accuracy and usability.
Automation reduces manual errors, speeds up testing, ensures consistency across large data volumes, and enables easier regression testing with reusable scripts.
