Short answer: A safe BSC data migration starts by preserving the source files, mapping customers and facilities, deduplicating durable cabinet records, attaching historical certificates to the right cabinet and visit, and reviewing next due dates before reminders are enabled. Missing serial numbers, readings, results, dates, or accreditation details should remain explicit gaps for human review. The import should never infer a passing result or fabricate traceability merely to make every destination field look complete.
Inventory every source before transforming it
Collect spreadsheets, PDFs, document folders, instrument lists, and renewal calendars. Record the source owner, date range, naming convention, and known limitations. Keep read-only originals so every imported value can be traced back.
Create customers, facilities, and cabinet identity first
Normalize customer and site names before importing visits. Deduplicate cabinets using several signals such as customer asset ID, serial number, manufacturer, model, and location; no single field is reliable in every historical file.
Import history without rewriting it
Keep original certificate numbers, dates, filenames, and document bytes. Historical PDFs can be attached even when their internal readings are not available as structured data. Label what was imported from a source document versus entered or verified later.
Review due dates before activating reminders
A spreadsheet may contain stale rows, decommissioned cabinets, moved assets, or a due date copied from an earlier cycle. Review exceptions with the service team and customer context before outreach is automated.
Reconcile and sign off in batches
Use batch counts and exception reports: source rows, customers, facilities, cabinets, documents, duplicates, unresolved matches, and due dates. Approve manageable groups rather than treating one successful file upload as proof that the migration is complete.
Primary sources
This guide covers documentation and service operations. It does not replace the current NSF/ANSI 49 standard, cabinet manufacturer instructions, customer requirements, or the judgment of a qualified field certifier. BSC Atlas is not affiliated with NSF.