Complete Clinical Migration Activities

Request changes
Last updated: Mar 6, 2026

These are the steps to performing a migration into Veeva Clinical Basics.

Sandbox Migration

Sandbox Migration Overview

Important Use the Migration Communication Form to notify Veeva of your upcoming migration at least ten (10) business days prior to providing your files for Sandbox migration.

Steps

Step 1 (Customer)

  1. Classify documents and populate the Veeva Clinical Basics - Document Template.

    Important Watch the video and use the information provided on this page to understand how to fill out the Clinical Migration - Document Template correctly.

    Always download the latest version of the template. Do not reuse templates from previous migrations.

  2. Stage corresponding documents on the File Staging Server.

Note Veeva will provide credentials to do this. Request credentials through the Migration Communication Form.

Step 2 (Customer)

Upload the completed Veeva Clinical Basics - Document Template to the File Staging Server. Then use the Migration Communication Form to let Veeva know it has been uploaded.

Step 3 (Veeva)

Veeva will review your completed Veeva Clinical Basics - Document Template and load Documents and reference data in your Sandbox.

Step 4 (Customer)

Review loaded documents in Sandbox. Verify all records from the template have been migrated, confirm metadata is populated in the correct fields. For documents, confirm files are accessible. If issues are found, first verify the correct value was in the template. If the issue persists, use the Migration Communication Form to let the Veeva Migration Team know.

Step 5 (Customer)

Develop any required migration documentation, such as a Migration Plan.

Step 6 (Customer)

Use the Migration Communication Form to schedule Production migration with Veeva.

Note By scheduling your Production migration, you are confirming that the submitted templates are final with no further changes, as Veeva will use these exact templates to load into Production.

Production Migration

Production Migration Overview

Timeline

Production Migration must be requested and completed within seven (7) business days after Sandbox Migration is completed.

Best Practice Before the production migration, we recommend notifying your users about the upcoming activity in your Production Vault.

Steps

Step 1 (Veeva)

Veeva will load the Document template the Customer confirmed are final when scheduling Production migration.

Step 2 (Veeva)

Veeva will provide:

  • A populated Inventory of Migration.xlsx, listing the number of records migrated for each entity
  • Loader sheets used for Production migration
  • Log files
Note If any issues are encountered, those will be recorded in the Comments section of the Inventory of Migration.xlsx. The zip of Logs, Loader Sheets, and Inventory will be loaded into the Sandbox Vault for customer access.

Step 3 (Customer)

Important Customers are responsible for data verification and any additional migration documentation, such as a Migration Summary Report.