Veeva Clinical Basics Migration on Veeva Basics Help

Clinical Migration

Fri, 16 Jan 2026 00:00:00 +0000

Before You Begin

The Veeva Basics Migration Center is designed to help you be self-sufficient and successful in all steps of your migration.

Carefully review the provided instructions and videos to understand your responsibilities and the activities involved in migrating from your legacy system into Veeva Clinical Basics.

We recommend reviewing the Migration FAQ for commonly asked questions and answers before beginning your migration.

Clinical Basics Overview

Watch this video to learn more about Veeva Clinical Basics: eTMF before you begin your Clinical migration.

Clinical Migration Templates

Fri, 16 Jan 2026 00:00:00 +0000

Important Always download the latest version of a template, even if you have used that template for a previous migration.

With Map

Download template ()
Watch this video to learn how to fill out the Veeva Clinical Basics - Document Template.

Note Use this template only for Clinical migrations from a non-Vault legacy system that uses a classification system.

Without Map

Download template ().
Learn how to fill out the Veeva Clinical Basics - Document Template without TSC map.

Note Use this template only for Clinical migrations from a non-Vault legacy system with no classification system.

Complete Clinical Migration Activities

Fri, 16 Jan 2026 00:00:00 +0000

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

Sandbox Migration

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)

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

How to Fill Out Clinical Document Templates

Fri, 16 Jan 2026 00:00:00 +0000

In preparation for the migration of your Clinical documents into Clinical Basics, please watch these videos.

Note These videos apply only to Clinical migrations from a non-Vault legacy system that uses a classification system.

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How to Fill Out Document Template without TSC map

Fri, 16 Jan 2026 00:00:00 +0000

In preparation for the migration of your Clinical documents into Clinical Basics, please watch this video.

Note This video applies only to Clinical migrations from a non-Vault legacy system with no classification system.

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How to Fill Out the Migration Communications Form

Fri, 16 Jan 2026 00:00:00 +0000

In preparation for your migration into Veeva Basics, please watch this video to learn how to fill out the Migration Communication Form.

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Communication Types

You can use the Migration Communication Form to:

Request File Staging Access - Ask the Veeva Migration Team for credentials to the File Staging Server so that you can upload your files.

How to Upload to File Staging Server

Fri, 16 Jan 2026 00:00:00 +0000

In preparation for your migration into Veeva Basics, please watch this video.

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Having trouble viewing the course? Open it in a new tab.

Methodology

Fri, 16 Jan 2026 00:00:00 +0000

To simplify the migration process, the Veeva Basics Migration Team identified a focused set of key fields and objects for each product and created streamlined templates and overview videos. This 6-step process outlines data migration into Veeva, balancing customer and Veeva responsibilities:

1) Data Scoping

Veeva

Provides templates you can download from the Migration Center and staging area to upload document files.

Customer

Identifies, inventories, cleans, and prepares all necessary data and files (from legacy systems or new) by completing Migration Templates and staging on file staging area.

2) Loader Review & Iterate

Customer

Migrating Audit Trails

Fri, 16 Jan 2026 00:00:00 +0000

Audit Trail Options

One Audit Trail File Per Document

If you are able to export audit trails from your legacy system on a per-document basis, Veeva will migrate each audit trail as an attachment to its corresponding document. Add the audit trail file path for each document in the migration template.

If you prefer not to attach audit trails to individual documents, see Audit Trails for All Documents in One File below.

Migration FAQ

Fri, 16 Jan 2026 00:00:00 +0000

General FAQ

What is included in a Veeva Basics Migration?

Migration includes migration of Veeva Basics identified core objects and documents into a customers’ Sandbox and Production Vaults. We developed simplified migration templates to ensure rapid population of core objects essential for immediate operational use. The customer is responsible for: populating the migration template, providing the source documents, and reviewing post load into the sandbox for errors. Veeva will verify correctness of the templates, report any issues found, transform the completed templates into the proper format for loading into Vault and load into Vault using Vault Loader.

Support

Fri, 16 Jan 2026 00:00:00 +0000

The Veeva Basics Migration Center is designed to help you be self-sufficient and successful in all steps of your migration.

Carefully review the provided instructions and videos to understand your responsibilities and the activities involved in migrating from your legacy system into Veeva Clinical Basics.

We highly recommend taking our role-based Clinical training and using our Clinical help to understand more about the system, fields on documents, object data, etc. These resources can help you as you fill out your migration templates.

Vault to Vault Clinical Migration

Fri, 16 Jan 2026 00:00:00 +0000

For Clinical Vault to Vault migrations, we highly encourage you to use TMF Transfer. You can find detailed information on the process by going to this page in our Clinical Help: TMF Transfer