Veeva Quality Basics Migration on Veeva Basics Help

Complete QualityDocs & QMS Migration Activities

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

These are the steps to performing a migration of Documents & QMS Records into Veeva Quality 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 Quality Basics - Document Template and Veeva Quality Basics - Supplier Template.

Complete Training Migration Activities

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

These are the steps to performing a migration of Training into Veeva Quality 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)

Populate the Veeva Quality Basics - Training Template.

How to Fill Out External Training Assignment Completion Template

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

In preparation for the migration of your external training assignment completion records into Quality Basics, please watch this video.

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How to Fill Out External Training Requirement Template

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

In preparation for the migration of your external training requirement records into Quality Basics, please watch this video.

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How to Fill Out Quality Document Template

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

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

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How to Fill Out Suppliers Template

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

In preparation for the migration of your suppliers into Quality Basics, please watch this video.

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How to Fill Out the Migration Communication 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 Fill Out the Migration Communication 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.

Your browser does not support iframes. Please use the direct link: Launch Course

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

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 Fill Out Training Template

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

In preparation for the migration of your training records into Quality Basics, please watch this video.

Your browser does not support iframes. Please use the direct link: Launch Course

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

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.

Your browser does not support iframes. Please use the direct link: Launch Course

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

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

Methodology

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

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

Migrate Veeva LearnGxP Training History

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

Overview

If your organization subscribed to Veeva LearnGxP in your legacy Vault, the LearnGxP course content is already available in your Veeva Quality Basics Vault — you do not need to migrate the content itself. However, if you want to preserve your learners’ historical completion records from your legacy system, you must migrate those completions separately using the process described on this page.

Note Only completions for the latest version of each Training Requirement are eligible for migration. Completions tied to earlier versions will not be carried over.

Before You Begin

Before starting, ensure you have:

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.

Migration FAQ

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

General FAQ

What is included in a Veeva Basics Migration?

Quality Documents & Supplier 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.

Document Template

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

Supplier Template

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

QualityDocs & QMS 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 Quality Basics.

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

Quality Basics Overview

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

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 Quality Basics.

We highly recommend taking our role-based Quality training and using our Quality 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.

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 Quality Basics.

Training 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 Quality Basics.

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

Quality Basics Overview

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

Training 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.

Training Template

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

External Training Requirement Template

Download template ().
Watch this video to learn how to fill out the Veeva Quality Basics - External Training Requirement Template.

External Training Assignment Completion Template

Download template ().
Watch this video to learn how to fill out the Veeva Quality Basics - External Training Assignment Completion Template.