Your Pulley-to-Altshare migration plan

Ask Altshare to review your record inventory before agreeing the move. Describe the entities, instruments, award history, accounting outputs, and supporting documents you need. Request a written mapping and implementation plan for your company.

Before data transfer, ask Altshare

• Which Pulley exports can be accepted directly, and in what format?
• Which records need transformation or manual review?
• How will source identifiers, vesting details, and original documents be preserved?
• Which historical reports can be retained versus reproduced?
• Who checks differences and signs off on the completed dataset?
• What is included in onboarding, and what costs extra?

Then follow the universal procedure: preserve, map, trial, reconcile, capture changes, approve, and activate. Keep a written list of anything excluded from the import so a missing item cannot disappear into the handover.