Creatio CRM Migration: 5 Pitfalls to Avoid

Creatio projects in Panama often fail because teams treat them like simple lift-and-shift efforts. The platform is flexible, but migrations require discipline.

1) Underestimating data readiness

Field mappings, deduplication, and reference data cleanup take longer than expected. Define required fields and validation rules before importing anything.

2) Ignoring legacy integrations

Banking and insurance teams usually depend on SQL Server jobs, SOAP services, or custom middleware. Map each integration to a modern equivalent—REST, gRPC, or queued events—before the first sprint.

3) Missing change management

User training, bilingual playbooks, and clear ownership reduce resistance. Give sales and service leads a sandbox with realistic data two weeks before go-live.

4) Over-customizing early

Start with out-of-the-box objects and UI. Every custom script increases maintenance. Use configuration first, automation second, code last.

5) Forgetting observability

Create dashboards for sync health, failed imports, and API error rates. If the business cannot see what broke, adoption stalls.

A good migration combines strict data governance with pragmatic integration work. When teams see reliable data and faster processes, they forgive the temporary friction.