A listings offboarding plan should transfer source data, profile groups, user roles, publisher cases, duplicate records, reporting history, media rights, API connections, billing details, and outstanding changes. It should also state who removes access, when software stops syncing, and how the final public accuracy check is completed.
What to do next
Inventory assets and access
List profiles, groups, domains, phone systems, tracking numbers, publisher accounts, APIs, users, and recovery contacts.
Transfer operating context
Export approved data, open issues, submission history, duplicate decisions, special hours, dashboards, and publisher-specific exceptions.
Disconnect safely
Confirm the replacement publishing path before disabling integrations. Remove agency users only after ownership and recovery access are verified.
Useful tools to explore
These products are relevant to the workflow. Verify current capabilities, pricing, coverage, and contract terms with each vendor.
Before you decide
- Final source-data export delivered
- Open cases have owners
- Post-disconnection audit scheduled
Turning off a platform before a replacement source is ready can leave profiles stale or allow old values to return.
Notes from the operating side
Offboarding quality should be evaluated when choosing a provider, not only when the contract ends.
Continuity note
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