Planning a Yeastar PBX migration without avoidable surprises.
Use this checklist to turn a phone-system replacement into a controlled service transition with evidence, owners and fallback.
Build the current-state baseline.
A migration cannot preserve what has not been documented. Assemble evidence from configuration, billing, devices and the people who handle critical calls.
Map the journeys
Main numbers, business hours, queues, transfers, voicemail, after-hours and escalation.
Map the dependencies
Carriers, SIP trunks, analogue lines, gateways, recordings, integrations and sites.
Map the owners
Decision-makers, reception, IT, carriers, porting contacts, support and acceptance sign-off.
Define “ready” before cutover.
- Numbers route correctly
- Critical calls complete
- Endpoints register
- Queues and transfers work
- Integrations pass testing
- Recording rules are met
- Users have guidance
- Support contacts are active
Test representative reality.
Use actual sites, user roles, devices and customer call journeys. A test extension alone does not prove migration readiness.
Control the change window.
Confirm prerequisites
Freeze the approved design, porting state, configuration, access and change communications.
Set decision points
Name the person who can proceed, pause or roll back—and the evidence they will use.
Run acceptance
Execute the agreed call, endpoint, integration and user checks in priority order.
Begin hypercare
Track issues, priorities, owners, updates and closure evidence after handover.
Bring the baseline before the deadline.
TeraFi can help Australian partners validate the Yeastar pathway before a customer cutover date is promised.
Fact-checked on 11 August 2026 against current Yeastar P-Series information.