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A step-by-step way to move your masters, balances and history into a new ERP — reconciled to the rupee, with nothing lost along the way.
24 checks · 6 sections
Data migration is where most ERP go-lives are won or lost — a clean system built on messy, unreconciled data still gives you wrong numbers on day one. The goal isn't just to move records across; it's to move the right data, cleaned, mapped and reconciled so opening balances tie back to your trial balance and outstanding AR/AP to the rupee. Work through this checklist in order and treat reconciliation as the finish line, not an afterthought.
List every data source + 3 more
Masters first, always + 3 more
Remove duplicates + 3 more
Map each field to the ERP structure + 3 more
Import masters, then balances + 3 more
Spot-check a sample of records + 3 more
All 24 checks across 6 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
Not if you plan for it. Data is copied, not moved — your old system stays intact until you're confident. The risk isn't losing records, it's carrying over messy or duplicated data. That's why this checklist puts cleansing, mapping and reconciliation before go-live, and keeps a full backup of every source throughout.
Usually no. Most businesses migrate masters plus opening balances and outstanding AR/AP, and keep older history in the old system (or as archived exports) for reference. Bringing years of past transactions adds cost, cleansing effort and risk for little day-to-day benefit — reporting can pull from archives when you genuinely need it.
You pick a cut-off date, then load balances as at that date rather than replaying every past transaction. Financial opening balances are entered against the chart of accounts and must reconcile to your closing trial balance to the rupee; opening stock is loaded with quantities and valuations; and open customer/supplier invoices are brought in so AR/AP ageing is correct. In ERPNext this is done through opening entries and data imports, then reconciled before go-live.
Get a clear plan, an honest timeline, and a fixed scope. Talk to a real expert today — whether or not you work with us.
Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011