ERP Data Migration Guide

ERP Data Migration Guide

ERP data migration decides the quality of reports after go-live. Clean opening data gives confidence, while poor migration creates wrong balances, wrong stock and user resistance.

Start with master data

Item, customer, vendor, ledger, unit, tax, project, department and employee masters should be cleaned first. Avoid duplicate item names, inactive ledgers and inconsistent units.

Validate opening balances

Opening stock, receivables, payables, project advances, work orders, purchase orders and pending sales orders should be matched with accounts and physical records. Differences must be approved before upload.

Import in stages

Start with sample imports, validate reports, then upload final data. For manufacturing, BOM and stock must be checked carefully. For construction, project, phase, BOQ and site-store data need detailed checking.

Keep audit records

Maintain import files, approval notes and reconciliation reports. This helps accounts, stores and management understand why opening figures were accepted.