ERP data migration checklist: 7 steps to a clean go-live

A successful ERP data migration follows seven steps: name owners, clean, map, run trial loads, reconcile, test with users and plan the cutover. Skipping reconciliation is the most common reason a new ERP is not trusted after go-live.

Name data owners

Assign an owner for each data set: chart of accounts, customers, suppliers, items, employees and fixed assets.

Clean before you move

Remove duplicates, close dormant accounts, fix PINs, GSTINs and tax codes, and standardise item names.

Map old to new

Map each field and code from the old system to VisionONE, including tax classifications for eTIMS or GST.

Run trial loads

Load the data into a test environment at least twice, and fix what breaks each time.

Reconcile

Match the trial balance, debtors, creditors, stock quantities and values, and payroll year-to-date figures against the old system.

Test with users

Have users process real transactions on migrated data before sign-off.

Plan the cutover

Agree the freeze date, final load, opening balances and who signs off, then switch.

Migrating from Tally, QuickBooks or Sage

We extract masters and balances from Tally, QuickBooks, Sage and spreadsheets. Most businesses bring opening balances and open items, and keep the old system read-only for history.