Data Migration

Move the data. Prove the opening position.

We turn source exports into a migration plan your business owners can review: what moves, how it maps, what needs correction and what will prove the load is complete.

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What we assess before quoting the load

Source exports or approved read access, with record counts and a defined extraction date
Customers, suppliers, items and accounting structures, with owners for mapping decisions
Open orders, inventory and financial balances, with agreed treatment for each
History and attachments, with a decision to migrate, archive or retain access

Your migration plan

The assessment produces a written scope and a rehearsal plan. Your team supplies access and resolves the business decisions; we document the mapping, load process and checks.

1.Source inventory and data-quality findings
2.Record disposition: migrate, correct, archive or exclude
3.Field mappings, units and cross-references with named decision owners
4.Dependencies and load sequence verified for the target configuration
5.Rehearsal schedule, exception handling and acceptance criteria
6.Cutover extraction window and rollback criteria
7.Reconciliation of record counts, inventory quantities and agreed financial balances

The assessment is a standalone deliverable. It produces the fixed quote, and it's useful even if you never hire us for the load.

Decisions to settle before cutover

Record identity

Agree the keys that distinguish a new record from an update. Test duplicate and missing-key cases in the target environment before a bulk load.

Units and pack sizes

Document purchase, stock and sales units with their conversion factors. Test representative quantities and extended values through the operating workflow.

Open documents and balances

Agree which documents remain active and how opening balances are established. Reconcile the result with the business owner responsible for each balance.

Historical access

Separate operational opening data from reporting history. Decide how staff will find old documents before retiring the source system.

Start with the source data.

Bring a description of the source system, the target ERP and the records you need available at go-live.