ERP Data Migration & Master Data
Prepare, map, validate and reconcile legacy data for ERPNext through controlled migration and documented acceptance criteria.
Start with the operational problems that matter
Duplicate and inconsistent item or customer identifiers
Opening balances do not reconcile with finance and stock
Repeated imports risk duplicate transactions
Master data, opening balances and validation
Practical building blocks to assess and adapt to your operating model.
Data Inventory
Classify master data, opening balances and historical records.
Mapping & Cleaning
Standardize IDs, validate values and remove duplicates before imports.
Trial Migration
Run repeatable trial imports and log errors by batch.
Reconciliation & Sign-off
Reconcile counts, stock, AR/AP and trial balances.
A controlled data migration and cutover process
A suggested sequence, refined through requirements and fit-gap discovery.
- 01
Select data scope
Agree on masters, balances and history
- 02
Run dry-runs
Classify validation and correction issues
- 03
Close cutover balances
Sign off reconciled opening balances
What to prepare before the first workshop
Having these inputs available supports more accurate scope and risk assessment.
Discuss your requirements- Source exports and sample records
- Data dictionary and code mappings
- Data owners and approvers
- Historical policy and cutover date
Questions worth clarifying early
Do we need to import all transaction history?
It depends on reporting and audit needs. Many projects migrate reconciled masters and opening balances first and retain accessible legacy archives.
Migrating ERPNext data with reconciled opening balances
Do not begin an ERPNext migration by importing every spreadsheet unchanged. Separate master records from opening balances and outstanding transactions. Validate items, customers, suppliers, accounts, warehouses, batches and units of measure for duplicates, required fields and relational consistency.
Choose a cutover date and assign owners to sign off stock, receivables, payables and general ledger balances. Some balances require links to source documents for auditability. Rehearse imports in a test environment and maintain a defect list before the final migration.
After import, reconcile both monetary totals and record counts against the legacy system: active items, stock valuation and trial balance are typical examples. Differences need documented explanations and approvals rather than unsupported adjustment entries.
Build the right system for your operation.
Share your processes, constraints and desired outcomes so the project can be evaluated against real business needs.