ERPNext Migration
The risk in a migration is not the loading, it is the reconciliation.
Why It Matters
Most source data has the same customer three times, item codes that mean different things in different years, and accounts nobody has used since 2019. We profile all of it and hand you a report, so you decide what merges, what is renamed and what is left behind.
We do not ask you to trust the load. Each batch is checked on record count, control totals, trial balance, stock quantity and value by warehouse, and open receivables and payables by party. Your finance team signs each one off as it goes in.
We extract the source data and report on duplicates, gaps and inconsistent codes.
You agree the merge and naming rules, and we apply them in a staging area.
Batches are loaded into a test instance and reconciled against the source.
You post in both systems for a full cycle and compare the closing reports.
A final extract, a scheduled freeze window, the production load and sign-off.
A written report on duplicates, blanks, inconsistent codes and anything that will not map cleanly.
Every source field matched to its ERPNext destination, with the transformation rules recorded.
Merges, renaming and standardisation applied to a working copy, never to your live records.
Counts, control totals, trial balance and stock valuation matched before each sign-off.
Help comparing both systems through a full cycle, so you switch on evidence rather than a date.
A timed runbook with the freeze window, the load order, the checks and the rollback route.
We treat matching totals as the job, not as a check at the end of the job.
Carrying ten years of history is expensive and rarely useful. We say so before you pay for it.
Cleaning happens on a copy, so your live records are untouched until you approve the result.
Scripts, not manual imports, so the final cutover load is a rerun of something already proven.
You get a timed runbook with the freeze window and a rollback route agreed in advance.
Master data such as customers, suppliers, items, price lists, bills of material and the chart of accounts, plus opening balances, open orders and invoices, stock on hand and, where you need it, closed transaction history for reporting.
Usually not, and it is often the wrong choice. Most businesses load masters plus open items and opening balances, and keep the old system available read-only for older records. We help you decide what is worth carrying, because every extra year adds testing time.
We profile the source data first and give you a report of duplicates, blanks and inconsistent codes. You confirm the merge and naming rules, we apply them in a staging area, and only the cleaned set is loaded. Migrating the mess into a new system just moves the problem.
Every batch is reconciled against the source before sign-off: record counts, control totals, the trial balance, stock quantity and value by warehouse, and open receivables and payables by party. You sign each batch off, not just the project at the end.
Migration usually runs alongside the rest of an implementation over 4 to 8 weeks, driven far more by the state of the source data than by the volume. Clean data from a single system is quick. Several spreadsheets with inconsistent codes take longer.
Yes, and we recommend it for at least one full cycle. You post in both, compare the reports at the end of the period, and only stop the old system once the numbers agree. It costs some duplicate effort and removes almost all the cutover risk.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A practical first look at your migration.
