Most ERP delays come from data, not software. Clean masters and verified opening balances make go-live smooth; messy ones make every report doubtful.
What to migrate
| Data | Notes |
|---|---|
| Customers and suppliers | Remove duplicates, confirm GSTIN, state and contact details |
| Items and services | Unique codes, units, HSN or SAC, tax rates, categories |
| Opening stock | By item and location; batch and expiry if used |
| Opening balances | Ledgers, receivables and payables as on the cut-over date |
| Employees | IDs, salary structure, PF and ESI numbers, bank details |
| Open transactions | Open sales orders, purchase orders, pending invoices |
Step by step
- Decide the cut-over date, ideally a month or quarter start.
- List every source file and who owns it.
- Clean the data: duplicates, blanks, inconsistent spellings.
- Map each old column to an ERP field.
- Import a small sample and check it.
- Import in full into a test copy and reconcile totals.
- Freeze entries in the old system and load the final data.
- Run both systems briefly only for checking, then retire the old one.
Reconcile before you trust it
- Trial balance matches the old closing balance.
- Stock value matches the stock register.
- Receivables and payables match party-wise.
- Employee count and salary totals match payroll.
Typical data problems and fixes
| Problem | Fix |
|---|---|
| Same party under several spellings | Merge into one record using GSTIN or phone as the key |
| Items without units or tax rate | Fill before import; the ERP needs them for invoices |
| Negative stock in the old system | Investigate and correct the opening stock |
| Opening balances that do not tally | Reconcile ledgers party by party before go-live |
Tip: Do not migrate years of dead items and inactive parties. Bring over what you need to operate and keep the rest as an archive.
Related guides: ERP Software Development Company
ERP Software Development Company IndiaERP Implementation Guide IndiaERP Training and User Adoption10 ERP Implementation Mistakes to AvoidTally to ERP MigrationMigrate Tally Masters to ERPTrial Balance After Migration
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