This guide provides general planning information. Product, technical, legal and tax requirements should be verified for your own business.
- Export before you commit
- Reconcile opening data
- Keep a rollback path
Decide what is changing
A migration can mean complete replacement, an integration, or a new operational application alongside accounting software. Define the boundary before comparing features.
- Users and daily workflows
- Masters and opening balances
- Historical records that must remain searchable
- Reports and statutory responsibilities
Inspect exports and data quality
Request representative exports early. Names, units, tax fields, duplicates and inactive records often need cleanup before import.
- Items, parties and price lists
- Stock and outstanding balances
- Invoice and transaction history
- Attachments and custom fields
Test, reconcile and retain a fallback
Run a sample import, test real scenarios and have an accountable person approve totals. Keep the old system read-only until the agreed transition period is complete.