AX-09 · Implement
Data migration and cutover
Masters, opening balances, opening stock, and the open documents that must exist on day one.
Typical length: 2–6 weeks, overlapping configuration
Outcome
A trial load you can check, then a final cutover load that ties to the last trial balance and stock count.
Who it is for
- Teams leaving Tally, QuickBooks, spreadsheets, or another ERP
- ERPNext sites that were loaded once and never reconciled
What is included
- What moves
- Customers, suppliers, items, opening stock, opening balances, and open orders. Historical invoices are optional and usually not worth the noise.
- Mapping
- Old accounts to new accounts, old item codes to new codes, and a quarantine list for duplicates.
- Trial load
- Import, reconcile, fix the files, and import again. Production is not the place for the first attempt.
- Cutover
- Freeze transactions in the old system, take the final extract, load, and sign the stock and trial balance the same day.
How the work runs
- 01Inventory the sourcesWhich file is the master for customers, items, and balances.
- 02Clean before importDuplicates, missing tax ids, and items with no unit are fixed in the sheet.
- 03ReconcileCounts of records, stock value, and trial balance, side by side.
Deliverables
- Migration scope note
- Mapping sheets
- Trial load reconciliation
- Cutover timetable