Data Migration
Bring your existing records into ERPS X in a controlled, reviewable way: audit, map, validate, load, reconcile, go live.
Migration without surprises
Moving to a new system fails when data is loaded once, late, and nobody checks it. Our approach is the opposite: we map every field with you, validate before loading, load into your real workspace for review, and reconcile counts and balances before cutover. You see your own records in ERPS, POS and RMS before you commit.
Sources we work with
If your current system can export it, we can map it. These are the common starting points.
Spreadsheets and CSV
Excel, Google Sheets and CSV exports. The most common starting point, and the fastest to map.
Accounting software
Chart of accounts, opening balances, open invoices and bills exported from your current accounting package.
Previous ERP or business system
Master data and balances exported from the system you are replacing, in whatever format it can produce.
POS and e-commerce exports
Items, prices, stock levels, customers and suppliers from your current till or online store.
Restaurant menus
Categories, items, prices, specials and offers for RMS, from a spreadsheet or your existing menu system.
Databases
Direct exports from SQL databases or custom systems, mapped field by field with you.
Six steps from source to cutover
Every step produces something you can review and sign off.
Audit
We review your source files together: what tables and fields exist, record counts, data quality, duplicates and what actually needs to move.
Mapping
Each source field is mapped to its ERPS X destination, with transformation rules for formats, codes, currencies and categories, agreed in a mapping sheet.
Validation
Mapped data is checked for required fields, duplicates, invalid references and balance totals before anything is loaded.
Trial load
We load into your workspace so you can review real records in ERPS, POS and RMS. Corrections are made and the load is repeated until you are satisfied.
Reconciliation
Record counts, stock quantities and account balances are compared between source and ERPS X and signed off by you.
Cutover
Final load at an agreed date, close-off of the old system and confirmation that your team is working in ERPS X.
Records by destination
Each record type lands in the ERPS X application that owns it, so the products stay connected from day one.
Chart of accounts and balances
Accounts, opening balances and, where needed, open receivables and payables into ERPS Accounting.
Customers and suppliers
Contacts, addresses, terms and categories for Sales, Purchase, Vendors and POS.
Products and items
Products, variants, prices, barcodes, categories, brands and stock quantities for Inventory and POS.
Employees
Employee records, departments and the details Payroll and Time Off need to start.
Manufacturing masters
Bills of Material, equipment and quality checkpoints for Manufacturing.
Menus
Categories, items, prices, specials and offers for the RMS QR menu.
Historical transaction detail (every past invoice or sale) is usually kept in your old system or an archive export rather than re-posted, so your ERPS X books start clean from agreed opening balances. We will recommend the right approach for your case during the audit.
Tell us about your current data
We will reply within one business day to arrange the audit call. The audit and written plan are free; you decide whether to proceed.
Not ready to migrate yet?
Start the free 14-day trial, get familiar with the workspace, and request the migration audit whenever you are ready.