Move to ERPNext With Numbers That Tie Back on Day One
The risk in a migration is not the loading, it is the reconciliation. We profile and clean your source data, map it batch by batch, and prove every total against your old system before anyone signs off.
50+ ERP and software projects. Zero failed projects since 2021.
A new ERP loses trust the first time a report does not match
Once finance stops believing the stock figure, people quietly go back to their spreadsheets and the rollout is over.
Do not carry the old mess into the new system
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.
- A duplicate and blank-field report before any load.
- Naming and merge rules agreed by your team.
- Cleaning applied in staging, never in production.
Every batch has to tie back before it is accepted
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.
- Counts and control totals compared to the source.
- Trial balance and stock valuation matched.
- Batch-level sign-off, not one approval at the end.
The source systems we migrate out of
We work from whatever you have, whether that is a licensed ERP, an in-house tool or years of spreadsheets.
From source extract to a cutover you can plan around
What a migration covers
Source data profile
A written report on duplicates, blanks, inconsistent codes and anything that will not map cleanly.
Field mapping sheet
Every source field matched to its ERPNext destination, with the transformation rules recorded.
Cleaning in staging
Merges, renaming and standardisation applied to a working copy, never to your live records.
Batch reconciliation
Counts, control totals, trial balance and stock valuation matched before each sign-off.
Parallel run support
Help comparing both systems through a full cycle, so you switch on evidence rather than a date.
Cutover plan
A timed runbook with the freeze window, the load order, the checks and the rollback route.
What a reconciled migration gives you
Why teams choose TCB Infotech for ERPNext migration
ERPNext migration questions
What can we migrate into ERPNext?
Do we have to bring across all our old history?
What happens to duplicate and messy records?
How do you prove the migration is correct?
How long does a migration take?
Can we run both systems side by side for a while?
Plan Your Move to ERPNext
Book a free consultation. Tell us what you are running today, and we will walk through what would move, what is worth leaving behind, and how the cutover would be sequenced.
Book a Free Consultation →No commitment. A practical first look at your migration.
What Is Inside an ERPNext Migration
Loading records is the small part. Here is how we find out what your data really looks like, clean it safely, prove each batch against your old system, and sequence the cutover.
From a source extract to a cutover with a rollback route
We show you the state of your data before we touch it
The first deliverable is a profile of what you actually have: duplicate parties, blank mandatory fields, item codes used inconsistently across years, and accounts with no activity. Alongside it comes a mapping sheet naming every source field, its ERPNext destination and the rule that transforms it.
- Duplicate, blank and inconsistency report.
- Field-by-field mapping with transformation rules.
- An honest list of what will not map cleanly.
Every batch is proved before the next one starts
Cleaning and merging happen in a staging area, so your live records stay untouched until you approve the outcome. Batches then load into a test instance through repeatable scripts, and each one is reconciled on counts, control totals, trial balance and stock value before your team signs it off.
- Cleaning applied to a working copy, never production.
- Scripted loaders that can be rerun identically at cutover.
- Batch-level sign-off by your own finance team.
You switch on evidence, not on a date in the plan
For at least one full cycle you post in both systems and compare the closing reports, so any gap surfaces while the old system is still there. The cutover itself is a timed runbook: the freeze window, the final extract, the load order, the checks at each step and the route back if a check fails.
- A full cycle compared side by side.
- A timed runbook with named owners per step.
- An agreed rollback route before the freeze begins.
The data sets we migrate
Parties
Customers, suppliers and contacts, de-duplicated, with addresses, tax details and credit terms.
Items and pricing
Item master, units of measure, variants, price lists, bills of material and routings.
Chart of accounts
Account structure, cost centres and tax templates mapped to the new setup.
Opening balances
Ledger balances, receivables and payables by party, matched to the closing trial balance.
Stock on hand
Quantity and value by warehouse, including batch and serial numbers where you track them.
Open documents
Unfulfilled orders, unpaid invoices and pending receipts, carried over at the final extract.