ERPNext Data Migration Services

Move your business data to ERPNext safely, accurately,
and without downtime or data loss.

βœ” Zero data loss

βœ” Secure & encrypted

βœ” No business downtime

βœ” ERPNext experts

data migration

Why Data Migration Is Risky Without Experts

Most ERPNext data issues happen because migration is rushed,
unstructured, or handled without proper expertise.

Problems Without Experts

Β  Common Risks in DIY Data Migration

     ❌ Duplicate & inconsistent records

     ❌ Broken links

     ❌ Import failures & system crashes

     ❌ Incorrect financial reports

     ❌ Compliance & audit risks

Our Migration Assurance

Β  Our ERPNext Data Migration Guarantees

Β  Β  Β βœ” 100% accurate data migration

Β  Β  Β βœ” Zero data loss guarantee

Β  Β  Β βœ” Clean & validated ERPNext setup

Β  Β  Β βœ” Secure & encrypted data handling

Β  Β  Β βœ” Minimal or zero business downtime

Β  Β  Β βœ” Compliance-ready records

What Is ERPNext Data Migration?

A structured and secure process to move your business data
from existing systems into ERPNext without errors or downtime.

ERPNext Data Migration is the process of transferring your business data from legacy systems, spreadsheets, or other ERPs into ERPNext while preserving accuracy, structure, and relationships.

βœ”Β  Data structure & hierarchy

βœ”Β  Business rules & logic

βœ”Β  Record relationships

βœ”Β  Historical accuracy

βœ”Β  Security & compliance

𝓲 – Good migration = Stable ERPNext, accurate reports, confident users

Types of Data We Migrate to ERPNext

From master records to historical transactions, we migrate every

critical data layer accurately.

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Master Data

  • Customers & Suppliers

  • Items & Item Groups

  • Price Lists

  • Bills of Materials (BOMs)

  • Chart of Accounts

  • Employees & Departments

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Transactional Data

  • Sales & Purchase Orders

  • Delivery Notes & Receipts

  • Sales & Purchase Invoices

  • Payments & Journal Entries

  • Stock Movements

  • Payroll & Salary Slips

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Historical & Opening Data

  • Opening balances

  • Previous financial years

  • Stock valuation & quantities

  • Customer outstanding history

  • Supplier unpaid invoices

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Industry-Specific Data

  • Manufacturing workflows

  • Healthcare records

  • Education data

  • Retail SKUs

  • Projects & service contracts

Data Cleaning & Validation

Before migration, data is cleaned, standardized,
and validated to avoid ERPNext errors.

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System Audit & Data Assessment

We analyze your current ERP, databases, spreadsheets, and custom tools to understand data structure and risks.

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Secure Data Extraction

We safely extract master data, historical records, and financial data from your existing systems.

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Data Cleaning

Before migration, data is cleaned, standardized, and validated to avoid ERPNext errors.

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ERPNext Field Mapping

Each source field is mapped correctly to ERPNext to preserve relationships and reporting accuracy.

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Test Migration & Verification

We perform trial imports in a test environment to verify data structure, reports, and links.

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Final Live Migration

After testing approval, we perform the final migration after business hours to ensure zero downtime.

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Validation & Reconciliation

We verify ledgers, balances, stock valuation, taxes, and reports for complete accuracy.

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Go-Live Support & Optimization

We assist with dashboards, training, fixes, and ERPNext optimization after go-live.

All final data imports are performed after business hours,
ensuring your teams continue working without disruption.

Your data is handled using encrypted channels with restricted access at every stage.

Multiple backups are created before migration, allowing safe rollback if required.

Financials, stock, and ledgers are cross-checked to ensure reports match your original system.

Zero Downtime. Maximum Security.

Your business never stops even during migration.

We migrate your ERPNext data using a staged, encrypted,
and validated process that keeps your operations running
without interruption or risk.

βœ” Zero Business Downtime
βœ” Encrypted Data Handling
βœ” Tested Before Go-Live

πŸ” Audit β†’ πŸ” Encrypt β†’ πŸ§ͺ Test β†’ πŸš€ Go-Live β†’ βœ… Verify

Source Systems We Migrate From

No matter where your data lives today, we can move it safely to ERPNext.

Excel
QuickBooks
Zoho
SAP
Odoo
Custom ERP
Legacy System
MySQL / DB
CSV / JSON
Other Tools

πŸ” Don’t see your system here? No problem we can migrate from custom databases, old software, and mixed data sources.

Source Systems We Migrate From

No matter where your data lives today, we can move it safely to ERPNext.

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Manufacturing

BOMs, WIP, and valuation moved with accurate costing.

BOM β€’ WIP β€’ Costing

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Retail & POS

Items, barcodes, price lists, and stock moved without mismatch.

SKUs β€’ Price Lists β€’ Stock

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E-Commerce

Customer history, orders, inventory sync-ready structure.

Orders β€’ Customers β€’ Inventory

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Healthcare

Patient-related records, item batches, compliance-safe imports.

Records β€’ Batches β€’ Compliance

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Education

tudent data, fee structures, and accounts migrated cleanly.

Students β€’ Fees β€’ Accounts

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Construction

Projects, material tracking, and contractor payables reconciled.

Projects β€’ Materials β€’ Payables

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Hospitality

POS + purchasing + inventory + accounts in one clean setup.

POS β€’ Purchasing β€’ Inventory

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IT & Services

Clients, projects, billing cycles, and profitability-ready data.

Projects β€’ Timesheets β€’ Billing

Don’t see your industry? We also handle real estate, logistics, trading, automotive, and custom business models.

Why Businesses Choose Us for ERPNext Data Migration

We don’t just import files we protect relationships, verify accuracy, and ensure your ERPNext starts with clean, usable data.

βœ” Zero Data Loss Approach
βœ” Tested Before Go-Live
βœ” Reconciled Accounting & Stock

βœ… Trusted by UK & International clients

βœ… Accuracy First

Every import is validated and reconciled (ledgers + stock + masters).

πŸ”— Relationship Safe

Customers, items, accounts, and transactions stay correctly linked.

πŸ” Secure Handling

Controlled access, backups, and safe transfer practices.

πŸ§ͺ Tested Before Go-Live

Trial migration in staging to catch issues early.

Make ERPNext Match Your Workflows, Not the Other Way Around

Now that your data is clean and live in ERPNext, the next step is to customize screens, approvals, and automations so your team works faster with fewer clicks.

πŸ” Custom Workflows & Approvals

🧾 Print Formats (Invoices, Delivery, POS)

βš™οΈ Automation & Alerts (Email/SMS/Tasks)

πŸ“Š Reports & Dashboards for KPIs