Migrate
Move to a custom ERP without losing history
A guide for each system we are asked to replace: what moves across, the order we do it in, the risks and how long it usually takes.
What does an ERP migration involve?
A migration moves your masters, open balances and the history you still need from the old system into the new ERP, then switches daily work over at an agreed date. The data is the easy part; the work is in cleaning it, checking it with real transactions and training people before cut-over. Every AI-ERP quote includes a migration plan for your data.
10 guides
Choose the system you are leaving
Move from Tally
Moving from Tally to a custom ERP means exporting ledgers, items, parties and opening balances, cleaning them, loading them into the new system at a period end and running the two side by side for a short check.
Move from BUSY
Moving from BUSY to a custom ERP means exporting masters, open bills and balances, cleaning them, loading them at a period end and checking that stock and balances match.
Move from Marg ERP
Moving from Marg to a custom ERP means exporting items with batches and expiry, parties, schemes and balances, cleaning them, loading them at a period end and checking batch stock carefully.
Move from Excel
Moving from Excel to an ERP means collecting the sheets that run the business, cleaning and standardising their lists, importing them into the ERP and retiring the sheets on go-live day.
Move from legacy desktop software
Replacing legacy desktop software means extracting data from old databases, documenting the business rules the software enforces, rebuilding them in a modern ERP and switching over at a period end.
Move from SAP Business One
Moving from SAP Business One to a custom ERP means exporting masters, open documents and balances, documenting what partner add-ons and customisations do, rebuilding that logic in the ERP and switching over at a period end.
Move from Odoo
Moving from Odoo to a custom ERP means exporting masters, open documents and balances, documenting what custom modules and Studio changes do, rebuilding that logic in the ERP and switching over at a period end.
Move from ERPNext
Moving from ERPNext to a custom ERP means exporting masters, open documents and balances, documenting custom apps, scripts and fields, rebuilding that logic and switching over at a period end.
Move from Zoho
Moving from Zoho to a custom ERP means exporting contacts, items, open transactions and balances from Zoho Books and Inventory, loading them at a period end and deciding which other Zoho apps to keep and integrate.
Move from Oracle NetSuite
Moving from NetSuite to a custom ERP means exporting records, open transactions and balances, documenting saved searches, workflows and scripts, rebuilding them and switching over at a period end.
Approach
The same four principles in every migration
- 1
Take stock
List the data, reports and integrations your business depends on today, including the spreadsheets that sit around the old system.
- 2
Clean before moving
Merge duplicate customers, suppliers and items, and close stale open entries, so the new system starts clean.
- 3
Test with real data
Load a copy of your data, run a month of real transactions through the new ERP and check the balances match.
- 4
Cut over at a period end
Go live at a month or quarter end with agreed opening balances, and keep the old system readable for reference.
Free 30-minute consulting call
Plan your migration with us.
Share what you use today. The AI-ERP team will map what moves and give you a timeline with your quote.