ERP data migration

Move the data the new system can actually stand behind.

Migration succeeds when source data is understood, cleaned, mapped, tested and reconciled before production cutover — not when everything is copied simply because it exists.

Agree responsibility before configuration begins

Our implementation method for Hybrid ERP favors staged extraction, cleansing, trial migration, reconciliation, user validation and controlled final cutover.

Write down what each side owns

Not all legacy data should be migrated simply because it exists. Retention and migration decisions should follow business, legal and reporting requirements.

Before commitment: This website explains the approach. The accepted project documents define infrastructure ownership, service levels, security requirements, migration depth, integrations, support and acceptance criteria.

Moving from Peachtree or Sage 50?

Where Peachtree or Sage 50 is the source, the migration approach can use read-only collection and staging so the old accounting data is not changed during preparation. Source records are mapped and checked before any accepted opening position is loaded.

Keep the source untouched

Work from approved read-only extraction and preserve the original source evidence and backup position.

Stage and reconcile

Map accounts, customers, suppliers, open balances and other in-scope records, then resolve exceptions before cutover.

Accountant approval before opening

Trial balance and supporting positions should reconcile to agreed source reports before the production opening is accepted.

Read the Peachtree / Sage 50 migration guide →

Plan the move before anyone touches production.

Tell us what must stay available, what data must move, who owns the infrastructure and where the current risk sits. That is enough to start a serious implementation discussion.