Keep the source untouched
Work from approved read-only extraction and preserve the original source evidence and backup position.
Migration succeeds when source data is understood, cleaned, mapped, tested and reconciled before production cutover — not when everything is copied simply because it exists.
Our implementation method for Hybrid ERP favors staged extraction, cleansing, trial migration, reconciliation, user validation and controlled final cutover.
Not all legacy data should be migrated simply because it exists. Retention and migration decisions should follow business, legal and reporting requirements.
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.
Work from approved read-only extraction and preserve the original source evidence and backup position.
Map accounts, customers, suppliers, open balances and other in-scope records, then resolve exceptions before cutover.
Trial balance and supporting positions should reconcile to agreed source reports before the production opening is accepted.
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.