CRM & ERP Business Applications
CRM / ERP Data Migration
Planned migration of customers, products, transactions and history from spreadsheets or old systems into a new CRM or ERP, with cleansing, validation and reconciliation at every step.
Overview
Why it matters
for your business.
A new CRM or ERP is only useful if it starts with accurate data. Old systems often hold duplicate customers, inconsistent product codes, open transactions and years of history in formats that do not match the new platform. Rushed migrations cause wrong balances and lost trust on day one. We plan and run data migrations that your team can verify.
We profile your source data, agree what should move and what should be archived, and build mapping rules for each object. Data is cleansed and deduplicated, then loaded into a test environment for your team to check. Opening balances, open orders and outstanding invoices are reconciled against the old system before final cutover, with a rollback plan ready.
What's included
- Source data profiling and quality report
- Migration scope and field mapping document
- Cleansing, deduplication and transformation scripts
- Trial migrations in a test environment
- Balance and record count reconciliation reports
- Cutover plan with rollback steps
Outcomes
What changes
for your business.
Ideal for
- Businesses moving from Tally to an ERP
- Teams switching between CRM platforms
- Companies consolidating several legacy systems
Trusted opening data
Balances and records reconcile with the old system, so users trust the new platform from day one.
Cleaner records
Duplicate customers and inconsistent product codes are resolved before they enter the new system.
Controlled cutover
Rehearsed migrations and a rollback plan reduce the risk of disruption on go-live day.
How we deliver
A clear, accountable
process.
Every engagement follows the same disciplined approach, adapted to the size and urgency of your project.
- 01
Plan
We map your catalogue, customers, workflows and integrations, and agree the platform and scope.
- 02
Configure & build
Your store or system is set up and customised around how your business actually works.
- 03
Integrate & migrate
Payments, logistics, accounting and existing data are connected and moved over carefully.
- 04
Launch & optimise
We go live with training and support, then improve conversions and processes using real data.
Ways to work with us
- Fixed-price projectsDefined scope, milestones and deliverables.
- Implementation & integrationOne-time technology deployment and integration.
- Annual maintenance contractsScheduled maintenance and support agreements.
- Monthly managed servicesRecurring application, IT, marketing or infrastructure support.
FAQ
Common
questions.
Something else on your mind? Ask us directly.
How much historical data should we migrate?
Usually less than you think. Masters, open transactions and opening balances are essential. Detailed history from previous years is often better archived in a read-only format, because migrating it adds cost and complexity. We agree the cut-off with your finance and sales teams based on reporting and audit needs.
Will our business stop during the migration?
We plan cutovers to minimise downtime, often over a weekend or at month-end. Trial migrations beforehand reveal issues early, so the final run is predictable. For some businesses, a short freeze on new entries in the old system is needed while final data is moved and verified.
Let's talk about CRM / ERP Data Migration.
Tell us what you need and get a clear plan and proposal, free and with no obligation.