To assist you in migrating data from your legacy system to our ERP, we provide CSV file templates for each module. These templates can be downloaded in the settings section.
We strongly recommend cleansing and validating the data before transcribing it into the CSV file.
Ideally, the migration should take place at the beginning of a new financial year, after the previous financial year's statements have been audited. This approach simplifies the process as you only need to transfer the balance sheet items from the previous year as opening balances for the new financial year.
However, it is also possible to conduct a data migration during a financial year. In this case, we suggest determining a convenient cut-over date, typically the first day of a new quarter or the second half of the financial year. Prior to the migration, it is preferable to prepare and validate financial statements as of the end of the previous quarter or half. During the migration, you would only need to migrate the general ledger closing balances of the balance sheet items as opening balances for the new quarter or second half of the financial year. This approach requires combining financial statements from two periods (pre-migration and post-migration) to arrive at combined financial statements at the end of the financial year.