What we migrate
From the systems and files you use today
Migration is scoped with you as a one-time service.
Spreadsheets
Excel and other files that hold customers, products, suppliers or balances.
Existing software
Exports from your current accounting, ERP or business applications.
Master data
Customers, suppliers, products and employee records.
Opening balances
Balances to start your books in SmartERP.
Historical records
Earlier transactions where they are needed and the source allows it.
Legacy integration
Connections to systems that stay in use next to SmartERP (custom integration).
Our approach
Nine steps from assessment to cutover
Assess
List the data you have: sources, owners, volumes and quality.
Map
Match every source field to a SmartERP field.
Extract
Export from the current system, spreadsheets or databases.
Transform
Clean and reshape the data to fit SmartERP.
Validate
Check the prepared data against your source before it is loaded.
Import
Load into SmartERP first in a test copy, then in the live system.
Reconcile
Compare totals and counts with the source and review every difference with you.
User acceptance
Your team confirms that the data looks right in daily use.
Cutover
Switch to SmartERP on an agreed date.
What we promise, and what we do not
We reconcile every import against your source and show you the differences, so problems are found before go-live. We do not promise that a migration carries zero risk: the quality of the result depends on the quality of the source data.
Talk to SmartERP
Planning to move to SmartERP?
Tell us what you use today and we will tell you what can be migrated and how.