Eleven years of customers sit inside the old software, and nobody will move without them.
Data migration brings your item list, customers, vendors, balances and the history worth keeping into the new system, cleaned and checked before anybody goes live. Your own people verify a sample, not us. Once the cut-over date passes, the old software is read-only and nothing is being kept in two places.
This is the part that decides whether a new system is used or quietly abandoned. Not the screens. If a counter has to look up a khata balance in the old software, the staff will keep the old software open. Within a month there are two versions of the truth.
What comes across is agreed first, in writing: masters, opening balances, and how far back the history goes. It is cleaned, loaded, and checked by the people whose numbers they are. Then one date is fixed, and everybody works in one place after it.
What data migration and import does.
Decided before anything moves
Which lists, which balances, how many years of history. A short document, agreed, so nobody discovers a gap in month two.
Cleaned on the way in
Duplicate items merged, dead customers marked, missing GSTINs and phone numbers listed for somebody to fill in.
Balances that tie
Customer dues, vendor balances and stock are matched to your closing figures, with your accountant agreeing the total before loading.
A trial load first
Everything goes in once as a practice run. Your counter staff search for the customers and items they know, and tell us what is wrong.
One cut-over date
The old system becomes read-only. Running both for a month sounds safe and is the surest way to end with neither being right.
Imports that keep happening
A supplier price list, a bank statement, marketplace orders. The ones that repeat are set up as imports rather than a one-time job.
The people who open this every day.
Accounts assistant
Checks the balances against the old trial balance, line by line, before signing off.
Counter or store staff
Hunt for the items and customers they use daily. They find the mistakes nobody else would.
Owner
Agrees the cut-over date, and holds to it.
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Tally
- Your old billing software
- Excel and CSV files
- Product management
- Customer ledger
Products that include it.
How we would put it in.
Questions owners ask about data migration and import.
Our old vendor will not give us our data. What then?
It happens more often than it should. We work from whatever can be printed or exported, usually reports and PDFs, and rebuild the masters and balances from those. Some of it is retyping, and we will tell you how much before you commit.
Can we run both systems for a month to be safe?
We would advise against it. Two systems means two versions of every balance and staff choosing whichever is easier that day. Pick a date, move, and keep the old one open for looking up history.
How much history should we bring?
Balances always, and a year or two of transactions for most businesses. Older than that is better kept as an archive you can open when needed, rather than loaded and slowing everything down.
Who checks that it came across correctly?
Your people, because they are the only ones who know. The free technology audit usually starts here, by looking at what your current software can actually export.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle data migration and import today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
- No obligation
- We reply the same working day
- Your details stay private