Data Migration Overview

Migrating data from existing legacy systems or spreadsheets into NEXO 4 ERP is a crucial step in the onboarding process.

Migration Process

1. Data Assessment: Review existing data formats, quality, and legacy database structures.
2. Data Cleaning: Remove duplicates, correct formatting, and standardize naming conventions.
3. Template Preparation: Download standard CSV/Excel import templates from the ERP.
4. Data Mapping: Map legacy columns and fields to ERP doctype fields.
5. Test Migration: Import pilot datasets into a staging environment and verify accuracy.
6. Final Import: Perform opening balance imports and final master data imports before go-live.

Common Data Types to Migrate

• Chart of Accounts & Opening Balances
• Customers & Suppliers (with Contacts & Addresses)
• Items, Item Groups, and Units of Measure (UOM)
• Warehouses and Opening Stock Balances
• Fixed Assets and Depreciation Schedules