ERP migration services with data that reconciles

ERP migration services move your business data, and the processes that depend on it, from an old ERP, an accounting package or spreadsheets to a new ERP. The work covers profiling and cleansing the data, mapping each field, building repeatable load scripts, rehearsing trial loads, reconciling balances and counts with your finance team, and running a planned cutover with a rollback path.

Migration is the movement of data and operations from the old system to the new one. Implementation is the whole rollout of the new system, including process design, configuration, integrations, training and go-live. Migration is one workstream inside an implementation, and it can also be run alone, for example when you move an ERP you already run to the cloud. See ERP implementation services for the wider project.

Start by choosing the route: host the same software in the cloud, move to the vendor's cloud edition, or move to a different product. Then inventory customizations, integrations and reports, plan each one, run trial loads of the data, test performance from every site, and rehearse the cutover. Our guide to moving an on-premise ERP to the cloud compares the routes, and the risks and rollback guide lists what to prepare for.

Agree a history window with finance and auditors first. Active master data, opening balances and open transactions are migrated; older detail is summarized as totals or archived in a readable form. Every load is reconciled against the source, and the old system stays read-only for the retention period you set. The working checklist is in our ERP data migration checklist.

There is no fixed timeframe: the schedule for your ERP migration is set from your requirements in the Plan step. The free pilot of 2 to 3 key modules is ready in about 2 days, and with 1,200+ developers we have the capacity to deliver a complete system in as little as 2 weeks. The data volume, how clean the source is, the number of integrations and how many trial loads you need decide the length of a migration. The full project starts after you approve the pilot, and the scope, milestones and terms are agreed after it. Long-term support under a service level agreement (SLA) follows launch.

Timeline Digital does not publish prices for custom software, because every project is custom. The price is set in three steps: we analyse your requirements, build a free pilot of 2 to 3 key modules, and after you approve the pilot we agree the scope, milestones and commercial terms in writing. Any change request outside the approved scope is reviewed and agreed with you before extra work begins. The main drivers are the number of source systems, the data volume and quality, the number of data objects, the integrations to re-point and how many rehearsals you want.

We can extract data from systems that give us a documented export, database access or API, and load it into the target through its supported import routes. Timeline Digital holds no vendor partner status or certifications. If a vendor requires its own certified partner for changes inside its product, we work alongside that partner on data, mapping and testing.

Yes. Trial loads and rehearsals run beside the live system, so operations continue. A short freeze on changes around the final cutover is normal; it is planned for a quiet period, agreed in advance, and the old system stays available read-only afterwards.

The rollback plan applies. It names the failed checks that trigger it, the person who decides, how the old system is reopened and how any transactions entered in the new system are re-entered. The plan also states the point after which rolling back is no longer practical, usually after the first period-end close.

Yes. Spreadsheets need the most cleansing because they have no enforced structure, so we profile them first, agree validity rules with their owners and map them into the ERP. Accounting packages usually export well, and opening balances and open invoices are reconciled to the trial balance.

You do. The load scripts, mapping sheets, reconciliation reports and runbooks transfer to you on full payment, and a non-disclosure agreement can be signed before you share sensitive data. Masked copies of personal or financial data can be used for rehearsals where your data policy requires it.

Your team owns the business rules: what each field means and which records are live. A partner does the mapping, loading and reconciliation, and the new ERP vendor configures the target system. Agree who signs off each reconciliation. Timeline Digital takes the mapping, loading and reconciliation role, with your team approving every checkpoint.

A chart of accounts migration maps every old account to a new account in a mapping table, loads opening balances by period, and proves the result by showing that the trial balance in the new system equals the old one. Accounts that no longer fit are merged or retired, and the mapping is kept as evidence for finance and auditors.

During a phased migration the cloud ERP and the legacy system exchange data through scheduled or event-based interfaces, and each record type has one system of record at every stage, so nothing is entered twice. The interfaces are tested at each phase and retired as modules move. See moving an on-premise ERP to the cloud.

Match items on agreed keys such as manufacturer part number, GTIN or supplier code, then review near-matches by hand, because a name that differs by one character may still be the same product. Choose one master record per SKU, map the duplicates to it, and keep a cross-reference so old codes still resolve in orders and reports.

Subsidiaries migrate into one ERP by agreeing a shared chart of accounts, setting up each legal entity, matching shared customers and suppliers, loading intercompany balances, then loading opening balances per entity. Each stage is reconciled to the source ledger before the next starts, and a parallel period confirms the result, as set out in the multi-entity section above.

Load intercompany balances as matched pairs, so what one entity shows as receivable equals what the other shows as payable, in the same currency and at the same date. Differences are resolved in the source systems before loading. Eliminations are then run in the new ERP from the loaded balances and checked against the old consolidation.

Load and reconcile the item master, bills of materials, routings, work centres and units of measure first, because work orders refer to them. Then decide which orders are open and which are closed, agree a cut-off date, and count work-in-progress quantities so open orders start with correct stock and costs.