Successful migration means clean data and clear rules:

  • Create a data dictionary for items, UOMs, and taxes.
  • Remove duplicates: one item name = one code.
  • Migrate masters first, then opening balances.
  • Test on a sample before final migration.
  • Document decisions: pricing, credit limits, returns policy.

If needed, we can run a data review workshop and produce a ready‑to‑fix list.