OSForBiz
Home
PricingROI CalculatorAboutContact

Your Data. Moved Safely. Zero Loss.

We migrate your customers, invoices, inventory, and transactions from Excel, QuickBooks, Shopify, or legacy ERPs into ERPNext. Cleanly and accurately.

70%of ERP failures are bad data migration
100%data validation
Included in all packages

Your Historical Data is Trapped

You have years of valuable business data scattered across:

Excel Spreadsheets

Multiple versions, conflicting data, no validation

QuickBooks

Can't easily export everything, proprietary format

Shopify

Order history, customer data, product info

Legacy ERPs

Proprietary formats, hard to extract

Paper Files

Yes, really. Physical documents to digitize

Old Databases

Custom systems, unknown structure

The Reality

70% of ERP implementation failures are caused by poor data migration.

Not the software. Not the training. Bad data.

Our 7-Step Data Migration Process

1

Data Audit

Identify all data sources, catalog what exists, assess data quality, estimate volume, identify gaps.

2

Extraction

Export data from all source systems, secure storage, document extraction process.

3

Cleansing

Remove duplicates, standardize formats, fix errors, fill missing fields, validate business rules.

4

Transformation

Map old fields to ERPNext fields, convert data types, recalculate values, generate import files.

5

Test Import

Import 10% sample data first, validate accuracy, test reports, client review.

6

Full Import

Import all data to production system, execute in correct sequence, handle errors gracefully.

7

Validation

Compare record counts, reconcile totals, spot-check records, generate validation report.

Data Types We Handle

Master Data

Customers

Name, contact info, addresses, credit limits, payment terms

Suppliers

Name, contact info, bank details, payment terms

Items/Products

SKU, description, pricing, categories, images

Employees

Personal info, job details, salary structure (HR packages)

Transactional Data

Sales Invoices

Invoice history, line items, taxes, payments

Purchase Invoices

Supplier invoices, line items, taxes

Inventory

Current stock levels, batch/serial numbers, valuations

Payments

Payment history, bank reconciliation

Opening Balances

Accounts Receivable

Who owes you money (aging by customer)

Accounts Payable

Who you owe money (aging by supplier)

Bank Balances

Starting bank account balances

Inventory Value

Stock value by item and warehouse

We Migrate From

Spreadsheets

  • • Microsoft Excel
  • • Google Sheets
  • • CSV files

Accounting Software

  • • QuickBooks
  • • Zoho Books
  • • Xero
  • • Tally
  • • Sage

E-commerce Platforms

  • • Shopify
  • • WooCommerce
  • • Magento

Legacy ERPs

  • • SAP (yes, we've done it)
  • • Oracle
  • • Microsoft Dynamics
  • • Focus Softnet

Before vs. After Cleansing

IssueBeforeAfter
Duplicates"ABC Trading", "ABC Trading LLC", "A.B.C. Trading""ABC Trading LLC" (merged)
Phone Format"0501234567", "+971-50-123-4567", "050 123 4567""+971 50 123 4567"
Missing FieldsNo email for 40% of customersEmail requested or marked "N/A"
Invalid Data"Dubai" in phone fieldCorrected to proper fields

Data Quality Scorecard

95%
Completeness
98%
Accuracy
100%
Consistency

Migration Timeline

Data VolumeTypical Timeline
< 500 records2-3 days
500-2,000 records1 week
2,000-10,000 records2-3 weeks
10,000-50,000 records3-4 weeks
50,000+ records4-8 weeks

Timeline depends on data quality, not just quantity. Clean data migrates faster.

Included in All Packages

Data migration is included in every implementation package:

PackageData Records IncludedComplexity
StarterUp to 500Basic (customers, invoices)
GrowthUp to 2,000Standard (+ inventory, suppliers)
ProfessionalUp to 10,000Advanced (+ historical transactions)
EnterpriseUp to 50,000Complex (+ multi-company)
ExtremeUnlimitedEnterprise (millions of records)

Additional Fees (If Needed):

Data exceeding package limits: Quoted based on volume

Complex transformations: AED 150/hour

Legacy system extraction assistance: Quoted per system

What If Something Goes Wrong?

We maintain comprehensive safety nets:

💾

Full Backup

Complete backup before migration starts

📜

Migration Scripts

Can re-run if needed for corrections

↩️

Rollback Procedure

Documented process to restore previous state

🧪

Test Environment

Validate everything before production

Worried About Losing Your Data?

Book a free consultation. We'll assess your current data situation and explain exactly how migration will work for your business.