Migrating from spreadsheets to a connected ERP

Step 1: Clean up your current data first

Before considering any new system, sit down with your team and settle: who are the actually active customers? What is the correct, current item list? What are the real stock balances right now? Sorting this out before migration saves a lot of headaches later.

Step 2: Migrate key opening balances, not everything

You don't need to import every invoice from the last five years. Pick a clear start date (like the first of next month), and migrate only opening balances — customer balances, stock levels, vendor balances — rather than trying to bring over every historical detail.

Step 3: Run both systems side by side briefly

Instead of dropping spreadsheets overnight, run the new system alongside the old process for two to four weeks and compare results. This gives you confidence the numbers are right before relying on the new system fully.

Step 4: Train on the basics first

Not everyone on the team needs to learn every feature on day one. Focus training on what your team does daily (recording an invoice, adding an item, tracking an order), and leave advanced features for a later stage once the basics feel comfortable.

Step 5: Assign one person to own the transition

During the first month after migration, one person on your team should be responsible for spotting issues and communicating with support — instead of everyone handling problems their own way.

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