Every migration reconciles before anyone logs in. Trial balance, party ageing and stock valuation compared line by line against your existing books, and signed off by you - not discovered at the first month-end close.
"The migration from Tally to ERPNext was very smooth. Even at opening, our balance sheet matched exactly with 0.0 difference - which gave us full confidence in the system."Subrahmanya Reddy Finance Head, C.C. Shroff Memorial Hospital Read the full case study
The source system changes the extraction. It does not change the reconciliation, which is the part that actually decides whether a migration worked.
Ledgers, groups, stock items, opening balances and outstanding bills.
Same scope, current format, including GST masters and party details.
Chart of accounts, contacts, items, invoices and payments over the API.
Partners, products, journals and stock, mapped to ERPNext equivalents.
Extracts reconciled and mapped where the structures genuinely differ.
Common Indian accounting packages, exported and reconciled the same way.
Spreadsheet-run businesses, cleaned and deduplicated before import.
Anything with a database or an export. If it can be read, it can be moved.
Most businesses need far less history than they assume. Opening balances plus the current financial year covers it, with the old system kept read-only for anything older.
Every migration loads into staging first. If a run has to be repeated - and sometimes it does - nothing is at stake.
We pull the data out and profile it before touching ERPNext - row counts, duplicates, blank mandatory fields and structural surprises. You see the state of your own data, often for the first time.
Field-by-field mapping to ERPNext structures, agreed with your accountant. Duplicates merged, naming standardised and ledger groups aligned before a single record is imported.
Everything loads into a staging instance first, never straight into production. If a run has to be repeated, and sometimes it does, nothing is at stake.
Trial balance, debtors, creditors and stock valuation compared line by line against your existing system. You sign off on the variance before go-live - and the target is zero.
Migration is the stage where an ERP project most often goes quietly wrong. These are what stop that happening.
Trial balance, party ageing and stock valuation are compared against your existing books and signed off by you. On C.C. Shroff Memorial Hospital the opening balance sheet matched to 0.00 difference.
We read from exports and copies. Your Tally or Zoho instance keeps running exactly as it is throughout, so there is never a point where you have no working system.
Migration runs on staging until you sign off. Production cutover happens once, in a scheduled window, with a restore point taken immediately before it.
Duplicates, blanks and inconsistencies in your existing data are documented and shown to you, not quietly fixed. Some of them are decisions only you can make.
A look at your actual data tells us more than an hour of questions. You get an honest read on data quality, effort and timeline before committing to anything.