Implementation Best Practices
The Enterprise ERP Data Migration Checklist
A step-by-step technical framework for cleaning, validating, and importing legacy data into Accurafin without operational downtime.
Step 01
Phase 1: Master Chart of Accounts (COA) Harmonization
Review existing general ledger codes. Consolidate obsolete sub-accounts and establish branch and department cost-center structures before importing opening balances.
Verification Checklist:
- Audit active GL accounts and eliminate duplicate entries
- Map tax liability accounts for UAE VAT, India GST, or Georgia RS
- Establish mandatory cost center tags for branch-level reporting
Step 02
Phase 2: Item Master & SKU Cleanse
Standardize product descriptions, units of measure (UOM), HSN/tax codes, and barcode data across all physical warehouses.
Verification Checklist:
- De-duplicate legacy SKU numbers and establish naming conventions
- Assign default purchase and sales pricing with currency codes
- Verify HSN/SAC codes for statutory tax calculation
Step 03
Phase 3: Customer & Supplier Directory Verification
Verify legal company names, tax registration numbers (TRN/GSTIN), payment credit terms, and authorized billing addresses.
Verification Checklist:
- Validate buyer and vendor tax IDs against regulatory portals
- Review sanctioned customer credit limits and outstanding days
- Separate vendor records from customer profiles for clean AR/AP
Step 04
Phase 4: Opening Stock & Cut-Over Balances
Conduct a synchronized physical stock count across all warehouses and reconcile opening trial balances as of cut-over date.
Verification Checklist:
- Lock physical inventory during cut-over count window
- Import warehouse-specific unit quantities and weighted average costs
- Post opening trial balance and verify debit-credit parity