How to migrate data to an ERP without dying in the attempt

That’s great. You already have your ERP and are ready to get the most out of management software Microsoft Dynamics 365. But surely you have these doubts: Will I lose my company’s data? How do I move all the information to the new ERP? No need to worry. In today’s blog we explain some tips to achieve a simple, safe and uneventful data migration.

Getting Started 

In any project there must be a transfer of data that can be done automatically or manually. Our recommendation is that the data be entered manually to ensure a good quality of the project implementation. In this way, it increases the security of being running a successful migration and is of great help to familiarize yourself with the new ERP system.

Problems that may arise in automatic mode

Our solid experience has allowed us to check the multiple problems that appear in automatic migrations. From various incidents that worsen the boot to data that cannot be transferred due to the difference in the structures between the old platform and the new one.

Tips for crossing the tables

We know that it is not always viable, and, for that reason, we do not recommend transferring tables that have less than 200 records, since you may encounter some of the problems we have pointed out. 

Our advice is to migrate the master tables such as those of customers, products, suppliers; as well as the accounting journal, pending orders, and the portfolio pending collections and payments. In this way, all remaining tables are not recommended to be traversed.

How to make the transfer?

Rome wasn’t done in a day, and neither was a data migration.

It should be borne in mind that the transfer must be carried out gradually and following a clear order. First, master data (customers, products, suppliers…). This is a first contact with Microsoft Dynamics 365. Then, you start working with the pending orders and the wallet. Finally, the closed accounting in the previous application is transferred.