Prepare
Inventory all source files and systems, assign data owners, clean duplicate records, normalize item and vendor names, and decide how much history is required.
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CHECKLIST
ERP Data Migration Checklist
Data migration succeeds when teams define what must move, clean master data first, test samples, preserve audit context, and validate reports before go-live.
Validate
Run trial imports, compare opening balances and stock counts, review permissions, and document exceptions before the final import.