Start with shared records
Customers, vendors, items, stock locations, employees, roles, and approvals define the migration backbone. Clean these before moving every historical transaction.
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MIGRATION GUIDE
How to Replace Disconnected Business Apps
Do not replace every tool on day one. Map the records that must agree, move the highest-friction workflows first, keep exports available, and use consultants for data cleanup or integration risk.
Keep rollout measurable
Each phase should have a clear success measure: fewer duplicate entries, faster approvals, cleaner branch reporting, or reduced month-end reconciliation.