ERP data migration starts with a clear field mapping
Moving poor records into a new system carries the old problems forward. A custom migration project can separate mapping, cleanup and duplicate review from the final transfer, with a testable result for each stage.
How can master data be prepared for an ERP or CRM migration?
Keep each source identifier, map fields into an agreed target model, standardize supported values and review duplicate candidates before the load. Run a limited test migration, then reconcile source counts, target IDs and rejected records. Transfer order and restart behavior depend on the target interfaces.
Make differences between systems explicit
Field ownership and mappings
Agree which system owns each field, how missing values are handled and what happens when the target cannot represent a source field. Keep unmapped fields visible rather than silently dropping them.
Relationships and duplicate decisions
Preserve account/contact relationships and billing/shipping semantics. Resolve duplicates with business owners and retain a source-to-target identifier map for traceability.
A rehearsed cutover
Define a change freeze or delta strategy, test idempotent retries where supported and reconcile results. Recovery steps must account for source automation and writes that already succeeded.
How it works
- 1
Inventory the sources
Identify systems, objects, relationships and data volumes. Clarify whether the scope is a one-off master-data load or later ongoing synchronization.
- 2
Approve the mapping
Document transformation rules, defaults, exclusions and duplicate decisions with the people who own the data. Check target requirements and permissions.
- 3
Rehearse a limited transfer
Use a test environment to load representative records, including failures and restarts. Compare source values, target values and dependent records.
- 4
Cut over and reconcile
Run the approved scope, record target IDs and review rejected or uncertain writes. Agree how later changes are handled before declaring the migration complete.
From two customer lists to one CRM
A group moving two customer lists into one CRM could retain both source numbers, normalize address roles and review likely duplicates before creating target Accounts. Tax and currency differences would stay visible rather than being overwritten by a blanket “latest value wins” rule.
Cross-system bulk transfer is not an existing self-service bulk feature. This is a custom migration example; invoices, payments, balances, stock and document history are not included unless separately designed.
Frequently asked questions
Is this the same as ongoing synchronization?
Can a target represent an address used for both purposes?
Can rejected records be retried?
Will transaction history move too?
What should your data process do differently?
Use the Contact page to describe your systems, record types and the problem you want to solve. We will agree the scope, access and acceptance criteria before implementation.