Beginner3 min read
Prepare Existing Data for a Move
Organise your source records before discussing migration options.
Organise your source records before discussing migration options. This is a preparation checklist, not a screen-by-screen product manual. Confirm available features and exact steps in your current setup.
1
Protect the original records
Keep a secure original copy before editing files for migration.
- 1Identify the systems and files that hold your records.
- 2Create a backup using your existing system’s supported process.
- 3Remove unnecessary personal information from samples sent for evaluation.
2
Confirm what can be moved
Support for a particular source system, file format or field must be confirmed before you rely on it.
- 1Tell the team whether your records come from Tally, Excel or another system.
- 2Ask which formats and fields are currently supported.
- 3Confirm scope, responsibility, cost and timing before proceeding.
3
Validate before switching
Use an agreed sample and reconciliation process rather than assuming an import is complete.
- 1Review item, supplier and balance mappings with the team.
- 2Compare source and destination totals for the agreed sample.
- 3Keep the original backup and obtain approval before live use.
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