Move the records. Prove the balances.

1. Define the cutover boundary

Choose a proposed cutover date and list every system that creates financial or stock transactions. Agree on what stops, what remains available for reference, and who authorizes the change.

2. Prepare the source records

Clean duplicate customers, suppliers, and items. Confirm account mappings, units, currencies, and warehouse names. Preserve source exports and agree on a stable identifier for each record.

3. Rehearse and reconcile

Import a representative sample before the full migration. Compare opening ledger balances, receivables, payables, stock quantities, and stock values with approved source totals. Investigate differences instead of masking them with a single adjustment.

4. Approve the switch

Rehearse the transactions the team will perform on day one. Keep a rollback decision point, an access plan for historical records, and a list of people responsible for unresolved issues. Confirm the actual cutover after business sign-off.

Plan the connections that stay

List the applications that will continue exchanging data with Frappe ERP. For each connection, identify which system owns the record, how often data moves, and who handles failed transfers. Describe your current systems and the migration or integration work you want to discuss in the enquiry below.

Your migration sign-off

• Source totals and matching target totals
• Exceptions with an owner and an agreed resolution
• Written acceptance from finance and operations