ERPNext Data Migration Services

Move from a legacy ERP, accounting software or spreadsheets to ERPNext, with every balance reconciled.

Moving to ERPNext from SAP, Oracle, Tally, QuickBooks, Odoo, or spreadsheets? Our migration specialists handle data extraction, transformation, validation, and loading — carrying over your master records, chart of accounts, open balances and as much transaction history as your reporting needs.

Updated June 10, 2026

According to ECOSIRE, ERPNext data migration moves customer and supplier records, items, the chart of accounts, open invoices, stock and opening balances from a legacy ERP, accounting package or spreadsheets into ERPNext, and proves they match the source. At ECOSIRE a small migration under 100K records takes 2-4 weeks including validation, a medium one 4-8 weeks and a large one 8-16 weeks. ERP-to-ERP migration is a $7,999 add-on, and the $2,999 Starter implementation includes migration from spreadsheets or CSV.

Our Process

Data Assessment

Audit source system data quality, volumes, dependencies, and mapping requirements.

Mapping & Transformation

Design field mappings, data cleansing rules, and transformation scripts.

Trial Migration

Execute test migrations with full validation reports — iterate until perfect.

Production Cutover

Final migration with parallel run, user verification, and go-live sign-off.

Key Benefits

Multi-Pass Validation

Multi-pass validation checks record counts, balances and stock against the source before, during and after migration.

History on Your Terms

Master data, open items and opening balances always come across; optionally 2-3 years of transactions follow for reporting continuity.

Parallel Run Period

Run both systems side by side during transition to verify accuracy before cutover.

Rollback Plan

Every migration includes a tested rollback procedure — if anything goes wrong, we revert safely.

What's Included

Migration from SAP, Oracle, Tally, QuickBooks, Odoo

Spreadsheet and CSV data import automation

Chart of accounts mapping and GL migration

Customer, vendor, and item master migration

Historical transaction and journal entry migration

Data validation and reconciliation reports

Is this the right service for you?

A good fit if

You are moving to ERPNext from SAP, Oracle, Tally, QuickBooks, Odoo or spreadsheets.
You need open receivables, payables, stock and opening balances to match the old system on day one.
You want to decide which history comes across, master data only or some years of transactions, with the trade-offs explained.
You want the same team to handle the migration and, later, ERPNext version upgrades on a managed hosting plan.

Probably not a fit if

You want to move to a platform other than ERPNext or Odoo. We migrate ERP data into ERPNext and Odoo only.
You only need to import a short list of customers or items. ERPNext’s Data Import tool handles that without a project.
Nobody on your side can review the mapped data and sign off the opening balances.

Timeline, phase by phase

A small migration, under 100K records, takes 2-4 weeks including validation, across the phases below. A medium migration of 100K-1M records takes 4-8 weeks and a large enterprise migration 8-16 weeks: the phases are the same, with more trial loads.

Week 1

Data assessment

An audit of source data quality, volumes and dependencies, and a decision on how much history to bring across.

Weeks 1–2

Mapping and cleansing

A field-by-field map from the source tables to ERPNext DocTypes, duplicates merged, and codes and units of measure standardised.

Weeks 2–3

Trial migration

Full test loads into a staging ERPNext site with a validation report, repeated after every correction.

Weeks 3–4

Parallel run and sign-off

Both systems run side by side while your team compares the results, then signs off the opening balances.

Week 4

Production cut-over

The final migration in a planned window, reconciliation against the source, go-live sign-off, and support while your team works live.

Opening balances are posted at a cut-over date agreed with your accountant, usually a month-end or a year-end.

What it costs

The cost of a migration follows the number of source systems, the volume and quality of the data, and how much history you bring across. Clean master data with opening balances is the quickest route; years of transactions from several systems is the slowest.

Our published prices: ERP-to-ERP migration from SAP, Oracle, Tally or Odoo is a $7,999 add-on. The $2,999 Starter implementation includes data migration from spreadsheets or CSV, and the $14,999 Professional implementation includes data migration from a legacy ERP.

ERPNext has no per-user licence fee, so the migration and the hosting are the costs. Version upgrades after go-live, tested on staging first, are part of the $499 per month Professional managed hosting plan.

What you receive

A data assessment with volumes, quality issues and a decision on history
A field-by-field mapping document from your source system to ERPNext DocTypes
Repeatable migration scripts, and the validation report of every trial load
Chart of accounts, customers, suppliers, items and opening stock loaded and reconciled
Open invoices and bills, and opening balances tied to the source trial balance
A cut-over plan with a tested rollback procedure, and go-live sign-off

How to choose a provider

Ask any ERPNext migration partner these questions before you sign.

Do you migrate with repeatable scripts or by hand?
Scripts can run again after every correction and give the same result each time. Manual spreadsheet imports cannot, and errors creep in between attempts.
How will you prove the opening balances?
Ask for a reconciliation of the trial balance, receivables, payables and stock value at the cut-over date, signed off by your finance lead.
Who do you need from our side, and for how long?
A migration needs a named owner who can make decisions, a finance lead for balances and an operations lead for items and stock. A partner who needs nobody from your side is not checking anything.
How much history will you migrate, and why?
More history means more mapping and more validation. The partner should explain what each extra year adds in effort and what you gain in reporting.
What happens if the cut-over fails?
There should be a tested rollback procedure, and the old system should stay available until the go-live checks pass.

What moves into ERPNext, and with which tools

Each kind of data has its own route into ERPNext. Master data such as customers, suppliers, items and price lists is loaded through ERPNext’s Data Import tool or migration scripts. The chart of accounts goes in through the Chart of Accounts Importer, open sales and purchase invoices through the Opening Invoice Creation Tool, and opening stock with its valuation through a Stock Reconciliation.

Opening balances for the remaining accounts are posted as an opening journal entry at the agreed cut-over date, so the ERPNext trial balance on that date matches the old system.

Customers, suppliers, contacts and addresses
Items, variants, units of measure and price lists
The chart of accounts and opening balances
Open sales and purchase invoices
Opening stock per warehouse, with its valuation
Optionally, 2-3 years of transaction history

Migrating from Odoo to ERPNext

We work in both Odoo and ERPNext, so an Odoo-to-ERPNext migration is mapped model by model: Odoo partners become ERPNext customers, suppliers, contacts and addresses; products and their variants become items; invoices and journal entries become ERPNext invoices and journal entries; stock on hand becomes an opening Stock Reconciliation.

Custom Odoo modules have no direct equivalent. Each one is reviewed to decide whether standard ERPNext covers it, a custom DocType is needed, or its data stays in an archive. A typical Odoo-to-ERPNext migration takes 4-8 weeks, depending on complexity.

res.partner to Customer, Supplier, Contact and Address
product.template and product.product to Item and its variants
account.move to Sales Invoice, Purchase Invoice and Journal Entry
stock.quant to an opening Stock Reconciliation
Custom modules reviewed one by one

How migrated data is checked

Every trial load ends with a validation report, and the migration is only scheduled for production when that report is clean. The checks compare ERPNext with the source on the figures your business runs on, and every difference is either fixed in the scripts or explained and accepted by your team.

Record counts per DocType against the source
Trial balance at the cut-over date
Accounts receivable and payable per party
Stock balance per item and warehouse, and stock value
Spot checks of individual records by your team

Frequently Asked Questions

Can you migrate from Odoo to ERPNext?

Yes. We work in both Odoo and ERPNext, so an Odoo-to-ERPNext migration maps Odoo models to ERPNext DocTypes directly, moves the data with Python scripts and reconciles the result against the source.

How long does a data migration take?

Small migrations (under 100K records) take 2-4 weeks including validation. Medium migrations (100K-1M records) take 4-8 weeks. Large enterprise migrations with complex data relationships can take 8-16 weeks.

Can you migrate historical transaction data?

Yes. We migrate master data and optionally 2-3 years of historical transactions for reporting continuity. Data is validated in a staging environment before cutover.

What is ERP data migration, and when should you do it?

It is moving the data a business runs on, its master records, open documents and balances, from one system into another, and proving that it matches. The right time is a planned cut-over date such as a month-end or a year-end, once the new system is configured and your team has tested it on migrated data.

What goes wrong most often in an ERP migration?

Dirty master data comes first: duplicate customers, inconsistent item codes and units of measure. Then opening balances that do not reconcile, tax setups that differ between the two systems, and nobody on the client side with time to check the results. The data assessment surfaces each of these before the first trial load.

Who needs to be involved from our side?

A named project owner who can make decisions, a finance lead to agree the chart of accounts and sign off the opening balances, and an operations lead for items, warehouses and stock. Their time is needed most during mapping and the parallel run.

How much does an ERPNext migration cost?

ERP-to-ERP migration from SAP, Oracle, Tally or Odoo is a $7,999 add-on. Migration from spreadsheets or CSV is included in the $2,999 Starter implementation, and migration from a legacy ERP in the $14,999 Professional implementation. ERPNext itself has no per-user licence fee.

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Plan Your Migration

Tell us about your requirements and we will get back to you, usually within one business day, to scope a tailored proposal.