Data preparation
Match your source fields to ERPNext, find gaps and duplicates, and decide which records to move.
Move to ERPNext. Keep daily work moving.
Move your accounts, stock and sales to ERPNext.
Moving from QuickBooks, Tally, Zoho Books or spreadsheets? We review your exports, agree which records and history to move, and check the numbers before you switch. We also connect the tools you keep and support existing ERPNext systems.
WHAT’S INCLUDED
What we do.
Test imports and balance checks
Import sample records and compare balances, counts, and transactions before moving the full set.
ERPNext fixes and maintenance
Investigate problems, fix agreed issues, test the affected tasks, and document the changes.
MIGRATION PATHS
Move from your current accounting system.
Start with your software version, a sample export and the date you want to switch. We agree which records will move, test the import and reconcile the result with your finance team.
QuickBooks to ERPNext
- What we prepare
- Map exported accounts, customers, suppliers and items. Prepare unpaid invoices, advances and opening balances for the agreed switch date.
- What we check
- Compare the trial balance, customer and supplier ageing, tax accounts, currencies and bank balances. Agree how inventory values and any required transaction history will be handled.
The old built-in QuickBooks Migrator is no longer available in current ERPNext releases. We plan an export-and-import migration using current ERPNext tools.
TallyPrime to ERPNext
- What we prepare
- Review a Tally Masters XML export for accounts, customers, suppliers, items, warehouses and opening balances, including outstanding invoices and stock where supported.
- What we check
- Compare ledger totals, bill-wise outstanding amounts, stock quantities and values, currencies, units and GST fields. Review skipped records and resolve differences with your accountant.
Frappe’s Tally Migrator is currently tested on ERPNext v16 and TallyPrime. It covers masters and opening balances; historical transactions, TDS/TCS and payroll need a separate plan. GST fields require India Compliance.
Zoho Books to ERPNext
- What we prepare
- Assess exported customers, vendors, items, invoices, bills and payments. Map the records needed for operations and prepare the agreed opening position in ERPNext.
- What we check
- Check export date ranges and row limits, invoice references, credit notes, payment allocations, currencies and tax mapping. Reconcile outstanding amounts and the trial balance.
Zoho Books provides spreadsheet exports and backups. We check the actual files before confirming history, attachments or custom-field coverage; a backup is not an ERPNext-ready import.
BUSY or Marg to ERPNext
- What we prepare
- Begin with sample ledger, party, item, stock and outstanding-balance exports. BUSY documents Excel and XML exports; Marg documents Excel exports for items and ledgers.
- What we check
- Confirm the edition, available fields and transaction detail. Check bill references, batches and expiry dates where used, units, HSN/SAC codes, tax rates and opening values.
The migration scope is conditional on the export review. We confirm what can be imported, what needs manual preparation and which history stays in the old system before quoting the work.
Excel or a legacy ERP to ERPNext
- What we prepare
- Turn agreed CSV or Excel exports into ERPNext import templates for master records. Prepare separate opening invoices, stock and accounting balances as required.
- What we check
- Resolve duplicate names, missing IDs, inconsistent dates, units and account mappings. Compare record counts and control totals, then test linked records and daily transactions.
We review a representative file from each record type. Unsupported fields, custom workflows and detailed history are scoped separately after that review.
Opening balances or full history? Agree this first.
An opening-balance migration brings the records and unpaid amounts needed to continue trading from an agreed date. Moving closed invoices, settled payments and older journals is a separate scope: we first check whether the source detail can be recreated reliably. Keep the original records accessible for historical reporting.
Before switching, reconcile the trial balance, receivables, payables, bank, stock and other agreed control accounts. Check that opening invoices and ledger entries have not counted the same balance twice. Your finance owner approves the results and the final switch date.
For Indian businesses: check GST data with your accountant.
We confirm the ERPNext and India Compliance app versions, then map GSTINs, registration types, HSN/SAC codes, units and tax accounts. Your accountant reviews tax balances and sample invoices before go-live. E-invoicing, e-waybills and GST API access are agreed and tested separately where required.
ONGOING INTEGRATIONS
Keep your other systems connected.
Ongoing integrations are scoped separately from the migration. For each connection, we agree which system owns the data, the direction and frequency of updates, and who handles failures.
Shopify and WooCommerce
Agree the flow for orders, customers, items, stock and fulfilment. Test SKU and tax mapping, cancellations, refunds and repeated events before enabling the connection.
Shopify’s connector moved to a separate Frappe app. ERPNext’s old WooCommerce integration was deprecated in v15. We verify a connector’s compatibility and supported flows, or scope custom API work.
Payments and bank statements
Map provider settlements or bank statement files to the right ERPNext accounts. Test fees, refunds, combined payouts and duplicates, then reconcile the statement against accounting entries.
Importing a statement does not itself post the accounting entry. A direct bank feed or payment connection depends on the provider, region, app and access available.
Shipping and other APIs
Define the handoff for shipment requests, tracking updates or records shared with another system. Review the provider’s API, access permissions and the fields each side needs.
Carrier and app support is checked for your setup. We test failed requests, safe retries and duplicate prevention, and agree monitoring and maintenance responsibilities.
HOW DELIVERY WORKS
How we get
the work done.
STEP 01
Check your data or issue
Review sample exports for a migration, or reproduce the problem in your existing ERPNext setup.
STEP 02
Test the work
Try imports or fixes in a test environment before changing your live system.
STEP 03
Apply and check
Move the data or apply the fix, check the results with your team, and document what changed.
Move to ERPNext. Keep daily work moving.
Questions,
answered.
Can you move QuickBooks into ERPNext accounting?
We assess your exports and migrate agreed records into ERPNext’s accounting module. The old built-in QuickBooks migrator has been removed from current ERPNext releases, so we plan the import around your source data and target version. Opening balances, unpaid invoices and required history are agreed before work starts.
Can we keep Shopify or WooCommerce after moving to ERPNext?
Yes, a store can stay in place while ERPNext manages agreed operations. We first check the connector, supported versions and data it can exchange, then test orders, stock changes and failures. Ongoing synchronization is a separate piece of work from the initial data migration.
Can you migrate all our historical records?
That depends on your exports, data quality, and the records ERPNext can accept. We check samples first and agree what moves and what stays available in your old system.
Can you support an ERPNext setup built by someone else?
Yes. We review its version, customizations, documentation, and reported problems before quoting the work.
What does ongoing support include?
Support can cover troubleshooting, agreed fixes, and maintenance. Your proposal states the covered work, service hours, and response expectations; hosting is agreed separately.
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