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Data Migration Service 02

Moved in clean. Matched to the rupee.

Customers, items, opening stock and balances moved from Tally, Excel or your old software, cleaned on the way, and checked against your own reports before anyone goes live.

Plan your migration What we need from you
  • Duplicates merged
  • Totals reconciled
  • Your sign-off first
Migration runCheckingCut-off 31 Mar
FromTally exportExcel sheetsOld software
Cleaned87duplicate customers merged34GSTINs corrected
IntoBeatOS ERP
CheckOld booksBeatOS ERP
Trial balance₹ 4,82,16,930₹ 4,82,16,930✓
Stock value₹ 1,06,40,212₹ 1,06,40,212✓
Receivables₹ 73,92,480₹ 73,92,480✓

What we move

Everything you need to work on day one.

We agree with you how much history to bring across. Usually that is your masters, the balances on a cut-off date, and whatever is still open.

Masters

Who and what you deal with
  • Customers with GSTIN and address
  • Suppliers with bank details
  • Items HSN, units, rates
  • Price lists by customer group
  • Employees for reps and HR
  • Chart of accounts your ledger names

Opening balances

As on your cut-off date
  • Ledger balances matched to trial balance
  • Stock by warehouse and batch
  • Receivables invoice by invoice
  • Payables bill by bill
  • Advances given and received
  • Bank balances with open cheques

Open work

Still in progress on the day
  • Sales orders not yet delivered
  • Deliveries not yet billed
  • Purchase orders not yet received
  • Open leads with their stage
  • Beats and customers per rep
  • Targets for the current period

How we check

Six checks before you sign off

Every difference is shown to you with the reason, and fixed before the final load.

Duplicates

The same party under two names, found by GSTIN, mobile and email, and merged.

87 merged

Missing details

GSTIN, state, HSN and units filled in, so invoices come out right from the first day.

34 GSTINs fixed

Trial balance

Every ledger total on the cut-off date matches your old books.

difference ₹ 0

Stock

Quantity and value match by warehouse, item and batch.

by godown

Ageing

Receivables and payables keep their original invoice dates, so overdue stays overdue.

invoice-wise

Your sign-off

You see the matched totals and approve them. Nothing goes live before that.

approved

The process

Practice first, then the real load.

A trial load shows every problem early, while there is still time to fix it calmly.

  1. Collect

    Agree the cut-off date

    We list the files we need, agree the cut-off date and how much history to bring.

    YouExport the lists and reports from your current system.
    WeSend ready templates and check each file as it arrives.

  2. Clean

    Duplicates and gaps

    Duplicates merged, names tidied, missing GSTINs, states and HSN codes filled in.

    YouAnswer the questions we cannot settle from the data.
    WeFix everything else and keep a list of every change.

  3. Trial load

    On a copy

    Everything is loaded into a copy of your new system, and the totals are compared with your old reports.

    YouLook through your own customers, items and balances.
    WeExplain and fix every difference we find.

  4. Final load

    Fresh closing figures

    With the final closing figures, the clean data goes into the live system.

    YouShare the closing trial balance and stock on the cut-off date.
    WeLoad and match the totals again.

  5. Sign-off

    Ready for go-live

    You approve the matched totals. Your team starts the new year, or the new month, on clean data.

    YouApprove the reconciliation.
    WeHand over the list of every change we made.

What we need from you

Six files to get started.

Exports from your current software are fine. We send templates for anything that is easier to fill in fresh.

  • Exports straight from Tally or your software are fine
  • We tell you within a day if a file is incomplete
  • One person on your side who knows the accounts
Files for migration4 of 6Shared folder
  • XLSX
    Customers and suppliersName, GSTIN, state, mobile, email
    Received
  • XLSX
    ItemsHSN, unit, rate, batch-wise or not
    Received
  • XLSX
    Trial balanceOn the cut-off date
    Received
  • XLSX
    Stock summaryBy godown and batch
    Received
  • XLSX
    Outstanding invoicesReceivable and payable, bill-wise
    Due Fri
  • XLSX
    Open ordersSales and purchase
    Due Fri

FAQ

About moving your data

Not sure what you have?

Send us a sample export and we will tell you what can come across.

Talk to us →
Can you move our data from Tally?

Yes. We work from Tally exports of your masters, trial balance, stock and outstanding bills, and match the totals against the same reports in Tally.

How much history should we bring?

Usually masters, balances on the cut-off date and open work. Older closed transactions can stay in your old system for reference, or come across if you need them in reports. We decide this together at the start.

What is a cut-off date?

The day your old system stops and the new one starts, often the start of a financial year or a month. Balances are taken as on that day.

What if the numbers don't match?

Then we don't go live. Every difference is traced to its entry, explained to you and fixed before the final load.

Can our team keep working during migration?

Yes. Your team keeps working in the old system until the cut-off, and the trial load happens on a copy, so daily work is not disturbed.

Other services

The rest of the rollout.

Start on clean data.

Send us a sample export and we will plan your migration with you.

Plan your migrationSee the full rollout