# ERP Data Migration from Tally and Excel | BeatOS > Move customers, items, opening stock and balances from Tally, Excel or old software into BeatOS ERP, cleaned and matched to your books before go-live. URL: https://beatoserp.com/beatos/services/data-migration [Home](https://beatoserp.com/beatos) / Services / Data Migration 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](https://beatoserp.com/beatos#demo) What we need from you - Duplicates merged - Totals reconciled - Your sign-off first Migration run Checking Cut-off 31 Mar From Tally export Excel sheets Old software Cleaned 87 duplicate customers merged 34 GSTINs corrected Into BeatOS ERP | Check | Old books | BeatOS 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. ### Collect Agree the cut-off date We list the files we need, agree the cut-off date and how much history to bring. You Export the lists and reports from your current system. We Send ready templates and check each file as it arrives. ### Clean Duplicates and gaps Duplicates merged, names tidied, missing GSTINs, states and HSN codes filled in. You Answer the questions we cannot settle from the data. We Fix everything else and keep a list of every change. ### Trial load On a copy Everything is loaded into a copy of your new system, and the totals are compared with your old reports. You Look through your own customers, items and balances. We Explain and fix every difference we find. ### Final load Fresh closing figures With the final closing figures, the clean data goes into the live system. You Share the closing trial balance and stock on the cut-off date. We Load and match the totals again. ### Sign-off Ready for go-live You approve the matched totals. Your team starts the new year, or the new month, on clean data. You Approve the reconciliation. We Hand 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 migration 4 of 6 Shared folder - XLSX Customers and suppliers Name, GSTIN, state, mobile, email Received - XLSX Items HSN, unit, rate, batch-wise or not Received - XLSX Trial balance On the cut-off date Received - XLSX Stock summary By godown and batch Received - XLSX Outstanding invoices Receivable and payable, bill-wise Due Fri - XLSX Open orders Sales and purchase Due Fri FAQ ## About moving your data Send us a sample export and we will tell you what can come across. [Talk to us →](https://beatoserp.com/beatos#demo) **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 migration](https://beatoserp.com/beatos#demo)[See the full rollout](https://beatoserp.com/beatos/services/erp-implementation)