27/01/2025
When moving to a new ERP, one of the biggest questions is: How much historical data do we bring over?
Our recommendation: Transfer opening balances for customers and vendors and 12 months of financial (GL) history for reporting comparatives.
Here’s why:
✅ It’s Cost-Effective
Migrating excessive historical data can drive up costs without delivering much value. Focus on the essentials to keep your budget in check.
✅ Gets rid of the clutter
A lean dataset in your new ERP system means faster processing, smoother workflows, and easier data management.
✅ Simplifies your database
Most businesses rarely access data beyond a year old. Migrating outdated information adds unnecessary complexity to your new system.
✅ If you must keep it, you can find another home for your legacy data
Not ready to part with older data? You don’t have to. Retain it in your legacy system in “read-only” mode for reference if needed, migrate it to a data lake or reporting database, or export it to Excel!
Takeaway:
Migrating to a new ERP is your chance to start fresh. By keeping your data migration focused and purposeful, you’ll save time, money, and headaches—while ensuring your new ERP system is primed for growth.
What’s your biggest challenge with data migration? Drop a comment! 👇
