KEEN SYSTEMS - Business software data migration: a practical preparation guide
Preparation checklist - 2 November 2026
https://keensystems.online/guides/business-software-data-migration

Prepare a migration by defining what must move, preserving a controlled source export, mapping identifiers and units and reconciling a sample before cutover. Approve opening stock and account balances explicitly; a completed import is only one step in establishing a reliable starting position.

[ ] 1. Inventory the source systems and export formats.

[ ] 2. Agree masters, opening figures, history and attachments in scope.

[ ] 3. Preserve a controlled source export.

[ ] 4. Name data owners who can approve corrections.

[ ] 5. Resolve duplicate item, customer and supplier identities.

[ ] 6. Map units, locations and decimal rules.

[ ] 7. Agree cutoff and opening-balance definitions.

[ ] 8. Run a sample import and inspect detailed exceptions.

[ ] 9. Reconcile record counts and business totals.

[ ] 10. Define source-entry handling during cutover.

[ ] 11. Test backup restoration and restrict export access.

[ ] 12. Approve the first operating cycle and correction process.

Notes and questions:


Contact: https://keensystems.online/contact?topic=business-software-data-migration
Use this as a discussion aid; agree project-specific acceptance criteria.