Implementation and Migration Guidance
What to Consider Before Migrating Business Data
11 August 2026 · 5 min read
Decide what history you actually need. Moving every old transaction isn't always necessary — opening balances and recent history are often enough.
Clean before you move: remove duplicate customers and items, standardise names and confirm balances.
Agree who signs off the migrated figures, and run a trial migration before the final one.
