04 · System Migration
Ready to move to a better business system?
Move to a better system without losing what matters.
Migration is where projects succeed or fail. We plan and manage moves between ERPs, CRMs and other applications, treating your data as the asset it is: assessed, cleaned, mapped, validated and reconciled before anyone depends on the new system.
What we do
Data assessment
Understand what data you have, where it lives and what condition it is in.
Cleaning
Remove duplicates and fix inconsistent records before they move.
Mapping & transformation
Translate fields, codes, units and structures between the old and new system.
Migration
Move the data in rehearsed, repeatable steps rather than one risky leap.
Validation & reconciliation
Prove that balances, counts and records match between old and new.
Post-migration testing
Test real scenarios and support the team through go-live.
How a migration runs
A structured sequence reduces risk and surprises.
1. Assess
Inventory data sources, volumes and quality.
2. Clean & map
Fix the data and agree how every field translates.
3. Trial migrations
Rehearse, compare results and fix issues early.
4. Validate & reconcile
Check totals, balances and sample records with your team.
5. Go live
Final migration with a clear cutover plan.
6. Test & stabilise
Post-migration testing and issue resolution.
Every migration carries risk, such as poor source data, unclear ownership of records and tight cutover windows. We surface these early and plan around them.
Typical scenarios
Examples of the problems this service is designed to solve.
- Moving from spreadsheets or a legacy accounting package into Odoo.
- Switching CRMs while keeping contact history and pipeline stages.
- Consolidating two ERPs into one after an acquisition.
Frequently asked questions
What are the main migration risks?
Poor-quality source data, fields that do not map cleanly, missing history, and users not being ready. Assessment, rehearsal migrations and reconciliation address each of these.
Can we keep running during migration?
Usually yes. We plan the cutover to minimise downtime and agree it with you in advance.
Do we keep our historical data?
That is a decision we make with you. Some history is migrated in full, some summarised, and some archived.
Related reading
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ERP
Odoo Implementation as Business Process Improvement, Not Just Software Installation
Why successful Odoo implementation starts with mapping your business processes, and how to structure an implementation that your team will actually adopt.
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Integration
How to Integrate Two ERP Systems: A Practical Approach
Integrating two ERP systems is mostly a data and process problem. Learn the steps: scope, master data, direction of sync, error handling and testing.
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Kenya
Business Software Integration Challenges in Kenya, and How to Plan Around Them
Common integration challenges for Kenyan businesses, from mixed legacy tools to payment connections and compliance, and practical ways to plan around them.
Also see: Business Automation · Systems Integration · ERP & CRM Optimization · Managed Support · Business use cases
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