Migrate your Access ERP data

Access ERP maintains a standard chart of accounts with nominal ledger codes used across all modules. We export the full account structure including cost centre and department coding, preserving the account type and posting restrictions set in the source system.

Customer and vendor masters include address books, payment terms, credit limits, and tax codes. We migrate contact records, account balances, and outstanding invoice references. Multi-currency accounts are handled by preserving the functional currency setting and exchange rate history.

Items carry warehouse-specific quantities, reorder levels, and BOM structures that vary across modules. We extract the item master, stock quantities per location, and bill of materials, then map them to the destination's equivalent inventory schema, flagging any non-standard unit-of-measure conversions.

Open and history purchase orders are migrated with line items, quantities ordered and received, pricing, and supplier references. We preserve the order status and match closed orders to their received invoices in the AP ledger.

Open AR invoices are migrated with customer references, invoice dates, due dates, and outstanding amounts. We carry the full transaction history needed for credit management and debt collection in the target system.

Open AP is migrated with vendor references, invoice dates, due dates, and amounts. Historical paid invoices are migrated as closed records with their original payment references and bank statement lines preserved.

Access ERP stores document attachments at the transaction and master-record level. We export attachments in their native format and reattach them to the corresponding records in the target system. Very large attachment volumes may require a staged migration approach.

The platform is highly configurable and many customers add custom fields to standard objects or create user-defined tables for industry-specific data. These are not always exposed in standard exports. We identify all custom fields during the discovery phase and build a bespoke extraction query for each customer's live database.

User accounts carry role-based permissions, department assignments, and sometimes workflow approval limits. We export user records and map them to the destination's security model, noting any inactive accounts and reconciliation roles that will not translate directly.

Bank account masters and cash book balances are migrated including any outstanding unreconciled transactions. We preserve the bank account currency and reconciliation cut-off date to allow the target team to pick up bank reconciliation without re-entering opening balances.