Migrate your Herbst Insight ERP data

The Customers entity in Herbst Insight ERP holds billing, shipping, and contact details in a single master record. We map field names directly and preserve any associated credit-limit or payment-term values during import.

Suppliers store address, banking, and purchasing terms. We handle the vendor hierarchy if one exists and preserve any open PO references attached to the account.

Items carry pricing, cost, stock-control settings, and BOM data for manufacturing variants. We map the primary SKU and any variant attributes to the destination schema.

The COA is fully exportable and re-importable via the ledger structure. We preserve account codes, names, and posting-level flags. Tax codes are handled as separate mapping entities.

Open payables and receivables must be migrated as balanced header-level records with line-item detail to maintain referential integrity. We flag any orphaned lines and require explicit account mapping confirmation before loading.

Order history is exportable but complex. We extract header status, line items, and fulfillment links. Partial or voided orders require value-mapping decisions during scoping.

Stock records include location, batch, and serial number fields that vary by warehouse configuration. We harmonize multi-warehouse stock records and validate bin-level data against the destination system.

User records include role assignments and access permissions that do not map 1:1 to most destination systems. We extract the user list and flag permission fields that require manual reconfiguration.

Herbst Insight ERP allows custom fields within modules. We catalog all custom field definitions during discovery and map them to equivalent destination fields or store them as fallback properties.

Binary document storage (invoices PDFs, images, documents) is not accessible via standard export tools. We recommend exporting metadata and references separately and handling document transfer via the Herbst Web Portal or direct database access if available.

Payroll history including pay rates, deduction codes, and payroll runs is stored in a separate module. Due to country-specific compliance requirements, we migrate payroll summaries and effective-dated compensation records with explicit customer sign-off on jurisdiction rules.

Time entries and attendance logs are stored separately from HR records. We map timesheet data to the destination HRMS or payroll system and flag any integration dependencies on the Herbst Time and Attendance module.