Migrate your Success ERP data

Customer records are typically held in flat tables. We map customer name, contact details, GSTIN, and billing address to the destination format, but credit limits and payment terms require manual verification against source exports.

Vendor master data follows a similar flat structure. We preserve vendor name, PAN/TAN, contact information, and payment terms. Bank account details for vendor payments must be confirmed as included in the export before mapping.

Indian accounting chart of accounts is typically exported as a standard ledger listing with account codes, names, and group assignments. We preserve the full hierarchy and group mappings for reconstruction at the destination.

Sales and purchase invoices can be exported row-by-row. GST amounts, HSN codes, and tax breakdowns are preserved where present in the export. We flag any invoices with missing GST details for customer review.

Item masters with stock quantities, rates, and UoM are mapped. Serial number tracking and batch information are preserved only if the export includes those fields, which varies by implementation.

Basic employee records including name, designation, department, and salary details are mapped. Leave balances and payroll history require separate export files which must be explicitly requested from the current vendor.

Custom fields added by the implementation partner are not documented in any public schema. We cannot detect or migrate custom fields without the customer providing the complete field list and export data directly.

Document attachments such as invoices, receipts, and contracts stored within the platform are not accessible via documented export mechanisms. Customers must separately extract attachments from the platform's file storage.