Migration Prep
ERPNext import-file preparation
Generate reviewable CSV/XLSX files first. Direct ERPNext API/database writes stay out of scope unless explicitly approved later.
Opening balances
Use Trial Balance for opening journal entry preparation after excluding separately migrated AR/AP/Inventory.
Open receivables
Prepare Opening Sales Invoices for open AR instead of duplicating AR in the opening journal.
Open payables
Prepare Opening Purchase Invoices for open AP instead of duplicating AP in the opening journal.
Inventory opening
Prepare Stock Reconciliation files for inventory balances and exclude inventory from opening journal totals.
Fixed assets
Prepare fixed asset import files with acquisition, accumulated depreciation, and location fields mapped.
Master data
Export customers, suppliers, items, and accounts only after mapping rules are reviewed.