Choose the migration scope
Decide whether to move active master data, opening balances and selected history. Avoid migrating every old record without a business reason.
Export source data
Create read-only source exports and preserve the original files before cleaning begins.
Map fields to the template
Use the HisabERP column names and keep one row per unique customer, supplier or product.
Remove duplicates and invalid values
Standardize names, phone formats, units, SKUs and identifiers. Record merge decisions for review.
Run a dry import
Load the data into a non-production or controlled workspace, review error messages and compare counts and totals.
Approve the final file
Freeze the approved version, record the reviewer and use the same file for the scheduled cutover.
Validation and responsibility
- Never place passwords, secret keys or payment credentials in an import spreadsheet.
- The published CSV templates define a preparation format; final import support depends on the implementation scope.