Freeze the source period
Choose a clear cutover timestamp and prevent untracked transactions from being entered after final exports are produced.
Capture approved balances
Prepare customer, supplier, cash, stock and other required opening positions using signed-off source reports.
Load into the controlled workspace
Import or enter the approved balances using the agreed method and preserve import logs or supporting evidence.
Reconcile counts and totals
Compare record counts, outstanding balances, stock quantities and key control totals with the final source statements.
Approve go-live
Require business owners for finance, sales and inventory to confirm their area before live transactions begin.
Monitor the first operating period
Review exceptions daily and keep the old system read-only until the new process is stable and evidence is retained.
Validation and responsibility
- A successful technical import is not the same as a reconciled business migration.
- Do not delete historical source evidence immediately after cutover.