Scope and field mapping
Source-to-target mapping reviewed by process owners.
ERP/CRM Migration
Move business systems with clean, validated data.
ERPHUBs migrates ERP and CRM data between platforms with deduplication, field mapping, sandbox rehearsals and user training, so teams start on the new system with trusted records.
ERP/CRM MigrationDesigned and delivered by ERPHUBs
Why It Matters
Why ERP/CRM Migration Needs a Specialist Approach
Changing ERP or CRM touches finance, sales and operations at once. Success depends on clean data, mapped fields and users who trust the new system on day one. We handle extraction, cleansing, mapping, loading and validation with sign-off at each stage.
ERPHUBs migrates ERP and CRM data between platforms with deduplication, field mapping, sandbox rehearsals and user training, so teams start on the new system with trusted records.
Discuss your project0data loss targetReconciled at record level
Minutestypical cut-over downtimeWith replication and rehearsals
100%feature parity checkedRegression tests against the old app
Rollbackalways readyTested before the switch
What You Get
What Is Included in ERP/CRM Migration
Each deliverable is scoped, reviewed with you and handed over with documentation.
Data cleansing
Duplicates, bad formats and orphan records fixed before load.
Trial loads
Several rehearsals with reconciliation reports.
Historical data strategy
What to migrate, archive or leave behind.
Cut-over weekend plan
Freeze, final load, validation and go/no-go criteria.
Hypercare support
Priority support during the first weeks.
Bottlenecks and Fixes
Where ERP/CRM Migration Projects Get Stuck, and How We Design Around It
Dirty data
The bottleneck. Old duplicates and gaps are carried over.
How we design it. Cleansing, mapping rules and validation reports.
Target result: 0 data loss target
Process gaps
The bottleneck. The new system does not match old workflows.
How we design it. Process mapping and configuration before import.
Target result: Minutes typical cut-over downtime
Adoption risk
The bottleneck. Users revert to old habits.
How we design it. Training, floor-walking and phased go-live.
Target result: 100% feature parity checked
By Industry
ERP/CRM Migration: Bottlenecks We Solve, Industry by Industry
Every sector hits different walls. Here is what we see and how we design around it.
Sales teams
Bottleneck: Pipeline history is critical.
Our design: Lead, deal and activity history preserved with owners.
Finance
Bottleneck: Opening balances must match.
Our design: Ledger and open-item reconciliation.
Manufacturing
Bottleneck: BOMs and stock are complex.
Our design: Item, BOM and batch migration with checks.
HR
Bottleneck: Employee records are sensitive.
Our design: Controlled migration with access logs.
Migration Risk Control
Migration Risks and How We Remove Them
Migrations fail in predictable ways. We plan for each one before the first record moves.
Data loss or corruption
The risk. Records are altered or dropped during transfer.
Our safeguard. Checksums, record counts and sampled comparisons at every trial load.
Extended downtime
The risk. Users locked out during the switch.
Our safeguard. Continuous replication and a rehearsed, time-boxed cut-over.
Feature regressions
The risk. Behaviour differs from the old app.
Our safeguard. Automated regression suite and side-by-side user acceptance tests.
Lost reviews and users
The risk. Store changes reset ratings or break updates.
Our safeguard. Same bundle IDs, transfer-safe processes and staged rollouts.
Security gaps
The risk. New environment is configured loosely.
Our safeguard. Hardened landing zone, secrets management and access reviews.
Cost overruns
The risk. Cloud or licence costs exceed forecasts.
Our safeguard. Right-sizing, budgets and alerts from the first week.
Sign-off Checklist
How We Prove the ERP/CRM Migration Worked
Nothing goes live on trust. Each item below is checked, recorded and signed off with you before cut-over.
- Record counts match between source and target for every table
- Checksums and sampled records compared for critical entities
- All integrations and webhooks re-tested end to end
- User accounts, roles and permissions verified
- Performance matches or beats the old system under load
- Backup and restore tested on the new environment
How We Deliver
A Five-Step Delivery Path
- 1AssessInventory of code, data, dependencies and users.
- 2PlanTarget architecture, mapping and rollback plan.
- 3MigrateStaged moves with automated checks.
- 4ValidateReconciliation and parallel run.
- 5Cut overSwitch, monitor and retire the old system.
Typical stackZohoETLSandboxReconciliationTraining
Standards We Build To
Quality, Security and Compliance in ERP/CRM Migration
Record-level reconciliation
Counts, checksums and samples compared between old and new.
Rehearsed cut-over
At least one full dress rehearsal before go-live.
Security and compliance
Encrypted transfer, access control and audit logs.
User continuity
Accounts, sessions and settings carried across.
Planning
What Affects Timeline and Cost in ERP/CRM Migration
Typically 4 to 16 weeks depending on size, data volume and downtime limits.
Size and age of the system
Older, larger systems need deeper discovery.
Data volume
Large datasets need staged or replicated loads.
Downtime tolerance
Zero-downtime plans add engineering effort.
Third-party dependencies
Every library and integration must be replaced or re-tested.
Engagement Models
Ways to Work With ERPHUBs
Fixed-scope project
A clear scope, timeline and price for well-defined work.
Dedicated team
A named squad that works as part of your team month to month.
Support retainer
Ongoing fixes, updates and monitoring after launch.
Use Cases
Where ERP/CRM Migration Delivers the Most Value
Typical situations where clients bring us in, and what we design for each.
Tally, QuickBooks and legacy ERP
Move masters, opening balances and history into a modern system.
CRM to CRM
Contacts, deals, notes and attachments with owners and stages mapped.
Parallel runs
Run old and new side by side and reconcile before switching off.
User training
Role-based sessions and cheat sheets so adoption starts on day one.
Tools and Technology
How We Build ERP/CRM Migration
Assessment tooling
Code, data and dependency scans that size the work before quoting.
Data migration
Scripted extraction, mapping and validation with repeatable dry runs.
Parallel testing
Old and new systems tested against the same cases and datasets.
Cut-over controls
Freeze windows, rollback plans and live monitoring on go-live day.
Success Metrics
How We Measure ERP/CRM Migration Results
We agree measurable targets up front and report against them.
Data reconciliation
Record counts and balances matched between old and new systems.
Downtime
Planned cut-over windows measured in minutes where possible.
Defects after go-live
Open critical issues at day 7 and day 30.
User adoption
Logins and task completion compared with the old system.
Before You Decide
Questions to Settle Before Starting ERP/CRM Migration
Will users lose data or access?
Dry runs and reconciliation reports prove nothing is lost before cut-over.
How long will we be offline?
We plan the shortest safe window and rehearse it.
What if something goes wrong?
A tested rollback path is part of every migration plan.
Do you handle store and account details?
Yes, including bundle IDs, certificates and compliance forms.
After Launch
Support, Maintenance and Handover
Monitoring and fixes
Uptime, errors and performance watched, with fixes under agreed response times.
Updates and security
Dependencies, platforms and security patches kept current.
Enhancements
A monthly pool of hours for improvements, prioritised with you.
Training and handover
Documentation, recordings and sessions so your team stays independent.
Works With Zoho
Connected to the Zoho Apps You Already Use
Zoho
Connected by ERPHUBs, a Zoho Authorized Partner.
See howMore in App Migration
Related App Migration Services
FAQ
ERP/CRM Migration, Answered
Do you migrate to Zoho?
Yes. See our migration pages for 60+ platforms to Zoho CRM, Books, ERP and People.
Can you migrate between non-Zoho systems?
Yes, for custom or third-party platforms.
How do you avoid data loss?
Backups, mapped fields, sandbox testing and reconciliation reports.
How much does ERP/CRM Migration cost?
Cost depends on scope, integrations, compliance needs and the number of users or pages. After a short discovery we give a fixed or phased quote with clear milestones, so you can compare it with other options.
How long does ERP/CRM Migration take?
Typically 4 to 16 weeks depending on size, data volume and downtime limits.
What support do you provide after ERP/CRM Migration goes live?
We offer support retainers covering fixes, updates, monitoring and enhancements, plus a handover with documentation and training so your team is never locked in.
Start the conversation
Tell us about your ERP/CRM Migration project
Share your goal and constraints. A senior consultant replies with questions, options and a scoped quote.
Africa
ERP/CRM Migration: what Africa teams should plan for
Moving to Zoho from another system in Africa means mapping tax codes, currency and opening balances correctly the first time, then switching over between filing deadlines.
Cutover timed to your calendar
We avoid the busy filing windows: Nigeria: 21st of the following month: VAT return to FIRS; Ongoing: Check Kenya eTIMS and Egypt e-invoice onboarding.
VAT (country-specific) code mapping
Existing tax codes are matched to VAT (country-specific) (ZA 15%, NG 7.5%, KE 16%, EG 14% standard) in the Zoho Books (South Africa and Kenya editions where available).
Where your data lives
Your Zoho account is created on the Nearest data centre (EU/US/IN) per customer need (zoho.com).
Moves we see most here
Typical sources in Africa: Sage / Pastel, QuickBooks, Tally, Excel.
Yes. The Africa team configures it with the Zoho Books (South Africa and Kenya editions where available), USD and VAT (country-specific), and supports it Mon-Fri 09:00-18:00 CAT.
Zoho accounts for Africa use the Nearest data centre (EU/US/IN) per customer need (zoho.com). We confirm the data centre with you before any migration or integration starts.