ERP Data Migration: Moving Years of Spreadsheets Without Losing Your Mind
A practical guide to migrating master data and opening balances into a new ERP — what to clean, what to leave behind, and how to validate before go-live.
Customers, vendors, products, raw materials, BOMs, processes, machines and more — clean, central masters that every transaction in the system builds on.
Each department keeps its own lists, so one raw material appears under five spellings and reports never add up.
Product recipes live with one senior person, making planning fragile and onboarding slow.
Typing thousands of items into a new system by hand stalls every ERP effort before it starts.
FlexgrewERP centralises reference data in dedicated masters — customers, vendors, products, raw materials, categories, transporters, machines, work centers, processes and rejection reasons — with bills of materials linking products to their inputs and item process cards defining how items are made. A built-in Excel import engine brings existing data in fast, and activation flags retire records without deleting history.
Capabilities
Complete business partner records used consistently across sales, purchasing and reporting.
Separate, structured masters for what you sell and what you consume, organised by categories.
Define each product's material recipe — the backbone of material checks, reservations and consumption.
Model manufacturing steps and where they happen, powering routing and efficiency reporting.
Machines with generated codes and brands, linked to work centers for planning.
Define the process sequence for items, connecting master data to shop-floor execution.
Supporting masters that keep dispatch and quality data consistent.
Bulk-import master data from Excel to go live in days, not months.
How it works
Import / Create
Masters set up via Excel or forms
Structure
Categories, BOMs, process cards
Transact
Documents reference masters
Maintain
Edit, toggle active, audit
Analyse
Consistent data, clean reports
Business outcomes
One item, one code, one name — figures finally match across teams.
BOMs and process cards live in the system, not in memory.
Excel import turns existing lists into working masters quickly.
Deactivate outdated records while preserving their transaction history.
FAQ
Customers, vendors, products, raw materials, categories, bills of materials, processes, work centers, machines, machine brands, item process cards, transporters, rejection reasons and units of measure.
Yes. Each product carries a BOM defining its material inputs, which production uses for material checks, reservations and requisitions.
Yes. The built-in Excel import engine loads master data in bulk, which is how most customers move off spreadsheets quickly during implementation.
Masters carry an active flag — deactivated records stop appearing in new transactions but keep their history intact for reporting and audits.
Works together with
Plan work orders, reserve materials, run batch cards and track process entries end to end.
Learn moreTrack raw material and finished stock live, with ledger, valuation, aging, transfers and reorder alerts.
Learn moreGranular roles and permissions, company settings, GST tax configs, document numbering and email templates.
Learn moreGuides
A practical guide to migrating master data and opening balances into a new ERP — what to clean, what to leave behind, and how to validate before go-live.
A clear explanation of the bill of materials — what it contains, how it drives planning, purchasing and costing, and how to build BOMs that actually work.
A module-by-module tour of a modern ERP — sales, purchase, inventory, production, quality, stores, planning and reporting — and how they connect to each other.
Book a personalised demo and we'll walk through this module using workflows that match your business.