Wondershare EdrawMind
MindMap Gallery ERP Data Migration
- 118
- 3
ERP Data Migration
ERP (Enterprise Resource Planning) data migration refers to the process of transferring data from an old or legacy system to a new ERP system. Successful data migration ensures the accuracy, integrity, and accessibility of data in the new system, enabling organizations to continue their operations seamlessly. This mind map outlines the key steps involved in ERP data migration. By following these steps and best practices, organizations can minimize risks, ensure data quality, and achieve a smooth transition to their new ERP system.
Edited at 2023-09-27 13:48:35
- Recommended to you
- Outline
ERP Data Migration
Migration rules
Product data
Only Carrying item or with Open Stock records
Supplier data
All existing Product Supplier
Other Supplier?
Purchase data
Open Purchase Order only
Customer data
All customers
Sales data
Open Sales Order only
Carriers data
Stock Level data
All Open Stock with OnShelf, Coming Stock and Reserved Stock
Product data
1. before stocktake
1.1. Product List
1.1.1. Data Setting
1.1.1.1. SKU format
1.1.1.1.1. Done
1.1.1.2. UOM setting and applying rule
1.1.1.2.1. Done
1.1.1.3. Description format
1.1.1.3.1. (Janice) To confirm the Descript format
1.1.1.3.2. (Royi) Auto generate the Description data
1.1.2. Data Cleaning
1.1.2.1. Idendify what items to be required to migration
1.1.2.1.1. Info
1.1.2.1.1.1. MER team review UOM setting and product if required
1.1.2.1.1.1.1. NON-IKEA reviewed
1.1.2.1.1.1.2. IKEA on going
1.1.2.1.1.2. Fill up the Range name and MER-CAT
1.1.2.1.1.3. Review Product SKU format generator rule
1.1.2.1.1.4. Import the manual review UOM data
1.1.2.1.1.5. Required->Not Required (Pending item)*need to double check due to stock is closed
1.1.2.1.1.6. Generate new reviewed Product list
1.1.2.1.2. Done
1.1.2.2. Confirm and assign SKU with Unique identifier and UOM
1.1.2.3. Fill up the Product General info
1.1.2.4. Generate DEAR Product id
1.1.3. Data Import
1.1.3.1. Import the item list (first round)
1.1.3.2. Set the UOM
1.1.3.2.1. Done
1.1.3.3. Set the Product Account rules
1.2. Product BOM
1.2.1. Data Cleaning
1.2.1.1. (DATA) Review existing Product BOM setting
1.2.1.1.1. Done
1.2.1.2. (DATA) Transform the Product BOM data with DEAR product SKU
1.2.1.2.1. Done
1.2.1.3. (MER) Review the Producct BOM data
1.2.2. Data Import
1.2.2.1. Set BOM list for each Assembly BOM items
1.3. Package Info
1.3.1. Data Cleaning
1.3.1.1. Review existing Product Package data for Single Item & Part Item package
1.3.1.2. Confirm Barbcode
1.3.1.3. Filter the item list of unknown package info
1.3.2. Data Collection
1.3.2.1. Confirm each Single Item & Part Item package
1.3.2.2. Ask the vendor to collect the package info
1.3.2.3. Check Physical package to identify the package info
1.3.3. Data Import
1.3.3.1. Finalise the package info for each product data
1.3.3.2. Set Package Info for each product data
1.4. Supply Info
1.4.1. Data Cleaning
1.4.1.1. Review Product Cost data
1.4.1.1.1. Part Item do not have Product cost
1.4.1.1.1.1. Average by Qty?
1.4.1.1.1.2. Average by CBM?
1.4.2. Data Import
1.4.2.1. Set Product Cost on each product
1.4.2.2. Set Supplier Info on each product
1.4.2.3. Set Dropship option on Dripship product
1.5. Stocktake preparing
1.5.1. Data Setting
1.5.1.1. Review Product Image
1.5.1.1.1. (Maggie) Sorting the Main Image
1.5.2. Summary
1.5.2.1. SKU
1.5.2.2. Product name
1.5.2.3. Main Image
1.5.2.4. Barcode
1.5.2.5. BOM Info
1.5.2.6. UOM
1.5.3. WHS Preparation
1.5.3.1. Place barcode on physical packages
1.5.4. Data Import
1.5.4.1. Upload Main Product Image
1.6. Remaining items
1.6.1. *All the OnShelf items
1.7. Service Item
1.7.1. Data Setting
1.7.1.1. SKU format for service item
1.7.1.2. UOM setting and applying rule
1.7.2. Data Cleaning
1.7.2.1. Review what Service item we need
1.7.2.2. Generate Service item list
1.7.3. Data Import
1.7.3.1. Import the Service item list
2. before launching
2.1. Remaining items
2.1.1. Review remaining item
2.1.2. Finalize the product item list
2.1.2.1. Remove product if DSIC item from "with opening stock records" to "without opening stock records"
2.1.2.2. Add product for new listing items or item was set Pending
2.1.3. Last call fill up product info data
2.1.3.1. Product general info
2.1.3.2. Product Package info
2.1.3.3. Product Supply info
2.1.4. Finalize Assembly BOM list
2.1.5. Data Import
2.1.5.1. Import/Update the DEAR Inventory List
2.1.5.2. Import/Update DEAR Assembly BOM list
2.2. Product Listing
2.2.1. Data Setting
2.2.1.1. PDP content & template
2.2.1.2. Product Image
2.2.2. Data Cleaning
2.2.2.1. Store the Product Image in Dropbox
2.2.2.2. Generate PDP contect data wiithin DEAR Product Description
2.2.3. Data Import
2.2.3.1. Upload the PDP content for each listing product
2.2.3.2. Upload the Product Image in Cloudinary
2.2.4. OC Testing
2.2.4.1. Test OC data sync and listing
2.3. Stock Locator
2.3.1. DATA Testing
2.3.1.1. Get Product data
2.3.1.2. Calculate ETA_id
2.3.1.3. API bulk update the ETA_id or other Product Tags
3. After launching
3.1. Product Attribute
3.1.1. Data Cleaning
3.1.1.1. Review the Product Attribute setting
3.1.1.2. Apply the Product Attribute for each product
3.1.2. Data Import
3.1.2.1. Set the Product Attribute for each product
Stock Level data
1. before stocktake
1.1. Warehouse Bin
1.1.1. Data Setting
1.1.1.1. Confirm Warehouse Bin location setting
1.1.1.1.1. Done
1.1.1.2. Confirm header mapping
1.1.1.3. Create Data dictionary
1.1.1.3.1. ^ Header
1.1.1.3.1.1. Bin name
1.1.1.3.1.2. Warehouse/Location
1.1.1.3.1.3. Bin description
1.1.1.3.1.4. Storage rules
1.1.1.3.1.5. Storage dimension
1.1.2. Data Cleaning
1.1.2.1. Transform to DEAR Warehouse Bin location records
1.1.3. Data Import
1.1.3.1. Import Warehouse Bin location data
2. After Stocktake
2.1. Stock on hand
2.1.1. Data Setting
2.1.1.1. Confirm how to Purchase Attribute Setting
2.1.1.2. Confirm header mapping
2.1.2. Data Cleaning
2.1.2.1. Filter Open Purchase Order only
2.1.2.2. Transform to DEAR Purchase records
2.1.2.3. Calculate existing stock on hand product cost
2.1.3. Data Import
2.1.3.1. Import Stock level with Qty and Product Cost
3. before launching
3.1. Sales records
3.2. Purchase records
3.3. Stock Adjustment
4. After launching
4.1. Stock on shelf
4.1.1. Data Process
4.1.1.1. Review how to calculate stock on shelf (stock on hand + assembled stock)
4.1.2. Data Sync
4.1.2.1. TBC
Customer data
1. before stocktake
1.1. Brainstorm
1.1.1. Data Setting
1.1.1.1. Review Data Flow for OC to DEAR
1.1.1.1.1. "Customer Name" format
1.1.1.1.1.1. Done
1.1.1.2. Review Data Structure
1.1.2. Data Collection
1.1.2.1. Download OC customer data
1.1.2.2. Download Omins Customer data from CD-Base
1.1.2.2.1. Done
1.1.2.3. Download Omins Customer data from SO-Base
1.1.2.3.1. Done
1.1.2.4. Store the data files in Dropbox folder for 1st round data sorting
1.1.2.4.1. Done
1.1.2.5. Import the data into Excel (Power Query)
1.1.2.5.1. Done
1.1.3. DATA Sorting
1.1.3.1. Data Sorting process
1.1.3.1.1. Group by Name & Email
1.1.3.1.1.1. Done
1.1.3.1.2. Group by Name
1.1.3.1.2.1. Done
1.1.3.1.3. Group by Email
1.1.3.1.3.1. Done
1.1.3.1.4. Group by Email prefix
1.1.3.1.4.1. Done
1.1.3.1.5. Group by Phone_1
1.1.3.1.5.1. Done
1.1.3.1.6. Group by Phone_2
1.1.3.1.6.1. Done
1.1.3.2. Customer identify
1.1.3.2.1. Sorting customer data with single mapping with name and email
1.1.3.2.1.1. Unique customer
1.1.3.2.1.1.1. 100% not similar string
1.1.3.2.1.1.1.1. e.g. RoyiD with royid@gmail.com
1.1.3.2.1.1.1.2. e.g. RoyC with royic@yahoo.com
1.1.3.2.2. Sorting customer data with single email with multiple name
1.1.3.2.2.1. ^example
1.1.3.2.2.1.1. e.g. RoyiD with royic@gmail.com
1.1.3.2.2.1.2. e.g. RoyC with royic@gmail.com
1.1.3.2.2.2. Check address
1.1.3.2.2.2.1. Same customer if same address, and use the Name with the longer length name
1.1.3.2.2.2.1.1. RoyiC <--Combined Royi Chiu <--Selected
1.1.3.2.3. Sorting customer data with same name with multiple email
1.1.3.2.3.1. ^example
1.1.3.2.3.1.1. if email is related or address is same
1.1.3.2.3.2. Check the email prefix if the suffix were typo issue
1.1.3.2.3.2.1. RoyiC@google.co <--Combined RoyiC@google.com <--Selected
1.1.3.2.3.3. Check address
1.1.3.2.3.3.1. Same customer if same address, and use the Name with the longer length name
1.1.3.2.3.3.1.1. RoyiC@google.co <--Combined RoyiC@google.com <--Selected
1.1.3.2.4. Unknown customer
1.1.3.2.4.1. Unknown customer
1.1.3.2.4.1.1. - may be similar but hard to tell if the same customer - would need to double check the address for further verify
1.1.3.2.4.1.1.1. e.g. RoyiC with royic@gmail.com
1.1.3.2.4.1.1.2. e.g. Royi with royic@yahoo.com
1.1.3.2.4.2. Different customer
1.1.3.2.4.2.1. if different address or unknown relationship between names, email or address
1.2. Customer List
1.2.1. Data Setting
1.2.1.1. Confirm customer list with customer name format
1.2.1.1.1. ^Info
1.2.1.1.1.1. (1) Upper case of default email
1.2.1.1.1.1.1. Done
1.2.1.1.1.2. (2) "Guest Account" if without email address but remaining sales order
1.2.1.1.1.2.1. TBC
1.2.2. Data Cleaning
1.2.2.1. Review Combine Possible customer records
1.2.2.1.1. Create Combine Possible customer table
1.2.2.1.1.1. Done
1.2.2.1.2. Brief Tessa and Delfin to handle the Combine reocrd check
1.2.2.1.2.1. Done
1.2.2.2. Remove duplicated but misspelling name
1.2.2.2.1. e.g. "RoyiC" and "Royi Chiu" under "royi@urbansales.co.nz"
1.2.2.3. Remove duplicated but misspelling email
1.2.2.3.1. e.g. "royi@urbansales.co.mz" for "royi@urbansales.co.nz"
1.2.3. Data Import
1.2.3.1. Import the customer information list to DEAR
1.2.3.1.1. Pending to start
1.3. Customer Contact
1.3.1. Data Setting
1.3.1.1. Confirm Default contact setting
1.3.1.1.1. Latest email with OC order, otherwise latest email in all orders
1.3.2. Data Cleaning
1.3.2.1. Generate the Customer Contact data mapping to DEAR Customer Name
1.3.2.1.1. Pending to start
1.3.3. Data Import
1.3.3.1. Import the customer contact per customer
1.3.3.1.1. Pending to start
1.4. Customer Address
1.4.1. Data Setting
1.4.1.1. Confirm how to identify the address type
1.4.1.1.1. Single address applying to both Billing and Shipping?
1.4.1.1.2. Shipping order address to be shipping address?
1.4.1.1.3. Pickup order will not set any address?
1.4.1.2. Sort the address data into DEAR Address with DEAR Address headers
1.4.2. Data Cleaning
1.4.2.1. Generate the Billing address data for each customer (which has address records)
1.4.2.2. Generate the Shipping address data for each customer (which has address records)
1.4.3. Data Import
1.4.3.1. Import the customer address data
2. before launching
2.1. Remaining items
3. After Launching
3.1. Customer Attribute
3.1.1. Data Setting
3.1.1.1. Confirm how to Customer Attribute Setting
3.1.1.1.1. Personal customer (B2C)?
3.1.1.1.2. Company customer? (B2B)?
3.1.2. Data Cleaning
3.1.2.1. Review and set the Customer Attribute
3.1.2.2. Fill up the Customer Attritbute for required customer records
3.1.3. Data Import
3.1.3.1. Import Customer Attribute data for required customer records
Sales data
1. before stocktake
1.1. Sales List
1.1.1. Data Setting
1.1.1.1. Confirm how to Sale Attribute Setting
1.1.1.2. Confirm header mapping
1.1.2. OC Testing
1.1.2.1. Test OC data sync
1.2. Sales Item
1.2.1. Data Setting
1.2.1.1. Confirm header mapping
1.2.2. OC Testing
1.2.2.1. Test OC data sync
1.3. Sales Payment
1.3.1. Data Setting
1.3.1.1. Confirm header mapping
1.3.2. OC Testing
1.3.2.1. Test OC data sync
2. After stocktake
2.1. Sales List
2.1.1. Data Cleaning
2.1.1.1. Filter Open Order only
2.1.1.2. Transform to DEAR Sale Order records
2.1.2. Data Import
2.1.2.1. Import Sale Order data
2.2. Sales Item
2.2.1. Data Cleaning
2.2.1.1. Transform to DEAR Sale Item records
2.2.2. Data Import
2.2.2.1. Import Sales Item data
2.3. Sales Payment
2.3.1. Data Cleaning
2.3.1.1. Transform to DEAR Sale records
2.3.2. Data Import
2.3.2.1. Import Sales Payment
3. before launching
3.1. Remaining Order
Supplier data
1. 1st migration
1.1. Product Supplier
1.1.1. Data Cleaning
1.1.1.1. Confirm the Supplier Name format
1.1.1.2. Generate Product Supplier data with DEAR format
1.1.2. Data Import
1.1.2.1. Import Product Supplier data
2. before launching
2.1. Product Supplier
2.1.1. Data Cleaning
2.1.1.1. Confirm the Supplier Contact data
2.1.1.2. Comfirm the Supplier Address data
2.1.1.3. Generate Product Supplier data with DEAR format
2.1.2. Data Import
2.1.2.1. Import Product Supplier data
2.2. Service Supplier
2.2.1. Data Setting
2.2.1.1. Sea Freight company?
2.2.1.2. Carriers (Shipping company)?
2.2.1.3. Other companies with expense records
2.2.2. Data Import
2.2.2.1. Import Service Supplier data
Purchase data
1. 1st migration
1.1. Purchase List
1.1.1. Data Setting
1.1.1.1. Confirm how to Purchase Attribute Setting
1.1.1.2. Confirm header mapping
1.1.2. Data Cleaning
1.1.2.1. Filter Open Purchase Order only
1.1.2.2. Breakdown by IBS_id and Vendor
1.1.2.3. Transform to DEAR Purchase records
1.1.3. Data Import
1.1.3.1. Import Purchase List data
1.2. Purchase Item
1.2.1. Data Setting
1.2.1.1. Confirm header mapping
1.2.2. Data Cleaning
1.2.2.1. Transform to DEAR Purchase records
1.2.3. Data Import
1.2.3.1. Import Purchase Item for each Purchase records
1.3. Purchase Payment
1.3.1. Data Cleaning
1.3.1.1. Confirm the Purchase Payment records for Product Purchase
1.3.1.2. Confirm the Purchase Payment records for Landed Cost
1.3.2. Data Import
1.3.2.1. Import Purchase Payment data
2. before launching
2.1. Remaining Order
Carriers data
1. 1st migration
1.1. Carriers
1.1.1. Data Cleaning
1.1.1.1. Confirm what Carriers we are using
1.1.1.2. Confirm the Tracking Url data per Carriers
1.1.2. Data Import
1.1.2.1. Import Carriers data
DEAR Systiem Setting
before launching
User account & permission
Finance setting
Additional Attribute
Email Template
Purchase Order Template
Purchase Invoice
Sales Order Template
Sales Invoice
Order Pick form
Sale Payment follow notification
Sale Order ATP_Original notication
Sale Order Pickup notification
Carrier Tracking notification
Referance book
UOM
Brand
Carries
Data Reset for launching
Data Cleaning
Delete testing Sales data
Delete testing Customer data
Delete testing Purchase data
Delete testing Product data
Delete testing Supplier data
Delete testing Bin location data
Delete testing UOM data
Delete testing Brand data
Data Import
Import Product data
Import Open Purchase data
Import Open Sales data
Data management
Questions
Product & Inventory
Product data
Data Dictionary
Data Table
Product item
Product headers mapping
Product Attribute
Product Account setting
Package data
Product BOM data
Listing data
Service item
Product headers mapping
Product Attribute
Data Migration
Data Integration
DEAR
DEAR API
Product List
Loop in 5 mins for full data
SQL - DEAR_data
Product BOM
Loop in 5 mins for variance
SQL - DEAR_data
Stock Level data
Data Dictionary
Data Table
UBS Stock availability
Vendor Stock availablility
Data Migration
Data Integration
Gmail
PA/Python
Gmail Stock Level data
Loop in 1 mins for full data
SQL - INV_data
Stock Records
Sales data
Data Dictionary
Sales List
Sales Details
Sale Order Item
Sale Invoice Item
Sale Fulfilment
Pick
Pack
Ship
Sale CreditNote
Refund
Restock
Sale Transection
Sale Payment
Data Cleaning
Data Migration
Data Integration
DEAR
DEAR API
Sale List
Loop in 5 mins for full data
SQL - DEAR_data
Sale Details
Loop in 5 mins for variance
SQL - DEAR_data
Purchase data
Data Dictionary
Data Table
Purchase List
Purchase Details
Purchase Order Item
Purchase Invoice Item
Received Item
Purchase CreditNote
Refund
Unstock
Purchase Payment
Data Sorting
Purchase Type
Product Purchase
NPD Purchase
PUR Purchase
Replacement Purchase
Service Purchase
Data Cleaning
Data Migration
Data Integration
DEAR
DEAR API
Purchase List
Loop in 5 mins for full data
SQL - DEAR_data
Advance Purchase Details
Loop in 5 mins for variance
SQL - DEAR_data
Stock Adjustment data
Data Dictionary
Data Integration
DEAR
DEAR API
Stock Adjustment List
Loop in 1 hour for full data
SQL - DEAR_data
Stock Adjustment Detials
Loop in 1 hour for variance
SQL - DEAR_data
Stock Transfer data
Data Dictionary
Data Integration
DEAR
DEAR API
Stock Transfer List
Loop in 1 hour for full data
SQL - DEAR_data
Stock Transfer Detials
Loop in 1 hour for variance
SQL - DEAR_data
Write Off data
Data Dictionary
Data Integration
DEAR
DEAR API
Write Off List
Loop in 1 hour for full data
SQL - DEAR_data
Write Off Detials
Loop in 1 hour for variance
SQL - DEAR_data
Problem Item data
Data Dictionary
Supply Chain
Customer data
Data Dictionary
Personal customer
Customer Info
Customer Attribute
Customer Contact
Customer Address
Company customer
Data Cleaning
Data Migration
Data Integration
DEAR
DEAR API
Customer list
Daily 12am
SQL - DEAR_data
Data Operation
Correct the DEAR Customer Name with the Default Email
Uncheck duplicated Default Email
Supplier data
Data Dictionary
Product Supplier
Supplier Info
Supplier Account setting
Supplier Attribute
Supplier Contact
Supplier Address
Sea Freight Supplier
Supplier Info
Supplier Account setting
Supplier Attribute
Supplier Contact
Supplier Address
Supplier Account setting
Carriers Supplier
Supplier Info
Supplier Account setting
Supplier Attribute
Supplier Contact
Supplier Address
Data Cleaning
Data Migration
Data Integration
DEAR
DEAR API
Supplier list
Daily 12am
SQL - DEAR_data
Carriers data
Data Dictionary
Data Migration
Data Integration
DEAR
DEAR API
Carrier list
Daily 12am
SQL - DEAR_data
Logistic data
Data Dictionary
(GS) Purchase PPP
Purchase Schedule
Inbound Schedule
ATP Schedule
Data Migration
GS
GX transfer
Purchase PPP
Loop in 5 mins for full data
SQL - INV_data
Finance
Chart of account
Data Dictionary
Operation data
Data Dictionary
Web Statistic
Data Dictionary
Marketing data
Data Dictionary
Data Dictionary
Data Dictionary
Data Dictionary
Data Dictionary
Data Source
External data
Carriers
Payment records
Xero
Internal data
Dropbox
2.01. Q. INV-ReceivingRecords.xlsx - Shortcut
2.02. N. StockRecords_RAW.xlsx - Shortcut
2.03. N. StockRecords_CTN.xlsx - Shortcut
- Receiving records check - Packslip records check
2.04.01. N. StockRecords_PO-Adjustment.xlsx - Shortcut
- Release stock check - Create new Purchase Order
2.06.01. O-P&I - PO-Adjustment Variance.xlsx - Shortcut
2.06.02. O-P&I - #Report - Receiving Records.xlsx - Shortcut
2.06.03. O-Data - PQ - Data import - Operation.xlsx - Shortcut
- Stock records check report - Receiving Issue report
DEAR data
OC data
GA4 data
Customer data cleaning
Combine email address
^Info
Customer data reference
Name
Address
Phone/Mobile _1
Phone/Mobile _2
Count row conditions
Phone/Mobile _1
Phone/Mobile _2
Name_Address
Name_Prefix
Name
Checking Steps
filter one of the "Count row conditions" without 1 or blank
Sort by the reference fields for checking
Identify which email address to be the primary key
If the same customer
Most likely choose the email with the latest Order date
May check if there is any typo issue, and we may fixed the data
if not the same customer
We will assign each email to be the primary
May check if there is any typo issue, and we may fixed the data
For bussiness customer
May mark the common email prefix into the reference book
Most likely choose the email with the latest Order date
Fill up the column A for the primary key of the email
Check for 1 and blank records
Duplicated records
Double check those dupliced email for Tessa and Delfin
Finalize the primary key that we assign to
Product data cleaning
Assembly BOM
Data Process Tables
Item Selection
RAW
DEAR SKU
UOM
Omins Item id
VI-Base
RAW
Omins Combo id
Omins Component id
Component Qty
# Lookup Item Selection
DEAR SKU (Combo)
DEAR SKU (Component)
Data process
Breakdown_1st
Text join and lookup if each component could be breakdown
Breakdown_2nd
Text join and lookup if each component could be breakdown