Cleanup, order and references

Migration rarely fails because of a single line. It fails because of relationships: contacts without partners, positions without evidence, attachments without a stable goal.

The truth is in the mapping

Cleanup standardizes spellings, codes and states; Order protects referential integrity. Mapping tables maintain the bridge between old and new identities even over multiple test runs.

From raw stock to controlled import

1. Classify quality defects: missing, invalid, inconsistent, duplicate, or orphan.
2. Define rules, responsible persons and proof for each class.
3. Import reference values and master data before dependent data sets.
4. Then create document headers, positions, warehouse/financial reference and finally attachments.
5. Check counts, foreign keys and error quantity after each stage.

Evidence instead of gut feeling

• No dependent line points into space.
• Old ID/New ID mapping is stable and unique.
• Cleanup rules are applied to all rows.
• Exceptions are decided professionally, not quietly rejected.

The typical breaking points

• Duplicates are merged based on name and location only.
• Items are imported before the associated document.
• A rule is corrected manually in the test but is not transferred to the pipeline.

This is what you take with you

Heterogeneous stocks create a consistent network of relationships that can be used professionally by X-ERP.

Further information / source

Related topics

1. For migration specialists – transfer and optimize data from third-party systems › Data inventory, mapping and management rules
2. For migration specialists – transfer and optimize data from third-party systems › File attachments
3. For migration specialists – transfer and optimize data from third-party systems › Test migration, checksums and acceptance

Frequently asked questions