Source-specific migration paths into ERPNext that the Frappe documentation or Frappe-maintained apps describe, with what each path moves and leaves behind.
Moving Tally Prime books into ERPNext with Frappe's Tally Migrator app: the Masters XML export, what comes across (parties, items, BOMs, batches, accounts, opening balances), GST data with India Compliance, and what still needs Data Import or manual work.
Moving from QuickBooks to ERPNext now that the built-in QuickBooks Migrator is gone: exporting and cleaning QuickBooks data, then loading masters, the chart of accounts, opening invoices, opening stock and balances with ERPNext's standard import tools.
Moving from Odoo Community or Enterprise to ERPNext: exporting masters and open balances from Odoo list views, mapping them to ERPNext import templates, and cutting over at a period end.
Moving a Zoho Books organization to ERPNext: taking the full CSV or XLS backup, choosing what history to bring, and loading masters, open invoices and opening balances through ERPNext's importers.
Replacing spreadsheets with ERPNext: cleaning and deduplicating sheets, the import order for groups, parties and items, downloadable Data Import templates and test batches before the full load.
Leaving Frappe Cloud for your own servers: downloading offsite backups with database, public and private files and site config, restoring onto a self-hosted bench with matching app versions, and switching DNS.
Rehosting a self-managed ERPNext site: taking a bench backup with files, restoring on the new bench, matching Frappe and app versions, encryption keys, scheduler and DNS cutover.
Bringing the verified closing position into ERPNext at cutover: opening invoices, advances, bank, stock and asset balances, the temporary opening account and the residual opening journal entry.
Proving the migrated books match the old system: layered reconciliation from master counts to subledgers, control accounts and trial balance, isolating differences and getting finance sign-off.
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