Project Name
How Ksolves Helped a Manufacturing Company Migrate Millions of Records to ERPNext
Our client is a manufacturing and distribution company with over a decade of operations and extensive transaction history stored across multiple legacy systems, including Tally for accounting, Excel for inventory, and a custom in-house database for sales. With the company’s rapid growth, scattered and inconsistent data had become a major obstacle to implementing a unified ERP platform. The client chose to migrate to ERPNext to consolidate financials, inventory, and customer data into one centralized system while ensuring performance remained stable even under high data volume.
Large, inconsistent datasets and performance concerns made migrating to ERPNext a critical but challenging task.
- Large and fragmented datasets: Over ten years of records, millions of sales invoices, purchase entries, and stock movements were stored in different formats and required cleaning, normalization, and validation before import.
- Data integrity and reconciliation: Mismatched ledgers, missing SKU codes, and inconsistent tax entries made it difficult to maintain accounting accuracy after migration.
- Performance degradation during import: Standard bulk upload processes caused timeouts and high server load when handling such large datasets.
- System responsiveness post-migration: With millions of records added, ensuring optimal ERPNext performance for daily transactions was a key requirement.
With our ERPNext services, our team delivered end-to-end ERPNext services, designing a structured ETL (Extract, Transform, Load) process and optimizing ERPNext’s backend for high performance and data integrity.
- Data Mapping & Validation: We developed a detailed data map aligning legacy fields with ERPNext doctypes, using Python scripts and Frappe’s Data Import Tool APIs. Automated validation checks ensured completeness and consistency before upload.
- Staged Migration Approach: Data was migrated in logical stages—masters (items, customers, suppliers), opening balances, and transactional data. Incremental loads were tested in a sandbox environment to identify bottlenecks before full deployment.
- Performance Optimization: We tuned MariaDB indexes, optimized background jobs, and configured caching for frequently accessed reports. Heavy queries were restructured to use batch processing and asynchronous execution.
- Infrastructure Scaling: The ERPNext instance was hosted on a dedicated cloud server with optimized Redis caching, gzip compression, and tuned worker queues to balance concurrent user load.
- Data Integrity Testing & User Training: Reconciliation scripts verified financial and inventory totals against legacy reports. After verification, end-users were trained on report validation and new data structures.
- 3.2 Million Records Migrated Seamlessly: All data was transferred without loss or duplication, preserving complete transactional and historical accuracy.
- 45% Faster Query Response Times: Database tuning and index optimization significantly improved system performance for day-to-day operations.
- 99.9% System Uptime During Migration: The transition was executed without downtime, ensuring uninterrupted access for all users.
- 100% Accurate Financial Reconciliation: Post-migration validation confirmed perfect alignment of ledgers and balances with legacy systems.
- Report Load Times Cut to Under 15 Seconds: Optimized database queries and caching reduced report generation times from several minutes to seconds.
Migrating to ERPNext allowed the client to unify disparate systems, improve operational efficiency, and maintain complete data integrity. By consolidating all financial, inventory, and sales records, they gained faster reporting, accurate reconciliations, and a robust platform ready to scale with future growth.
Our ERPNext data migration service ensured a smooth, zero-downtime migration, making ERPNext a reliable backbone for the company’s manufacturing operations. Our structured approach, performance optimizations, and rigorous testing created a seamless transition for both the system and its users.
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