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ERP migration data mapping without losing history

A versioned map from old ERP to new, reconciled before cutover, so job history, cost codes, and vendors carry over and reports read across both.

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The problem

Moving from one accounting or ERP system to another, or from QuickBooks to a construction ERP, breaks every report that relied on the old structure. Job numbers, cost codes, and vendor records change, and history ends up stranded in the old system with no clean way to compare before and after.

What we build

We treat the migration as a mapping and reconciliation problem: inventory the entities in both systems, build versioned maps for jobs, cost codes, and vendors, and reconcile totals before and after cutover. A reporting layer reads both systems through the maps, so trends run across the cutover. This is an approach we design and build to your requirements, using the same old-to-new cost-code mapping we run in production.

How it works

  1. 1

    Inventory both systems

    List jobs, cost codes, vendors, customers, and open balances in the old and new systems, with an owner for each entity.

  2. 2

    Build versioned maps

    Old-to-new maps for jobs, cost codes, and vendors live as reference data; entries without a clear equivalent become open questions for the controller.

  3. 3

    Reconcile before cutover

    Totals by job, cost code, and vendor are compared between the old extract and the loaded data, with every difference listed and explained.

  4. 4

    Report across the cutover

    A lakehouse reads history from the old system and current data from the new one through the maps, so reports show one continuous series.

  • Your current accounting system or ERP
  • Your target ERP
  • Sage 100 Contractor
  • QuickBooks Online
  • Procore
  • Microsoft Fabric
  • Power BI

The value it creates

  • Better decisions

    Job and cost history stay comparable across the cutover, so trends and benchmarks do not restart at zero.

  • Cost saved

    Mapping gaps are found during reconciliation rather than after go-live; tracked by the count of differences resolved before cutover.

  • Standardization

    A migration is a natural point to adopt a new cost-code standard, and the map makes that change explicit and reviewable.

Proof

Related use cases

Frequently asked questions

Do you perform the ERP migration itself?

Our focus is the data: mapping, reconciliation, and reporting across the cutover. The ERP vendor or implementation partner usually configures the new system, and we work alongside them on the data side.

Can we keep reporting on history after the old system is retired?

Yes, if the history is extracted into the lakehouse before retirement. Once it is there, reports read it through the maps alongside current data from the new system.

Have you done an ERP migration before?

We have mapped an old cost-code standard to a new one shared by Procore and Sage in a production reporting build, and Charley spent about ten years at Viewpoint, Nearmap, and Trimble connecting ERPs and cost systems. A full ERP migration is a pattern we design and build to your requirements.

When should we start the mapping work?

Before the new system's structure is finalized. The mapping inventory often surfaces decisions about cost codes and job numbering that are cheaper to make before configuration than after go-live.

Next step

Which report or workflow would you like to improve?

Tell us what your team does today, which systems are involved, and what you want to change. We'll discuss whether there is a practical fit.

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Prefer email? charley@buildflows.ai