Move from ERPNext
Moving from ERPNext begins with its exact DocTypes, custom fields and document relationships rather than an assumption that both ERP systems use the same data model.
Map source identities and custom fields before transactions
Plan your move to Datrylo with clear data mapping, opening balances and historical records.
| Source / decision | Target treatment and accountable review |
|---|---|
| Customer / item / warehouse | Map source customer ER-C01,item ER-A and warehouse ER-W01 to distinct target references and units;keep source naming series as references,not assumed target IDs. |
| Custom field / workflow | Source ApprovalCode and custom stages require keep/replace/archive decisions. Rehearse an open order with partial receipt rather than importing only masters. |
| Trial / reconciliation | Illustrative trial:2 source customers →2 targets;opening receivables100,000 →90,000 leaves10,000 unresolved. Finance owner traces the missing reference before acceptance. |
| History / boundary | Retain source transactions and custom workflow history unless an individually mapped conversion is accepted;this page does not promise feature-for-feature parity. |
| Cutover / decision owner | Business owner holds cutover while10,000 is unresolved. Data owner dates the final export; finance signs balances; operations signs quantities. Agree transaction freeze,source-of-truth and reversal decisions before switching. |
Use this worksheet to organise your requirements, assign owners and plan the next steps.
Scope a representative case
Frappe's data export guide describes CSV/Excel extraction by DocType. Inventory customers, items, open sales, purchase, stock and accounting records, then export a difficult sample with child rows and attachments. Map identifiers and statuses into an isolated Datrylo migration workspace.
Integration scope
Reconcile quantities and finance balances and run a complete workflow after import. Map your records, reconcile opening balances and rehearse the first working day before moving to Datrylo. The migration scope depends on your source system and customisations.
Before committing, record the exact source release or provider, data owner, security scope, exception path and accountable operator. Discuss the integration or migration.
Explore the connected workflow
Let's build your next way of working
Tell us what your business needs. Whether you are choosing applications, planning a move or looking for a custom solution, the Datrylo team can help you take the next step.